Once you have
entered your first schedule it is easy to create new schedules
using the
Import function. Import any previous week "as is"
by choosing a date or Import a
saved template by choosing a template name.
You can Import, clearing the work assignments (and then use
AutoFill to get
the best assignments for the new week based on the employee work time
preferences), or you can Import and leave the assignments the same.
|
DIFFERENT assignments
each week
based on preferences |
To assign shifts BASED ON EMPLOYEE WORK TIME PREFERENCES so that you can
automatically create shift assignments based on when Employees are available and
prefer to work:
1. Navigate to the new week
2. Import the previous week's schedule or
saved template (clearing the work
assignments)
3. AutoFill to get the best assignments based on
Employee work time
preferences, granted time off and any other constraints you have set
4. Publish the schedule to
automatically email it to Employees and make it
available to them online, and allow them to trade shifts if you have set
that on your Settings>Employee Permissions
page
|
CONSISTENT assignments
each week |
OR if you prefer to create your schedules BASED ON KEEPING THESE CURRENT
ASSIGNMENTS EACH WEEK you can do the following instead:
1. Navigate to the new week
2. Import the previous week's schedule leaving the assignments
(if an assignment conflicts with granted time off it will be set to
unassigned) or you can Import a saved Template
which could contain all your basic shifts.
3. AutoFill to assign any open shifts if needed, or you can always
click a shift and see a list of who is available and you can
choose a worker and click Save
4. (Optional) -
ANALYZE Shifts to see how the assignments compare to
Employee work time preferences and other constraints such as
maximum
hours/shift per day/week and make any
adjustments to the shifts as needed.
5. Publish the schedule to email it to
Employees and make it
available to them online. and allow them to trade shifts if you have set
that on your Settings>Employee
Permissions page
Note that for AutoFill to work properly you will need to review the AutoFill
Maximums on the Employee List Grid and make any
necessary changes in their max hours/shifts per day/week. The default is set to
40 hours.
The ANALYZE function can be used at any time to check how the shift
assignments compare to the current work time preferences, so you can use the
second approach above of keeping the assignments intact and then use Analyze to
check for any conflicts.
