Assigning Skills, Scheduled Cost Centers, & Scheduler Profiles  

Purpose

This document serves as a comprehensive guide for assigning Skills, Scheduled Cost Centers, and Scheduler Profiles within the Green Leaf Elevated System.

Please note that this guide may not address every scenario, and certain features may be hidden or unavailable based on your company's specific configuration or your user permissions. If you have any questions regarding the assignment of Skills, Scheduled Cost Centers, or Scheduler Profiles, or if you need clarification on the functionality of these features, please contact your assigned specialist for further assistance.

Overview

For the Scheduler to function effectively, each employee must have three key assignments:

1. Skill – The specific tasks or responsibilities an employee is qualified to perform. This may align with their job title or outline the activities they will carry out on any given workday. An employee can be assigned multiple skills to reflect their cross-trained abilities.

2. Scheduled Cost Center – The location where the employee will perform each assigned skill. Employees can be assigned to multiple cost centers. This differs from the Default Cost Center, which is assigned to employees during the onboarding process.

3. Scheduler Profile – Defines the employee's work schedule (e.g., Full-time, Part-time, Union, etc.). Only one profile can be assigned.

During the implementation phase, we will assist with assigning the necessary Skills, Cost Centers, and Scheduler Profiles. After implementation, these assignments must be managed manually for all new hires and existing employees, either during onboarding or as needed.

  Skill Assignment

1. Navigate to: Main Menu > Team tab > My Team icon > Employee Information > Employee Information icon, or use the search bar to search for the employee's name.

2. Once in the Employee Profile, navigate to the Time Keeping & Scheduling tab.

3. Find the Skills widget, then click + Add.

4. Select the Skill(s) to Assign
   A dialog box will appear showing all available Schedulable Skills.

• Select the checkbox next to the skill(s) you want to assign, then click Apply.

5. Set a Primary Skill (Optional)
   If you’re selecting more than one skill, you can designate one as the Primary:

1. Before clicking Apply, check the Primary box next to the skill you want to set as primary.

2. Alternatively, to change a skill to Primary after assignment:

1. Click the three-dot ellipsis (…) next to the skill.

2. Select View/Edit.

3. In the dialog, enable the Primary checkbox to mark it as the Primary skill.

6. Click Save to confirm the skill assignment.

  Scheduled Cost Center Assignment

1. Navigate to: Main Menu > Team tab > My Team icon > Employee Information icon > Time Keeping & Scheduling tab.

2. Find the Scheduled Cost Center widget, select the three dot ellipses in the top right-hand corner, then select the Add Cost Centers option.

3. A dialog box will appear displaying all available Scheduled Cost Centers for you to assign. Select the checkboxes next to the Scheduled Cost Center(s) you wish to assign, then click Apply.

4. If you are assigning multiple Scheduled Cost Centers, you have the option to designate one as the Home Cost Center and another as the Float Cost Center. These assignments are optional. Below is an explanation of each option:

1. Home Cost Center

1. This designates the team member’s primary location, where they are primarily scheduled. It acts as their "home" base.

2. Float Cost Center

1. If a team member is assigned a Float Cost Center, they will not appear on the schedule roster for that location. Instead, they will be available for managers to add to the schedule at any time as a floating resource.

3. No Home or Float Assigned

1. If no Home or Float Cost Center is assigned, the team member will be scheduled evenly across all of their assigned Scheduled Cost Centers and will appear on the schedule rosters for each one.

2. To view all shifts your team members may have across different schedules, make sure the Show Shifts From Other Schedules option is enabled on your Schedules page. This ensures you can see shifts from all locations in the system.

 Scheduler Profile Assignment

To ensure employees can be scheduled, they must have a Scheduler Profile assigned. This profile defines important rules, such as the maximum number of hours an employee can work per day/week and other scheduling restrictions.

1. Navigate to: Main Menu > Team tab > My Team icon > Employee Information icon > Time Keeping & Scheduling tab.

2. Look for the Profiles panel on the right-hand side. If it's collapsed, you may see a 'Profiles' button. Click the button to expand the panel.

3. Next, search for Scheduler and click the magnifying glass icon to display a list of available Scheduler Profiles. Select the appropriate profile, then click Save in the top right-hand corner.