HE: Employee-Level Schedule Export Mapping

Overview

The Schedule Export Override Mapping feature provides hotels with precise control over how Schedule data is sent to third-party Time and Attendance system. Employee-Level Mapping, allowing managers to assign 3rd party export codes to individual employees rather than applying a single code to an entire position.

Why Use Employee-Level Overrides?

Standard position-level mapping can be restrictive when multiple employees within the same position require different payroll codes. This feature is ideal for:

• Unique Payroll Requirements: Managing staff with specific contract or pay rules.

• Alignment with Time & Attendance Systems: If your T&A system utilizes a different organizational structure than Hotel Effectiveness, use employee-level overrides to bridge the gap. Correct mapping at the individual level ensures that all scheduled staff are successfully recognized and imported by your third-party payroll provider.

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Important Considerations

• Permissions: Accessing and editing this page requires the "Can Edit Hotel Settings" permission (without Department Filtering).

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Key Functionality

1. Employee-Level Granularity

Managers can now view every active employee assigned to a specific position. Under the Settings: Schedule Export Mapping (New) page, positions can be expanded to reveal the individual staff members listed within them.

2. Dynamic Dropdown Selection

Each employee row features a dropdown menu containing all available 3rd Party Position Codes associated with that position. Simply select the specific code that should apply to that individual during the export process.

3. Bulk Update Tools

To streamline the setup for large teams, the Bulk Edit option allows you to select multiple employees within a position and apply a single override code to all of them simultaneously.

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How to Configure Employee Overrides

1. Navigate to Settings: Log in and select Settings from the username menu.

2. Access Mapping: Go to Positions/Departments > Schedule Export Mapping (New).

3. Identify the Position: Locate the Department and Position you wish to update.

4. Assign Codes:

   • Individually: Use the dropdown next to an employee's name to select their override code.

   • In Bulk: Use the checkboxes to select multiple staff members and click Bulk Edit to assign a code to the group.

5. Save: Once updated, these overrides will automatically apply to all future schedule publish actions and export transmissions.