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Preliminary Settings

The following settings must be configured before creating a schedule.

Employees Settings

This section includes:

Employees Positions and Skills

 Employees Positions and Skills: 
  1. Select the Employees Settings field in the Welcome tree of the Main window.
          The Employees Settings window opens.

               2.    Select the Positions and Skills field in the Employees Settings pane.

    The Positions, Skills and Levels Settings window opens.

Figure 1-1   Positions, Skills and Levels Settings Window


      3.    Select Add New Position/Skill.

      The Description field opens.

      4.     Enter the required Employee Position (such as Manager) in the Description field.

      5.     Select the Check sign.

            The configured Employee Position (Manager), appears in the Position Description.

Employees Levels

      1. Configure the Employees Position/Skill as shown above.

      2.   Select View Levels.
                                3.    Select the Pencil icon in the required Type field.
              The Level pane opens.
      4.  The Type box in the Description field opens.
      5.   Enter the required Level (such as Experienced) in the Type box.
      6.  Select the Check icon in the Description field.
           The configured Employee Level (Experienced) appears in the Description field of the Level pane.

NOTETo add another Employee Level (such as adding the level of Executive), select Add New Level in the Levels pane, and repeat steps1-5 above. Adding another Level increases the organizations Shift options.

Schedule Settings

Configure the names of Shifts, such as morning, noon and night, in the Shift Names and Categories field of the Schedule Settings window.  

  1.  Select Schedule Settings in the Main window.
           The Schedule Settings pane of the Main window opens.  

     2    Select the Shift Names and Categories field in the Schedule Settings window.

 The Shift Names and Groups window opens, the Shift Names pane opened as default in the Shift Names and Groups window.

       3    Select Add New.

Figure 1-3 Shifts Names and Groups Window


The expanded Shift Names pane window opens.

Figure 1-4   Shifts Names and Groups Window


4.  Enter the required Shift Name in the Name field, for example, Morning.

5   To deny Employees Requests regarding the Shift, check the Unavailable for Employees Requests box.
allow Employees Requests regarding the Shift, do not check the Unavailable for Employees Requests box

6.   Scroll down the Shift Names and Groups window, and select OK.
      The expanded Shift Names and Groups window closes, and the configured Shift Name appears in the
      Shift Names pane of the Shift Names and Groups window, the Shift Unavailable for Employees Requests box.

See also

See also

Template Settings
Employee Details
Configuring Schedules
Relaxing Rules
Publishing Schedules