Placing Individuals On Rotation

Placing Individuals On Rotation

Purpose

  1. 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. 

Video 



Directions

1. Click on Personnel>Shift Board.






2. Click on the vacancy you want a individual to fill. 


Click on the vacancy you want a individual to fill.



3. Click on On Rotation.

Note: Your departments default shift board settings may have On Rotation by default. If that is the case, you do not have to worry about this. 







4. Type in the employees name that will be on a rotation. When they appear, select them from the list. 


Type in the employees name that will be on a rotation. When they appear, select them from the list.



5. Then fill in the following:
  • Rotation: 
    • What rotation will the individual be on? 
  • From Date: 
    • The first day the individual will be on the rotation. 
  • Until Date: Optional field. 
    • Allows for the individual to be removed from the assignment while maintaining historical data. 
  • Work Type / Subtype.
  • Project Code.
  • Kelly Days.
  • Notes. 
When done, select Save. 




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