Factor 5 Referentes Bibliográficos

When you assign a shift to a date, you have two methods that can be used, drag -n- drop or a right click of the mouse.

Drag -n- Drop Method - Click on the desired shift in the list and while holding down the mouse drag the shift to the date(s). The mouse pointer will change to:

This mouse pointer identifies that you are over an area where you can assign the shift. This mouse pointer identifies that you are not over an area where you can assign the shift.

• Add Shift - This menu item allows you to select a shift from the available list to assign to the selected date(s). Selecting “New…” will allow you to create an on-the-fly shift that will be used once for that one date for that one employee.

• Delete Shift - This menu item allows you to remove the shift from the selected date(s) before assigning the schedule to the employees.

• Add Non-Work Time - This menu item allows you to post non-work time to the selected date(s).

• Delete Non-Work Time - This menu item allows you to delete or remove non-work time from the selected date(s) before assigning it to the employees.

• Make Recurring - This menu item allows you to set a shift assignment to recur for the selected day every week for all open pay periods. For example, if you have a shift assigned on Wednesday August 18 and the Make Recurring option is selected, the shift will be assigned to every Wednesday not the 18th _{of every month. Note:}

The recurrence is base on the DAY not the date.

• Restore Recurring Shift - Select this menu item to restore a recurring shift that was deleted for a single date.

Note: This menu item will not be available if recurring shifts were deleted using “All Days” under the Delete Recurring Shift menu item.

• Delete Recurring Shift - This menu item allows you to remove a recurring shift from the selected date(s) before assigning the schedule to the employees. Selecting This Day Only deletes the recurring shift for the selected date. Selecting All Days deletes the recurring shift from the selected day for every week.

• View Coverage - This menu item will display a coverage chart for the selected single date. This will allow you to determine if you have too much or not enough labor coverage for the selected single date. Note: Double clicking on a date will also open the labor coverage chart.

How do I assign a shift to a single date for a group of employees?

Drag -n- Drop method

• Select the Scheduling tab on the ribbon bar. The Summary window will display.

• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.

• At the date navigation toolbar, select the calendar month to work with.

• Select and drag the desired shift from the list to the appropriate date on the calendar. • Set the desired Grouping, None, Department or Employee Type.

• From the list, click on the employees to apply the shift, you know the employees are selected when the box is checked like this .

Note: If you are assigning a shift to a date that has a shift already assigned the Schedule Conflict window will display. Resolve the conflicts and click the Save and Exit button.

Right Click method

• Select the Scheduling tab on the ribbon bar. The Summary window will display.

• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.

• At the date navigation toolbar, select the calendar month to work with. • Right click on the appropriate date on the calendar, a menu will open. • Choose Add Shift and select the desired shift from the fly-out menu. • Set the desired Grouping, None, Department or Employee Type.

• From the list, click on the employees to apply the shift, the employees are selected when the box is checked like this .

• Click Save Shift Assignments, the shift will be assigned to the highlighted date for the selected employees.

Note: If you are assigning a shift to a date that has a shift already assigned the Schedule Conflict window will display. Resolve the conflicts and click the Save and Exit button.

How do I assign a shift to multiple dates for a group of employees?

Drag -n- Drop method

• Select the Scheduling tab on the ribbon bar. The Summary window will display.

• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.

• At the date navigation toolbar, select the calendar month to work with.

• Click on the first desired date and while holding down the mouse drag to select the dates on the calendar. • Select and drag the desired shift from the list to one of the highlighted dates on the calendar, the shift will be

assigned to all highlighted dates.

• Set the desired Grouping, None, Department or Employee Type.

• From the list, click on the employees to apply the shift, the employees are selected when the box is checked like this .

• Click Save Shift Assignments, the shift will be assigned to the highlighted dates for the selected employees.

Note: If you are assigning a shift to a date that has a shift already assigned the Schedule Conflict window will display. Resolve the conflicts and click the Save and Exit button.

Right Click method

• Select the Scheduling tab on the ribbon bar. The Summary window will display.

• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.

• At the date navigation toolbar, select the calendar month to work with.

• Click on the first desired date and while holding down the mouse drag to select the dates on the calendar. • Right click on one of the highlighted dates and a menu will open.

• Choose Add Shift and select the desired shift from the fly-out menu, the shift will be assigned to all highlighted dates.

• Set the desired Grouping, None, Department or Employee Type.

