Placing Individuals on a Single Day

Placing Individuals on a Single Day

Purpose

  1. To explain how to place individuals on the Shift Board for a single day. 


Video 




Directions

1. Click on Scheduling > Shift Board. 






2. Click on Vacancy.


Click on Vacancy



3. Type in a individuals name in the Employee box and select them when they appear. 


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. 


You can then confirm the individual has been placed on the assignment by viewing the section.

    • Related Articles

    • Placing Individuals On Rotation

      Purpose To explain how to place individuals on the Shift Board on a rotation. Placing users on rotation allows them to appear on the assignment each day they are scheduled to work, without you having to move them there every time. The system will do ...
    • Shift Board Overview: Single Day

      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 ...
    • Placing Individuals on Compound Rotations

      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 ...
    • Placing Individuals on Leave from the Shift Board

      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 ...
    • Shift Board Overview: 30 Day View

      Purpose To provide an overview on the 30 Day view on the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. Click on 30 Days. 3. The upper left hand corner has several useful features: The expand collapse button allows you to ...