Adding Shifts

To add a shift:

Task:

1. Select Scheduling Locations from the menu and then enter the name of the scheduling location in the Search box.

2. Select Schedule on the scheduling location card.
   

   Step Results: The schedule for the scheduling location opens.
   

3. Click Add Shift or click on a cell in the calendar grid.
   
   

   Step Results: The Basic Information card of the shift opens.
   

4. Complete the following information and click Save.

   In this field:	Enter:
   Description	A description for the shift (First, Mornings, etc.).
   Begin Date	The date of the shift. If you clicked in the calendar grid it will default to that date.
   Begin Time	The time the shift begins. If you clicked in the calendar grid it will default to that begin time.
   End Time	The time the shift ends.
   Mandatory Staff	This defaults to the count set up for the scheduling location, but you can change it if needed. This is the minimum number of staff needed for this shift.
   Service Type	The service type being provided during this shift.
   Scheduling Method	This defaults to the scheduling method for the scheduling location, but you can change it if needed. Auto Schedule - The auto scheduler assigns staff to the slots of shifts based on a complex algorithm that finds the best mix. When copying or generating a schedule, the slots in shifts are not filled. Do Not Schedule - When copying, generating or auto-generating a schedule, the slots in shifts are not filled. The schedule manager must manually assign staff to them. From Source - When copying or generating a schedule, the slots in shifts are filled with the staff from the copied week or in the shift template. The auto-generator will skip over any shift with a schedule method set to From Source.
   Schedule On-Call	If Schedule On-Call Shifts is turned on in Options, select Schedule On-Call if this is an On-Call Shift. On-Call hours do not count towards a staff's company absolute or preferred maximums and are not included in scheduled hours calculations. Staff can pick up on-call shifts even if they are already at their maximums. On-Call shifts appear on the Schedule in a lighter color and have a phone icon on them. The Scheduled Worked Time Does Not Match Logged Work Time, Scheduled Worked Time Location Does Not Match Logged Location, Not Clocked In Yet and Not Clocked Out Yet flags are not checked for On-Call Shifts.
   Notes	Any notes related to this shift that you want to appear in the calendar and print-outs.

   Step Results: The Scheduling Location Qualifications, Client Qualifications (read-only based on the clients selected), Clients (if the Include clients check box is selected in the scheduling location) and Slots cards appear with the scheduling location's defaults already selected.

• ZendeskStaffScheduling.5.log-1177353962.zip4 KB