• From the list, click on the employees to apply the shift, the employees are selected when the box is checked like this .

• Click Save Shift Assignments, the shift will be assigned to the highlighted dates for the selected employees.

Note: If you are assigning a shift to a date that has a shift already assigned the Schedule Conflict window will display. Resolve the conflicts and click the Save and Exit button.

How do I assign a recurring shift to a single day for a group of employees?

Recurring shifts are shifts that recur for the selected day every week for all open pay periods. For example, if you have a shift assigned on Wednesday August 18 and the Make Recurring option is selected, the shift will be assigned to every Wednesday not the 18th _{of every month. Note: The recurrence is base on the DAY not the date.}

Drag -n- Drop method

• Select the Scheduling tab on the ribbon bar. The Summary window will display.

• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.

• Select and drag the desired shift from the list to the appropriate day in the calendar view. • Right click on the day with the shift assigned, a menu will open.

• Choose Make Recurring, the shift will be assigned to the selected day for every week. • Set the desired Grouping, None, Department or Employee Type.

• From the list, click on the employees to apply the shift, the employees are selected when the box is checked like this .

• Click Save Shift Assignments, the shift will be assigned to the highlighted day for the selected employees and will recur every week until the shift assignment is changed.

Note: If you are assigning a shift to a date that has a shift already assigned the Schedule Conflict window will display. Resolve the conflicts and click the Save and Exit button.

Right Click method

• Select the Scheduling tab on the ribbon bar. The Summary window will display.

• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.

• Right click on the appropriate day in the calendar view, a menu will open. • Choose Add Shift and select the desired shift from the fly-out menu. • Right click on the day with the shift assigned, a menu will open.

• Choose Make Recurring, the shift will be assigned to the selected day for every week. • Set the desired Grouping, None, Department or Employee Type.

• From the list, click on the employees to apply the shift, the employees are selected when the box is checked like this .

• Click Save Shift Assignments, the shift will be assigned to the highlighted day for the selected employees and will recur every week until the shift assignment is changed.

Note: If you are assigning a shift to a date that has a shift already assigned the Schedule Conflict window will display. Resolve the conflicts and click the Save and Exit button.

How do I assign a recurring shift to multiple dates for a group of employees?

Recurring shifts are shifts that recur for the selected day every week for all open pay periods. For example, if you have a shift assigned on Wednesday August 18 and the Make Recurring option is selected, the shift will be assigned to every Wednesday not the 18th _{of every month. Note: The recurrence is base on the DAY not the date.}

Drag -n- Drop method

• Select the Scheduling tab on the ribbon bar. The Summary window will display.

• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.

• Click on the first desired day in the calendar view and while holding down the mouse drag to select the days. • Select and drag the desired shift from the list to one of the highlighted days. The shift will be assigned to all

highlighted days.

• Right click on a highlighted day with the shift assigned, a menu will open.

• Choose Make Recurring, the shift will be assigned to the selected days for every week. • Set the desired Grouping, None, Department or Employee Type.

• From the list, click on the employees to apply the shift, the employees are selected when the box is checked like this .

• Click Save Shift Assignments, the shift will be assigned to all highlighted days for the selected employees and will recur every week until the shift assignment is changed.

Note: If you are assigning a shift to a date that has a shift already assigned the Schedule Conflict window will display. Resolve the conflicts and click the Save and Exit button.

Right Click method

• Select the Scheduling tab on the ribbon bar. The Summary window will display.

• Click the Go to Assign Shifts View button, the workspace will open allowing shift assignments by groups of employees.

• Click on the first desired day in the calendar view and while holding down the mouse drag to select the days. • Right click on one of the highlighted days and a menu will open.

• Choose Add Shift and select the desired shift from the fly-out menu. The shift will be assigned to all highlighted days.

• Right click on a highlighted day with the shift assigned, a menu will open.

• Choose Make Recurring, the shift will be assigned to the selected days for every week. • Set the desired Grouping, None, Department or Employee Type.

• From the list, click on the employees to apply the shift, the employees are selected when the box is checked like this .

• Click Save Shift Assignments, the shift will be assigned to all highlighted days for the selected employees and will recur every week until the shift assignment is changed.

Note: If you are assigning a shift to a date that has a shift already assigned the Schedule Conflict window will display. Resolve the conflicts and click the Save and Exit button.