The objective of this tutorial is to help you understand how to give more access to your staff under scheduler permission level for managing the assigned positions by the manager(s).
Access from your: Computer
Applies to: Managers
Scheduler permission level can be best defined as ‘Shift Manager’. The scheduler(s) has permissions to manage shifts, requests, approval, timesheets, availabilities, and vacations requested for those positions.
A scheduler can also be permitted to add and remove staff for the positions that 'scheduler(s)' can manage.
Things to know before you begin:
- You must have a manager/admin access privileges to give permissions and assign positions to the scheduler(s) for managing them.
- 'Supervisor' cannot change the permission of an 'Administrator' including users with 'Manager' access.
- You can give scheduler permission to any account type by assigning the positions under 'Scheduler Permissions' section.
Allocate Scheduler Permissions
Step 1: Click ‘Staff’ module from the top-panel and click on the name of the staff you wish to allocate scheduler permission for as shown in Image 1.
Step 2: Click the ‘Permissions’ tab as shown in Image 2.
Step 3: Select the position/s you would want your employee to have scheduler permission for as shown in Image 3.
Note: You can give scheduler permission to any account type by assigning the positions under 'Scheduler Permissions' section.
Step 4: Click ‘Save Changes’ tab as shown in Image 4.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!