In this article, you will learn:
What is the Main Schedule feature?
How to assign employees a Main Schedule
What happens when you assign employees a Main Schedule
What is the Main Schedule feature?
The Main Schedule feature decides which schedule a salary employee's costs will be assigned to. For this reason, it is important to assign your salary employee's a Main Schedule now. This is the first part of ongoing updates to improve salary costings on Bizimply.
Please note: If you do not assign a Main Schedule to your employees who are paid salary, their labour costs will not be applied to the schedule.
How to assign employees a Main Schedule
What you need to do is assign a Main Schedule to your salary employees - this will decide which schedule that employee's costs will be applied to. There are two ways you can do this - either within the Work tab of employee's profiles OR you can do this in bulk using the Update Employee Profiles feature in Settings.
How to Assign Main Schedule within Work tab of Employee Profile
Sign into bizimply.com
Click into 'Employees' tab from navigation bar
Select relevant employee to click into their profile
Click into the 'Work' tab
Scroll down to the 'Main Schedule' field
Select relevant schedule from the drop down that appears. (Note that if the relevant schedule does not appear in the drop down, you must assign the employee to that schedule first using help article).
Click save at bottom of the screen
How to Assign Main Schedule in bulk using the Update Employee Profiles feature
Please note: Only Account Administrators have access to do this.
Sign into bizimply.com as an admin
Click your name/email at the top right of the screen
Select 'Settings' from the drop down menu
Select 'Employees' on the left hand side
Select 'Update Employee Profiles'
Read through instructions in the blue box on the right hand side
Choose field to update from drop down menu
Download the Active Employee List CSV
Update column G with the main schedule you wish to assign to each employee
Save the file
Select the CSV file that you have saved. Upload and click the 'Import' button
If an employee has been assigned a Main Schedule that they have not yet been added to, the file will not go through and an error list will appear stating that 'Schedule not found under: Employee Schedule field'
What happens when you assign employees a Main Schedule
When you assign your salary employees a Main Schedule, their labour costs will be assigned to that schedule.
They will be included in the 'Weekly Salary Costs' and the Scheduled Costs in the Labour Sales % tab. This can be seen in the two example images below.
Please note: If you have not assigned a Main Schedule to your employees who are paid salary, their labour costs will not be applied to the schedule.