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 Scheduling to function. The main areas covered are as follows below with supporting articles to assist. We hope you enjoy the training and recommend also attending Part 2 for full Advanced Training understanding.
Advanced Scheduler Overview Advanced Scheduling allows for automation of schedule creation by using Skills and Scheduled Cost Centers to determine where employees can work and what the employee can or will be doing for the scheduled shift. The goal ...
In this training we discuss how to actually create a schedule in Advanced Scheduling. We also go over what schedules look like after they are posted and employee functionality. The last part of the training covers trouble shooting when employees are ...
When it comes to Advanced Scheduling, Skills are required in order to determine what "Role" aka Skill needs to be filled on the schedule. More than one Skill can be assigned to employees and will be the title you see when creating schedules. For ...
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, ...
In order to manage anything on the actual Schedule, a manager must have the proper security profile, have access to the team they oversee, and must be assigned to the "Managed Cost Center". Below is an overview of all three steps to ensure your ...