Advanced Scheduling Troubleshooting Guide   

Table of Contents

1. Most Common Root Causes
   
2. Scheduling Requirements
   
1. Required Employee Assignments
   
2. Additional Requirement for Scheduling Managers
   
3. No Schedule Visibility for a Location I Manage
4. Team Members Are Missing from the Schedule Roster
5. Team Members Are Not Being Auto-Assigned Shifts
6. No Employees Appear Under the Qualified Tab
7. No Shifts Appear in the Open Shifts Panel
8. Additional Tips
   

Most Common Root Causes   

Most Advanced Scheduling issues are caused by one of the following:

• Missing Skill assignment

• Missing Scheduled Cost Center assignment

• Missing Scheduler Profile assignment

• Missing Managed Scheduled Cost Center assignment (for managers)

• Availability conflicts

• Approved time-off conflicts

• Schedules not being published

Scheduling Requirements   

Employees must have the following assignments to participate in Advanced Scheduling:

Required Employee Assignments   

Skill

• Defines what the employee can do.

• Employees may have multiple Skills assigned.

Scheduled Cost Center

• Defines where the employee can work.

• Employees may have multiple Scheduled Cost Centers assigned.

Scheduler Profile

• Defines scheduling parameters, such as employment status (FT or PT) and scheduling limits.

• Employees can only have one Scheduler Profile assigned.

• Determines which locations a manager can create and manage schedules for.

• Managers may have multiple Managed Scheduled Cost Centers assigned.

Full Guide: Employee Scheduler Assignments & Maintenance (Adv. Scheduler)

1. No Schedule Visibility for a Location I Manage   

Problem   

I can't view or create schedules for a location I'm responsible for managing.

Cause   

The required scheduling access assignments are missing.

Solution   

Verify that you have been assigned:

• The appropriate Managed Scheduled Cost Center

• The appropriate Security Profile

Both assignments are required for schedule visibility and can be reviewed on the Employee Information page.

If you're unsure which assignments you should have, contact your manager or system administrator.

Full Guide: Managed Scheduled Cost Center Assignment (Adv. Scheduler)

2. Team Members Are Missing from the Schedule Roster   

Problem   

One or more employees do not appear on the schedule roster.

Cause   

The employee may be missing one or more required scheduling assignments:

• Skill

• Scheduled Cost Center

• Scheduler Profile

Solution   

Review the employee's assignments using either:

• Employee Information

• Advanced Scheduling Employee Audit

Navigation Path

Main Menu → Team → My Team → Employee Information → Advanced Scheduling Employee Audit

To update assignments:

1. Open the employee record.

2. Select the three-dot menu (...).

3. Select Employee Information.

4. Navigate to the Time Keeping & Scheduling tab.

5. Add or update the employee's Skills and Scheduled Cost Centers.

6. Assign the appropriate Scheduler Profile in the Profiles section.

Full Guides: Advanced Scheduler Employee Audit and Employee Scheduler Assignments & Maintenance (Adv. Scheduler)

3. Team Members Are Not Being Auto-Assigned Shifts   

Problem   

The scheduler is not automatically assigning an employee to an available shift.

Cause   

The employee does not meet one or more scheduling requirements.

Solution   

1. Select the shift.

2. Choose Assign Employee.

3. Open the Others tab.

4. Review the Violations column to identify the issue preventing assignment.

Common Violations   

Problem  

Employee does not have the required Skill.

Cause  

The employee is missing the Skill associated with the selected shift.

Solution  

Assign the required Skill through the employee's Employee Information page.

Problem  

Employee exceeds daily or weekly scheduling limits.

Cause  

The assigned shift would exceed the limits established by the employee's Scheduler Profile.

Solution  

• Verify the employee has the correct Scheduler Profile assigned.

• Check whether the employee is already scheduled elsewhere during the same scheduling period.

Problem  

Employee is unavailable during the shift.

Cause  

The shift falls outside the employee's availability or conflicts with approved time off.

Solution  

Review the employee's availability and any approved time-off requests. Update the records if necessary.

Helpful Tip   

Employees listed under the Others tab can still be manually assigned to shifts.

The system may display a warning indicating that a scheduling rule is being violated. This warning does not prevent assignment; it simply alerts you to the exception.

4. No Employees Appear Under the Qualified Tab   

Problem   

No employees appear under the Qualified tab when attempting to assign a shift.

Cause   

Employees do not meet the qualification requirements for the selected shift, or they're missing required scheduling assignments.

Solution   

1. Open the Others tab.

2. Review the Violations column to identify why employees are not qualified.

3. Correct any missing Skills, Scheduled Cost Centers, or Scheduler Profile assignments.

If the employee does not appear under either the Qualified or Others tab, review the employee's information in the Advanced Scheduling Employee Audit.

Navigation Path

Main Menu → Team → My Team → Employee Information → Advanced Scheduling Employee Audit

Verify the employee has the correct:

• Skill

• Scheduled Cost Center

• Scheduler Profile

Any missing assignments can be updated through the employee's Employee Information page.

5. No Shifts Appear in the Open Shifts Panel   

Problem   

The Open Shifts Panel is empty and no shifts are available for assignment.

Cause   

Shifts have not been generated from the imported Workload Coverage.

Solution   

1. Return to the Workload Coverage page.

2. Verify the correct Workload Template has been imported.

3. Select Generate Shifts for Open Coverage.

This action generates shifts from the imported workload coverage and populates the Open Shifts Panel, allowing you to begin assigning shifts to employees.

 Additional Tips   

• Use the Advanced Scheduling Employee Audit as your first troubleshooting tool when employees are missing from schedules.

• Review the Violations column whenever an employee does not appear under the Qualified tab.

• Confirm employees have the correct Skill, Scheduled Cost Center, and Scheduler Profile assignments before troubleshooting other issues.

• If employees cannot view their schedules, verify that the schedule has been published.