The objective of this tutorial is to help you understand how to sort and schedule the available staff by seniority.
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 email@example.com. Happy Scheduling!