Employees Assign Scheduling Locations to Staff

The auto-scheduler only schedules staff at approved scheduling locations and takes the manager's location preferences into account when assigning staff to slots. Additionally when assigning staff to shifts and displaying available shifts to staff, only those where the staff is approved to work are valid.

Complete the following steps to assign an approved location to staff:

  1. Select Staff from the menu and then enter the name of the employee you want to update in the Search box.

    Select Staff from the menu and then enter the name of the staff you want to update in the Search field.

  2. Select the card of the staff you want to assign to a scheduling location.

    Select the card of the staff you want to assign to a scheduling location.

    The staff's card opens.

    The staff member's card opens.

  3. Select Add on the Approved Scheduling Locations card.

    Select Add on the Approved Scheduling Locations card.

    The Approved Scheduling Locations pop-up opens.

  4. Select the scheduling location(s) the staff is approved to work and then click Save.

    Select the scheduling location(s) the staff is approved to work and then click Save.

  5. If the scheduling location is one you prefer the staff to work at, select the Preferred: Mgr. checkbox.

    The Staff checkbox is read-only and maintained by the staff.

    If the scheduling location is one you prefer the staff to work at, select the Preferred: Mgr. checkbox.

  6. Select the minus sign next to a scheduling location to remove it from the staff.

    Select the minus sign next to a scheduling location to remove it from the staff.

  7. A confirmation pop-up appears. Select Yes to remove the approved scheduling location.