This article covers the following topics:
Delete/Remove Employee from a Job Assignment
Add a Job
A Job must always be added before an employee can be scheduled, or before any other schedule components can be configured.
A Job is a combination of elements:
- Area/Group
- Occupation
- Auto Create Vacancy for Absence Reasons
- Remove Overlapping Assignments
- Assigned Employee
- Effective Start Date/Effective End Date
- Shift Pattern (containing Shift Types with Reason Codes)
- Shift Pattern Offset
The ability to create or edit the job elements is accessible from the Job Details, which will appear in the Right Pane when the Add Job button is clicked or a populated cell in the Job column of the Schedule grid is selected.
Step-by-Step:
1. In Plan Mode, select the Area/Group where you wish to add a job by:
a. clicking on the Area Name in the Sidebar
b. clicking a Group Name
For a group without a populated schedule, a blank Main Pane for the Area/Group opens:
2. Click on Add Job in the Main Pane Toolbar.
The Right Pane displays the Job Details:
3. Complete the fields:
a. Area/Group: The area and group fields are populated with the Area/Group chosen.
b. Occupation: Start typing the name of the occupation.
If the Occupation already exists within WorkSight, it will appear in the list after typing a the first few characters. Press Enter to accept the suggested Occupation, or use your mouse to select the Occupation from the list.
c. Auto Create Vacancy for Absence Reasons: When this checkbox is checked, WorkSight will automatically create a vacant shift if an absence code is entered for the regularly assigned employee.
d. Remove Overlapping Assignments: By default, this option is checked to ensure that an employee does not have overlapping assignments.
e. Assigned Employee (optional): Start typing an Employee’s Name.
If the Employee already exists within WorkSight, it will appear in the list after typing a the first few characters. Press Enter to accept the suggested Employee, or use your mouse to select the Employee from the list.
f. Effective Start Date: Defaults to the date chosen in the Main Pane Toolbar
g. Effective End Date (optional): Either enter the year, month and day in the appropriate segments of the field or choose the effective end date from the calendar dropdown.
h. Shift Pattern (optional): Start typing the name of a Shift Pattern.
If the Shift Pattern already exists within WorkSight, it will appear in the list after typing a the first few characters. Press Enter to accept the suggested Shift Pattern, or use your mouse to select the Shift Pattern from the list.
i. Shift Pattern Offset:
Once a Shift Pattern has been selected, you must add a Shift Pattern Offset number in the field.
A ‘0’ is an accepted value - that means that the chosen shift pattern should begin on the effective start date entered above.
The shift types associated with the selected Shift Pattern will show in the calendar grid at the bottom of the Job Details pane, starting on the specified Effective Start Date.
4. When the required fields are populated, Click Save.
The Job has been created and will now be visible in the schedule grid:
Reorder jobs on the schedule
1. In Plan Mode, select the Area/Group for the schedule that you wish to make changes to by:
a. clicking on the Area Name in the Sidebar
b. clicking on the relevant Group Name
2. Select the handle on the beside the job name in the schedule view
3. Jobs can be moved with the keyboard arrow keys (up / down) if you click on the move/drag handle in the leftmost row of the schedule, or moved with drag and drop (Need to drag the handle over the top of other jobs drag handles).
4. If any “Group By’s” are set, jobs can only be moved within their own Group By grouping.
5. With no sorting applied the default sort is job order within the group.
6. If a group is applied WS first sorts by the group, then job order.
7. If group and sort is applied WS first sorts by the group, then sort set by the user.
Note: Job order is maintained within a group
Delete/Remove Employee from a Job Assignment
Note: Adding a job for an employee already assigned to a job in a different group, removes the employee from the job in the original group and correctly assigns them to the new job.
1. In Plan Mode, select the Area/Group for the schedule that you wish to make changes to by:
a. clicking on the Area Name in the Sidebar
b. clicking on the relevant Group Name
2. Click on a populated cell under the Job column in the Schedule grid. The Right Pane will display the Job Details
3. Click on the x on the right of the Assigned Employee field to remove the employee
4. When you are finished editing, click Save or press Enter
a. A warning message will appear:
b. A message will appear in the bottom right corner, confirming that the Shift was Updated successfully:
c. The employee will be removed from the both Assigned Employee column in the schedule as well as from the corresponding date columns.
Edit Job – Warning messages
1. If edits are performed on the Shift Pattern Offset, the Auto-create Vacancy flag or if the Effective End date is changed to a later date, the following warning message will appear:
2. If edits are made the Shift Pattern, Occupation or the Effective End Date is changed to an earlier date, the following warning message will appear:
Long-Term Absences
Future Release – details will be added soon!
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