The Shift Scheduling Tool
Using the Scheduling Tool can be used to fill a Vacancy, or assign a different employee to the shift or a portion of the shift. It allows you to filter to find candidates with skills and qualifications (if configured) to meet the job requirements.
The Shift Scheduling tool is available in Job Schedule mode. but not in Employee Schedule mode.
Click on the Shift Cell with a Vacancy you wish to fill
The Right Pane will display the Shift Details for the Job & Date selected.
If there are multiple shifts in a cell, the Shift 1 of 2, 2 of 2, etc. arrows allow the user to navigate between the multiple shifts to find the shift with the vacancy to be filled.
Click on the Scheduling tab at the top of the Right Pane
The Right Pane will display the Shift Scheduling tool
Click on the row in the grid for the shift (or portion of a shift) that you want to find a replacement employee for. Multiple rows can be selected using standard selection methods - Click & Drag, Click & Shift-click, and Click & CTRL-click or by using the arrow keys on your keyboard.
A list of All Employees, who are qualified for the occupation will appear in the Candidate Employees List section below, showing the availability for each Employee
Find a Replacement Employee
Find the employee that you want to schedule in the Candidate Employee List then use the Filter, Group, and/or Sort tools to narrow down the list of potential candidates to find the right list of employees for the job,
If you know the name of the Employee(s) that you want to schedule, type their name(s) in the Employee Search field.
User Defined Fields (UDFs) will be added to Employees by an Administrator in Configuration. Once they have been configured, filtering and sorting by attributes such as Seniority Date, Qualifications, Skills, etc. will be available.
If the Qualifications UDF has been added to the Employee,, the scheduling tool filter is automatically populated with the shift's occupation as the qualification filter and is immediately applied when rows are selected in the grid.
Use the sort tool to sort the list:
The first time you click on the data type, it will sort ascending
The second time you click on the data type, it will sort descending
The third time you click on the data type, it will clear the sort
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To Clear Scheduling Rule Filters
To clear the filters chosen, click on Clear Filters
To Schedule an Employee
Click in the Candidate Employee List on the row containing the Replacement Employee’s name
Click the Schedule Employee button
A message will appear in the bottom right corner, confirming that the Employee was Scheduled successfully.
The Schedule grid will update to show the name of the replacement Employee
Once your filters/sorts are set you have the option to save them as a rule for reuse later.
Select more options, Save Rule.
The Save Scheduling Rule dialog appears.
Add a name and click Save.
On Save, the Filter, Grouping, and Sorting applied to the grid are saved and the name of the rule is added to the Scheduling Rule list.
A message will appear in the bottom right corner, confirming that the Rule was saved successfully:
To Apply a Saved Rule
To reuse a saved rule, find the name of the rule in the Save Scheduling Rule box, and press enter.
The rule is applied to the Candidate List.