To explain how to place individuals on the Shift Board for a single day.
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 on Vacancy.
3. Type in a individuals name in the Employee box and select them when they appear.
4. You can then change:
Work Type.
Work Subtype.
Project Code.
Start and End Time.
Add any notes.
When done, click Save.
5. You can then confirm the individual has been placed on the assignment by viewing the section.
Purpose To provide an overview of the Single Day view on the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. The upper left hand corner has several useful features: The collapse button allows all vacancies to be hidden on the ...
Purpose To explain how to place individuals on the Shift Board on a rotation. 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. ...
Purpose In this article, we will dive into how to assign users to a compound rotation. Compound rotations allow for you to assign different assignments to users in a rotating basis. In this article and video, we will be using a 48/96 schedule, where ...
Purpose To explain how to place individuals on leave from the shift board. Video Directions 1. Click on Scheduling >Shift Board. 2. Drag the user that you are putting off to the time off section of the scheduling deputy. 3. You can also right click ...
Purpose In this article, we will learn how to: Select the proper permissions for managing Time Off Requests. How to approve or deny Time Off requests. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access ...