1. Yomly
  2. Help
  3. Reference information
  4. Advanced customization

(Reference guide) Customizing Schedules

Padmini Krishna
Updated

This article is a quick-reference guide to setting up permission-based rules to implement advanced customization in Schedules. It helps you identify the permissions you need to enable or disable to display or hide specific Schedules features.

This article contains the following sections:

About advanced customization

Advanced customization takes your ability to customize Yomly to the next level. It lets you implement granular user access control instead of hiding or displaying entire features of the platform.

You can do this by setting up permission-based rules for different UI components when customizing the platform. Permissions enable you to configure custom access for different audiences (custom and dynamic employee groups).

By granting or restricting access to UI components, you can control what your platform users can see and do.

For example:

  •   You can restrict an audience from interacting with a button in the UI, which would prevent them from performing the related action.
  •   You can enable only authorized users (who are part of a particular audience) to view specific data.

You can configure multiple permission-based rules for the same UI component.

Displaying or hiding Schedules

Although advanced customization enables you to customize individual features of Schedules, you can also display or hide any of the following:

Feature Description and procedure
Schedules

You can hide or display the following features:

  • The Schedules page, which lists all available schedules

    advanced-customization-of-schedules-4.png

  • The Scheduler, which enables you to build schedules

    advanced-customization-of-schedules-13.png

As a resource planner, Schedules helps you design work schedules for your organization and assign employees to shifts.

To navigate to the listed features, you can click Schedules in the Time & Attendance section of the sidebar.

rn-vas-march-3.png

To hide or display these features, do the following:

  1. In the sidebar, in the Business section, click Settings.

    advanced-customization-of-schedules-17.png

  2. Go to Customization > User Interface.

  3. Click each of the following options to expand them:

     EmiratesHR (Page)

        Time and Attendance Menu (Menu)

            Business Time and Attendance (Menu)

    advanced-customization-of-schedules-5.png

  4. Click Schedules (Page) and click the settings ( ) icon.

    advanced-customization-of-schedules-6.png

    The Rules dialogue is displayed.

  5. This example illustrates how to display Schedules features only to HR managers. A rule to hide these features from Everyone (all employees) is already set up. The example describes how to set up an additional rule to display the features only to HR managers.

    In the Rules dialogue, do the following:

    1. Click + Add New Rule.

    2. Expand the new rule and enter the following details:

      1. In Role, select HRMANAGER to set up the rule only for HR managers.

      2. (Optional) In Comment, document the details of the rule you are setting up.

      3. Enable the Visible toggle button.

      4. In the bottom of the Rules dialogue, click Save.

    advanced-customization-of-schedules-9.png

In a similar manner, you can set up additional rules for other audiences to grant them the same access.
Shift templates

You can hide or display the following features:

  • The Shift Templates page, which lists all available shift templates and enables you to view and manage them

    advanced-customization-of-schedules-11.png

  • The Shift Template dialogue, which enables you to create, manage, and use shift templates on the go when building your schedule in the Scheduler

    advanced-customization-of-schedules-14.png

  • The Edit Shift Template dialogue, which enables you to edit or create new shift templates

    advanced-customization-of-schedules-15.png

As a resource planner, using shift templates minimizes (repetitive) data entry when creating similar or recurring shifts.

To navigate to the Shift Templates page, you can click Shift Templates in Time & Attendance section of the sidebar.

rn-vas-march-24.png

To display or hide these features, do the following:

  1. In the sidebar, in the Business section, click Settings.

    advanced-customization-of-schedules-17.png

  2. Go to Customization > User Interface.

  3. Expand each of the following options:

     EmiratesHR (Page)

        Time and Attendance Menu (Menu)

            Business Time and Attendance (Menu)

    advanced-customization-of-schedules-5.png

  4. Click Shift Templates (Page) and click the settings ( ) icon.

    advanced-customization-of-schedules-12.png

    The Rules dialogue is displayed.

  5. This example illustrates how to display shift template features only to HR managers. A rule to hide these features from Everyone (all employees) is already set up. The example describes how to set up an additional rule to display the features only to HR managers.

    In the Rules dialogue, do the following:

    1. Click + Add New Rule.

    2. Expand the new rule and enter the following details:

      1. In Role, select HRMANAGER to set up the rule only for HR managers.

      2. (Optional) In Comment, document the details of the rule you are setting up.

      3. Enable the Visible toggle button.

      4. In the bottom of the Rules dialogue, click Save.

    advanced-customization-of-schedules-16.png

In a similar manner, you can set up additional rules for other audiences to grant them the same access.
Personal schedules

You can hide or display Schedules, which displays your personal schedule.

rn-vas-march-42.png

As an employee, Schedules provides you with information about your own work shifts.

To navigate to Schedules, you can click Time and Attendance > Schedules in the My HR section of the sidebar.

rn-vas-march-41.png

To display or hide this feature, do the following:

  1. In the sidebar, in the Business section, click Settings.

    advanced-customization-of-schedules-17.png

  2. Go to Customization > User Interface.

  3. Expand each of the following options:

     EmiratesHR (Page)

        Time and Attendance Menu (Menu)

            My HR Time and Attendance (Menu)

    advanced-customization-of-schedules-7.png

  4. Click My Schedules (Page) and click the settings ( ) icon.

    advanced-customization-of-schedules-8.png

    The Rules dialogue is displayed.

