Staff Schedules: To Create a Schedule Rule and Generate the Work Schedule

In this implementation activity, you’ll create a schedule rule for a staff member and generate their work schedule.

Attention: This activity is based on the U100 dataset. If you are using another dataset or if any system settings have been changed in U100, these changes can affect the workflow of the activity and the results of the processing. To avoid issues, restore the U100 dataset to its initial state.

Story

Suppose an employee of the SweetLife Service and Equipment Sales Center works Monday through Friday, from 9:00 AM to 6:00 PM. As an administrative user, you need to create a schedule rule that defines this employee’s working hours so their schedule can be generated in the system and displayed on the schedule boards.

Configuration Overview

In the U100 dataset, which you'll use to complete this lesson, the following setup has been configured. These settings ensure that the environment is ready for performing the activity:

  • The minimum system configuration, which is described in Company with Branches that Do Not Require Balancing: General Information, has been performed.
  • The SWEETLIFE company has been created on the Companies (CS101500) form. This company has multiple branches created on the Branches (CS102000) form, including SWEETEQUIP (Service and Equipment Sales Center).
  • On the Service Management Preferences (FS100100) form, the minimum settings have been specified, including specifying the numbering sequences and work calendar, for the service management functionality to be used.
  • On the Branch Locations (FS202500) form, the WEST BRIGHTON branch location of the SWEETEQUIP (Service and Equipment Sales Center) branch has been defined.
  • On the Users (SM201010) form, the frank user account has been created. The EP00000042 (Chase Frank) employee has been associated with the user account. That is, the employee name has been selected in the Linked Entity box.
  • On the Employees (EP203000) form, EP00000042 (Chase Frank) has been defined. On the General tab (Employee Settings section), the Staff Member in Service Management check box has been selected, so you can assign this employee to perform services.

Process Overview

On the Staff Schedule Rules (FS202001) form, you will create a work schedule rule. Once the rule is generated, you will generate the work schedule on the Generate Staff Schedules (FS500400) form.

System Preparation

Before you start this activity, do the following:

  1. Launch the MYOB Acumatica website, and sign in to a company with the U100 dataset preloaded; you should sign in as a system administrator by using the gibbs username and the 123 password.
  2. Make sure that the Service Management feature is enabled on the Enable/Disable Features (CS100000) form.
  3. On the Company and Branch Selection menu in the top pane of the MYOB Acumatica screen, select the Service and Equipment Sales Center branch.
  4. In the Date box in the upper-right corner of the MYOB Acumatica screen, specify the business date 1/1/2026. In this activity, you will create a work schedule rule on this business date.

Step 1: Creating a Schedule Rule

To create a work schedule rule for the EP00000042 - Chase Frank employee, do the following:

  1. Open the Staff Schedule Rules (FS202001) form, and click Add New Record.
  2. In the Staff Member box of the Summary area, select EP00000042 - Chase Frank.
  3. In the Branch box, notice that SWEETEQUIP - Service and Equipment Sales Center is selected.
  4. In the Branch Location box, select WEST BRIGHTON - Office in West Brighton.
  5. In the Description box, enter Working hours.
  6. In the Start Date box (Scheduling Time section), leave the business date, which was inserted by default (1/1/2026).
  7. In the Start Time box, specify 9:00 AM.
  8. In the End Time box, specify 6:00 PM.
  9. For the Schedule Type, keep Availability selected. This option defines the days and times when the staff member is available to work.
  10. In the Recurrence section, specify settings as shown below::
    • Frequency : Weekly
    • Every: 1 week
    • Day of Week:
      • Monday, Tuesday, Wednesday, Thursday, Friday: Selected
      • Sunday, Saturday: Cleared
  11. On the form toolbar, click Save.
  12. In the warning dialog box, click OK.

    The schedule rule for EP00000042 - Chase Frank has been created. However, it has not been processed yet and it does not affect the working schedule. The rule will come into effect only after you apply it to the system by generating the staff working schedule.

Step 2: Generating the Staff Schedule

Tip: The staff schedule rules you create in the system aren’t applied automatically—you must generate the work schedule explicitly. You’ll need to generate it again if you later change an employee’s working hours, add a new rule to reflect planned time off, or hire a new staff member.

To generate the work schedule, do the following:

  1. While you are still viewing the Staff Schedule Rules (FS202001) form with the schedule rule that you have just created, on the form toolbar, click Generate Staff Schedules.

    The Generate Staff Schedules (FS500400) form opens.

  2. In the Employee Name box, ensure that EP00000042 - Chase Frank is selected.
  3. In the Generate Up To box, ensure that the date that is one year from the current business date is specified.
  4. On the Schedules tab, select the unlabeled check box in the row with Chase Frank specified in the Employee Name column.
  5. On the form toolbar, click Process.

    The system opens the Processing dialog box, where you can view the processing status. When the process completes successfully, click Processed. The table of processed records appears in the window, and the work schedule is generated. You can then close the dialog box.

Once the schedule is generated, you can assign the staff member to service orders and appointments.