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How will you assign shifts to employees? (not .HCM) (Are you using the…
How will you assign shifts to employees? (not .HCM)
Are you using the Scheduling Engine?
YES, all shift assignments will be made by the Scheduling Engine
EITHER click the "edit" button for your Schedule or Schedule Template, OR click "View by Employee" for your Schedule or Schedule Template
NO, all shift assignments will be manual
Manual Shift Assignment
some YES some NO
First make manual assignments
Click the "View By Employee" button for the Schedule or Schedule Template
Select from List Method
Click on an open shift and click "Assign Employee"
Click the plus sign next to the employee
.
After you are finished with manual assignments, use the engine to assign the remaining open shifts.
Click the "Assign Shifts" button
Drag and Drop Method
Click and hold a shift from the open shits area
Drag the shift to an employee line and let go.
This workflow applies to Schedules and Schedule Templates.
This workflow does NOT apply to .HCM