  5. In the Rules dialogue, do the following:

    This example illustrates how to hide personal schedules only for HR managers. A rule to display these features from Everyone (all employees) is already set up. The example describes how to set up an additional rule to hide the features only for HR managers.

    1. Click + Add New Rule.

    2. Expand the new rule and enter the following details:

      1. In Role, select HRMANAGER to set up the rule only for managers.

      2. (Optional) In Comment, document the details of the rule you are setting up.

      3. Enable the Visible toggle button.

      4. In the bottom of the Rules dialogue, click Save.

    advanced-customization-of-schedules-18.png

In a similar manner, you can set up additional rules for other audiences to grant them the same access.

Customizing Schedules features

Setting up permissions when configuring rules

When configuring a rule for any UI component in the Customization > User Interface tab in your business settings, in addition to simply enabling or disabling entire features, you can enable or disable specific permissions that let you control access to specific UI elements (features) or user capabilities.

To do this, in the Permission field in the Rules dialogue, you can select the required permission and enable or disable the True/False toggle button.

The following example illustrates setting up the following permissions for HR managers:

  •  Enable them to add shifts
  •  Prevent them from deleting schedules

advanced-customization-of-schedules-10.png

You can set up multiple similar rules and configure permissions for them to enable different kinds of access to Schedules for different audiences.

For the detailed procedure of setting up permission-based rules on the platform, see Restrict payroll managers from requerying pay runs in Implementing advanced customization of Payroll. Although the linked article explains how to implement advanced customization in only Payroll, you can add and configure rules for Schedules in a similar manner.

The following sections of this article list the UI elements (features) or user capabilities that you can customize on each page and map them to the relevant UI components (that you need to set up rules for) and permissions:

Schedules page

You can display or hide the following UI elements (features) or user capabilities on the Schedules page by enabling or disabling the following permissions (when configuring rules for the following UI components):

advanced-customization-of-schedules-1.png

UI element (feature) or user capability UI component Permission

indicator-1.png

+ Create Schedule button

 Time and Attendance Menu (Menu)

    Business Time and Attendance (Menu)

           Schedules (Page)

Create Schedule

indicator-2.png

icon-1.png (Edit) icons in the Action column

Edit Schedule

indicator-3.png

icon-4.png (Delete) icons in the Action column

Delete Schedule

If you disable editing schedules for any audience that has access to Schedules, the employees in the audience will still be able to view any existing schedule by clicking its name on the Schedules page. The schedule would open in view mode.

Scheduler

You can display or hide the following UI elements (features) or user capabilities in the Scheduler by enabling or disabling the following permissions (when configuring rules for the following UI components):

advanced-customization-of-schedules-2.png

UI element (feature) or user capability UI component Permission

 

Ability to edit a schedule

 Time and Attendance Menu (Menu)

    Business Time and Attendance (Menu)

           Schedules (Page)

Edit Schedule

indicator-1.png

Filters button

Filter Schedule

indicator-2.png

 + Add Shift button

Add Shift

indicator-3.png

Action button (menu)

Action Schedule

indicator-4.png

 Export button (menu)

Export Schedule

indicator-5.png

Edit and Delete buttons in a shift

Edit Delete Shift

If you disable editing schedules for any audience, the employees in the audience will not be able to do the following, and more, in the Scheduler:

  •  Add, edit, and delete shifts and shift allocations.
  •  Add shift allocations by double-clicking cells on the calendar.
  •  Drag shift allocations to other cells on the calendar to modify them.
  •  Drag employees from the list in the left pane to cells on the calendar to create shift allocations.
  •  Select multiple shift allocations to delete them as a batch.

They will only be able to open existing schedules and view the information saved in them.

Shift Templates page

You can display or hide the following UI elements (features) or user capabilities on the Shift Templates page by enabling or disabling the following permissions (when configuring rules for the following UI components):

advanced-customization-of-schedules-19.png

UI element (feature) or user capability UI component Permission

indicator-1.png

+ Create button

 Time and Attendance Menu (Menu)

    Business Time and Attendance (Menu)

           Shift Templates (Page)

Create Shift Template

indicator-2.png

icon-1.png (Edit) icons in the Action column

Edit Shift Template

indicator-3.png

 icon-4.png (Delete) icons in the Action column

Delete Shift Template

Shift Template dialogue (with an existing template selected)

You can display or hide the following UI elements (features) or user capabilities in the Shift Template dialogue by enabling or disabling the following permissions (when configuring rules for the following UI components):

advanced-customization-of-schedules-20.png

UI element (feature) or user capability UI component Permission

indicator-1.png

Save as New button

 Time and Attendance Menu (Menu)

    Business Time and Attendance (Menu)

           Shift Templates (Page)

Create Shift Template

indicator-2.png

Update button

Edit Shift Template

indicator-3.png

 Delete button

Delete Shift Template

On the Shift Templates page, if you click icon-1.png (in the Action column) for any shift, the Edit Shift Template dialogue is displayed.

Enabling or disabling the listed shift template permissions also determines whether the following elements are displayed in this dialogue:

  •   If you disable creating shift templates for a particular audience, the employees in the audience won't be able to access the Save as New button in the Edit Shift Template dialogue.
  •   If you enable editing shift templates but disable deleting shift templates for a particular audience, the employees in the audience also won't be able to access the Delete button in the Edit Shift Template dialogue.
Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.

Articles in this section