The Shortcut procedure to replace an Employee in a Shift with another Employee enables the Organization to view all available Employees, and their degree of availability, but not their requests, regarding the relevant Shift.
To replace an Employee in a Shift by Right-Clicking:
Select the Guidance tab.
Figure 7-61 Schedule Window
Right-click on the Shift in the Schedule which the Employee is to be replaced.
The Shortcut menu opens.
Figure 7-62 Shortcut Menu Window
Select Remove Specific Employee from the Shortcut menu.
Figure 7-63 Shortcut Menu Window
The List of Employees in the Shift opens.
Figure 7-64 Shortcut Menu Window
Select the Employee to be deleted from the Shift from the list of Employees in the Shortcut menu.
The Shortcut menu closes, and the Employee is removed from the Shift.
Right-click on the Shift in the Schedule which the Employee is to be replaced.
The Shortcut menu opens.
Figure 7-65 Shortcut Menu Window
Select Assign Specific Employee from the Shortcut menu.
Figure 7-66 Shortcut Menu Window
The Employees List opens, colored boxes on the side of the Employees names.
Figure 7-67 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.
Select an Employee from the Employees List.
The selected Employee appears in the Shift.
If no Employees can be assigned, modify the Rules (see Relaxing Rules), and assign an Employee.
See also:
Standard Procedure