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 and clear 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 by doing the following:
1. Navigate to the new week
2. Import the previous week's schedule (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 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
|
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 our
basic shifts with no one having time off etc.
3. AutoFill to fill any open shifts if needed, or you can always
click a shift and see a list of who is available to work it 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
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. To do this, in the
top menu click Employees and in the max hours/shift per week/day columns change
any maximums and then click the Save Changes button.
The Analyze function can be used at any time to check how the shift
assignments compare to the 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.
