Assigning Scheduling Locations to Staff

The auto-scheduler only schedules staff at approved scheduling locations and takes the manager's location preferences into account when assigning staff to slots. Additionally when assigning staff to shifts and displaying available shifts to staff, only those where the staff is approved to work are valid.

To assign an approved location to staff:

Task:

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

2. Select the card of the staff you want to assign to a scheduling location.
   

   Step Results: The staff's card opens.
   

   

3. Select Add on the Approved Scheduling Locations card.
   

   Step Results: The Approved Scheduling Locations pop-up opens.

4. Select the scheduling location(s) the staff is approved to work and then click Save.
   
   

5. If the scheduling location is one you prefer the staff to work at, select the Preferred: Mgr. check box.

   Note: The Staff check box is read-only and maintained by the staff.

   

6. Select the minus sign next to a scheduling location to remove it from the staff.

   

   Step Results: A confirmation pop-up appears.

7. Select Yes to remove the approved scheduling location.

• ZendeskStaffScheduling.5.log-1177353962.zip4 KB