Setting Company Preferences

The auto-scheduler takes the company preferences such as company preferred hours for staff into account when assigning staff to slots. The company hours preferences override the staff hours preferences.

To set company preferences:

Task:

1. Select Staff from the menu and then enter the name of the staff you want to update in the Search box.
   

2. Select the card of the staff you want to set company hours preferences for.
   

   Step Results: The staff's card opens.
   

   

3. Select Edit on the Company Preferences card.

   

4. Complete the following information and click Save.
   

   Scheduling Score Adjustment	Enter a number to manually adjust a staff’s score that appears in the Assign/Reassign Staff and Find Substitute screens.
   Min Per Week	The minimum number of hours this staff should work per week.
   Max Per Week	The maximum number of hours this staff should work per week.
   Max Per Day	The maximum number of hours this staff should work per day.
   Absolute Min Per Day	The absolute minimum number of hours this staff should work per week.
   Absolute Max Per Week	The absolute maximum number of hours this staff should work per week.
   Absolute Max Per Day	The absolute maximum number of hours this staff should work per week.
   Cost Per Hour	The cost per hour for this staff.
   Do Not Auto Schedule	If selected the Auto Scheduler will never assign this staff to a shift. However, the schedule manager can still manually assign this staff to a shift if he/she meets the criteria for the shift..

• ZendeskStaffScheduling.5.log-1177353962.zip4 KB