Assigning Shifts

Scheduling by shift allows you to assign multiple employees to a previously configured shift for a specified date range.

Note: Shifts must be added to the system before this type of scheduling can be used. See Shifts for more information.

  1. Click on the main "Schedule" navigation tab at the top of the screen.

  2. From the row of links located below the main navigation tabs, click on Create Schedule.

  3. From the Schedule Type drop-down menu located at the top of the screen, select "Shift."

  4. Enter a Date Range for this schedule. Click on the icons to select the desired dates from a calendar.

  5. The Employees section allows you to select the employees to whom this schedule applies. To select employees, click on the arrow icon at the far right of the screen. The Unselected and Selected boxes appear.

    • All of your available employees are displayed in the Unselected box. To filter this list by the department that your employees are assigned to, make the desired selection from the Filter by Department drop-down menu at the top of the screen. Click on the icon to make your selection from a department map.

    • Highlight the desired employees by clicking on their names in the list (hold down the <CTRL> key on your keyboard while clicking to select multiple names).

    • Click on the [>>] icon to select the highlighted employees. The selected names are moved to the Selected box.
      Note:       If the Selected box is left empty, schedules will be created for all employees.

  6. The Department section allows you to assign this schedule to a department level. To select department levels, click on the arrow icon located at the far right of the screen. Your available department levels are displayed as links. Click on the department levels that you would like to assign to this schedule. To unassign a department, click on the link again.

  7. If you would like to assign this schedule to a specific Supervisor, make the desired selection from the drop-down menu.

  8. Select the Shift that you would like to assign this schedule to from the drop-down menu.

  9. Click on the [GENERATE SCHEDULE] icon to create the schedule.