Adding individuals to Unassigned Persons

Adding individuals to Unassigned Persons

Purpose

  1. To explain how to add individuals to Unassigned Persons on Shift Board. 
  2. Unassigned Persons are individuals associated with the rotation, but not a specific assignment on that rotation. 
  3. These people are dragged and dropped to different positions depending on the needs of the shift, like a Float Company.


Video 




Directions

1. Click on Scheduling > 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. 


Select Save when done.



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