Advanced Scheduling - Maintaining Schedule Manager and Constraints (Step 2)

Advanced Scheduling - Maintaining Schedule Manager and Constraints (Step 2)

In Advanced Scheduling, there are rules/"Constraints" that are set up in the background to ensure you are able to assign budgets, managers, and Cost Centers to the template being built. When your account is created, this is built for you, but from time to time, you may need to make some edits. To edit the current settings, navigate to Hamburger Menu > Gear Icon > Scheduler Set Up > Schedule Settings

Here, click the pencil on the Settings you'd like to edit. If you have the same rules across all templates, you'd only see one option. 

This step is where you're giving company-wide rules. 


When you open up the settings you will see the below criteria that can be edited. 

Name/Date/Budget/Managers/Groups

 

Here you can update the name of the rules. 

You can update the start date of the rules.
The budget can be updated. 
The manager can be updated by clicking on the highlighted "double people" icon as seen below. 
The group of employees can be updated by clicking on the "double people" icon. 

 




Assigning Cost Centers to the Rules


Then you'd want to assign the cost center the rules apply to as seen below. If you only have one set of rules, add all applicable cost centers. 

 


Adding Constraints

Then you can add "Constraints" such as the alert when passing the budget, as seen below. To open the window, choose "Add Schedule Constraint" on the upper right.




Shift Creation Rules

FYI We no longer have to add "Convert Time Off Requests To Shifts", this will be done automatically. If you do add this it will double the time off. 


If you need assistance in understanding this step, please reach out to your assigned representative. 


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