Employees may be added to a Shift for various reasons, such as the need to re-enforce the staff due to unexpected circumstances.
To add Employees to a Shift:
Check Employees Schedule Requests (see Reports Listing Employees who Placed a Request, Arranged in Alphabetical Order), in order to disregard Employees who have placed requests not to be assigned for the Shift (for example, an Employee who cannot be assigned that day due to a wedding).
Select a candidate Employee for the Shift, from the Employees List.
NOTE: Ensure that the Guidance tab is selected
Figure 7-53 Schedule Window
The selected Employees name in the Employees List is highlighted. The Schedule appears grey, highlighting Shifts that the Employees are assigned to, and displaying Employees Shift Requests, marked by Colored Lines.
NOTE: Colored Lines: Each color signifies a varying degree of Employee compatibility to the Shift according to Employees Requests:
A Red line signifies that the Employee cannot be assigned to the Shift, according to the Employee Request.
A Yellow line signifies that the Employee has denoted that it is preferable not to be assigned to the Shift.
A Green line signifies that the Employee can be assigned to the Shift.
Figure 7-54 Schedule Window
Check if the selected Employee has placed a Text Message:
Figure 7-55 Schedule Window
A Text Message icon appears next to Employees in the Employees List, who have placed a Text Message.
b. Select the Text Message icon next to the Employees name in the Employees List.
Figure 7-56 Schedule Window
The Text Message appears at the bottom of the Schedule window.
4. If the selected Employee can be assigned (taking into account the above limitations), drag-down and drop the Employee from
Figure 7-57 Schedule Window
The modified Schedule is published on the Employees Web Site (see Employees Web Site).
Replacing an Employee in a Shift
Removing an Employee from a Shift
Comparing Employees Shifts
Adding New Shifts