Define activity defaults for a shift

You can define activity values that are applied to all staff members on a shift by default. If necessary, you can override these defaults for individual staff members when you add them to the shift.

Information on adding individual staff members to a shift is available in Add individual staff members to a shift.

  1. (If one is not open already) Open an existing schedule.
  2. (If it is not selected already) Click the Shifts tab.

  3. Select the shift you want to define activity defaults for, and then click Open.

    The Shift dialog box appears.

  4. Click the Activity Defaults tab.

  5. In Activity Code, type the code for the activity performed during the shift, or click the lookup button and then use the Lookup - Staff Activity Types dialog box that appears to select the activity.

  6. In Position, type the code for the position held during the shift, or click the lookup button and then use the Lookup - Staff Activity Positions dialog box that appears to select the position.
  7. In Roles, type the code for the role filled during the shift, or click the lookup button and then use the Lookup - Scheduling Roles dialog box that appears to select the roles.
  8. In Station, enter the station's code, or click the lookup button and then use the Lookup - Stations dialog box which appears to select the station's code.
  9. In Shift, type the code for the shift, or click the lookup button and then use the Lookup - Shifts dialog box that appears to select the shifts.
  10. In Unit, type the code for the vehicle used during the shift, or click the lookup button and then use the Lookup - Units dialog box that appears to select the vehicle.
  11. Under Activity Type, select the activities performed during a shift.
  12. In Hours Worked, enter the number of hours worked during the shift.
  13. In Credit Points, enter the number of points the activity earns toward a training program.
  14. Under Payroll Calculation, in Hours Paid, enter the number of hours paid for during the shift.

  15. In Pay Scale, enter the flat rate paid for a specific activity, or click the lookup button and then use the Lookup - Pay Scales dialog box that appears to select the pay scale.

    Note: The flat rate set up for the pay scale is the same regardless of the number of hours entered in Hours Worked, unless you specify a combination of hours paid and pay scale, using the pay scale as the hourly rate, or an exception for a specific staff member.

    Additional information on pay scales and combination with hours paid is available in the FH online help, in the Pay topic. Information on specifying an exception is available in Add staffing exchange or exception.

  16. Select or clear Credit Both Hours Paid and Pay Scale to indicate if a combination of the hours paid and the flat-rate pay scale should be used.

    Additional information on pay scales and combination with hours paid is available in the FH online help, in the Pay topic.

  17. Select or clear Use Pay Scale at the Hourly Rate to indicate if the flat fee for the activity is to be used as the hourly rate charged for performing the activity.
  18. Click Save, and then click Close.