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Assigning Employees to Shifts

Assign Employees to specific Shifts for several reasons, such as following an Employee request regarding the Shifts, or assigning a competent Employee to an important Shift, and so on.

Note: Assigning an Employee to a specific Shift in the Schedule, applies only to the Schedule being configured.

Assign Employees in the following manners:

• Standard Procedure
• Smart Manual Assignment
• Right-Clicking

Standard Procedure

To assign Employees to a Shift by Standard Procedure:

Drag-down an Employee from the Employee List to the relevant Shift.

Smart Manual Assignment

To assign Employees to a Shift by Smart Manual Assignment:

1. Select the Guidance tab in the Schedule window.

   The Guidance tab is highlighted.

   Figure 7-22 Schedule Window

    

2. Select the required Shift in the Schedule.

The following details appear next to Employees names in the Employees List, indicating Employee compatibility to the Shift:

1. A Colored Box. Each color signifies a varying degree of Employee compatibility to the Shift according to the configured Rules:

   • A Black box signifies that the Employee cannot be assigned to the Shift.

   • A Red box signifies that the Employee must not be assigned to the Shift.

   • A Yellow box signifies that it is preferable not to assign the Employee to the Shift.

   • A Green box signifies that the Employee can be assigned to the Shift.

   NOTE: Rules can be modified to enable a previously unsuitable Employee to be assigned to a Shift (to modify Rules, see Relaxing Rules).

2. 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 7-23 Schedule Window

    

3. Drag-down and drop an Employee from the Employee List in the Schedule window, into the required Shift.

The Employee is assigned to the Shift.

Figure 7-24 Schedule Window

 

Right-Clicking

To assign Employees to a Shift by Right-Clicking:

1. Select the required Shift in the Schedule.

2. Right-click.

   The Shortcut menu opens.

   Figure 7-25 Shortcut Menu Window

    

3. Select Assign Specific Employee from the Shortcut menu.

   Figure 7-26 Shortcut Menu Window

    

   The Employees List opens, Colored Boxes on the side of the Employees names.

   Figure 7-27 Employees List Window

    

    

   NOTE: Each colored box signifies a varying degree of Employee compatibility to the Shift according to the configured Rules:

   • A Black box signifies that the Employee cannot be assigned to the Shift.

   • A Red box signifies that the Employee must not be assigned to the Shift.

   • A Yellow box signifies that it is preferable not to assign the Employee to the Shift.

   • A Green box signifies that the Employee can be assigned to the Shift.

4. Select an Employee from the Employees List. 

The selected Employee appears in the Shift.



See also:

Selecting the Week
Adding Templates
Modifying Schedules
Preventing Employees from being Assigned to Schedules
Creating a Schedule
Reviewing the Alerts Report
Managing Vacancies in a Shift
Relaxing Rules
Publishing Schedules