Adding individuals to Unassigned Persons
Purpose
- To explain how to add individuals to Unassigned Persons on Shift Board.
NOTE: This is similar to a float company, individuals can be dragged to other assignments from Unassigned Persons.
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module.
Video
Directions
1. Click on Personnel>Shift Board.
2. Click the plus sign.
3. Fill in the following:
- Employee Name.
- Rotation.
- From.
- Until.
- This is optional.
- Start and End time.
- Kelly Days.
- When turned on, you will have to put the recurring time off, when it starts, and the time off type.
- Notes.
4. Select Save when done.
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