Advanced Scheduling - Maintaining or Adding Workload Templates
In order to maintain current templates navigate to the Hamburger Menu,> Gear Icon > Scheduler Set Up > Workload Templates
If current Workload Templates are already created you may want to make Edits. If you need to create a new template from scratch, skip down to the "Add New"
Edit Current Workload Templates
From here, you can click into the pencil to add or edit existing shifts that are part of your current template.
Then you can add rows by clicking "add row", edit existing by overriding the current data, or delete by clicking the x next to the line.
Add New Workload Template
If you'd like to create a completely new template from scratch rather than clicking the pencil icon on the Workload Template Screen - choose "Add New". Then came the Workload Template accordingly, such as "Retail". Below, enter the information accordingly to build your Workload Template.
How to Create a Workload Template
How to Create a Workload Template Import
Please see the below video on how to create a template to import directly into the system, rather than manually create. The document referenced in the video is attached to the article. Please provide the finished product to your implementation specialist or upload it to the "Workload Template Import" section in the system.
Advanced Scheduling - Adding and Maintaining Skills
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Advanced Scheduling Admin and Manager Guide
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Advanced Scheduling - Creating a Schedule
When creating a schedule, there are a few options such as manually creating the schedule, utilizing a pre-made template (workload template), and/or templates related to POS System data, etc. All options are found in the Advanced Scheduling Tool. ...
Recorded Training - Advanced Scheduling Part 1
In this training session, we cover Advanced Scheduling and the settings required to allow the system to function as smart as possible. We discuss the differences between Basic Scheduling and Advanced and the criteria needed to allow Advanced ...
Advanced Scheduling Reports & Navigation
Below are some reports you may want to refer to when managing the schedules. There may be additional reports needed that pull in time along with scheduling based on what data is needed but the below really covers reports related to coverage, etc. All ...