The objective of this tutorial is to help you understand how to sort and schedule the available staff by seniority.
Access from your: Computer
Applies too: Managers, Supervisors, Schedulers
Start date is used to determine the seniority when scheduling or sorting employees.
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to sort and schedule the available staff by seniority.
- Start date must be defined in each profile of the staff under ‘Staff Module.’
- If no start date is set for employee profile, those members will show up at the top when sorted.
Seniority-Based Track and Scheduling
Step 1: Click ‘Shiftplanning tab from the top panel as shown in Image 1.
Step 2: Select ‘Schedule Overview’ from the filter panel as shown in Image 2.
Step 3: Create a shift or click on an existing desired shift where you want to schedule employees based on seniority as shown in Image 3.
Step 4: From the shift edit window, click the three dots at the top right of the window as shown in Image 4.
Step 5: Click ‘Sort by Employee Date/Sort by Employee Name’ as shown in Image 5 and 6.
Step 6: Check the box next to the employee(s) name to assign employees to the shift as shown in Image 7.
Step 7: Click ‘Save & Close’ as shown in Image 8.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!