Managing Jobs & Assignments

This article covers the following topics:

Add a Job

Reorder jobs on the schedule

Delete/Remove Employee from a Job Assignment

Edit Job – Warning messages

Long-Term Absences

Add a Job

A Job must always be added before an employee can be scheduled, or before any other schedule components can be configured. - see Creating and Editing Jobs

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.

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: