Selecting an Employee for the Shift

If you have a shift that needs to be filled, you can use the Daily View by Shift, the Shift View or the Calendar View by Shift to select a qualified employee to fill the shift. You can specify a selection rule  based on availability, position, skill, labor cost, work hour limits, seniority and other criteria and the system will present a list of eligible employees for you to select. Alternatively, if you subscribed to Employee Remote Access, you can create open shift opportunities for your employees to bid on (request to work), rather than you having to find a qualified employee to fill an open shift.

To select an employee for a shift:

1. In the Daily View by Shift, the Shift View or the Calendar View by Shift, right click on a cell and select Shift Assignment, then click Select an employee via criteria. Alternatively, from the toolbar you can click the drop-down arrow next to , and click Select an employee via criteria.

2. The shift date, name, length, time, location, number of employees assigned and number of paid hours is shown, along with a list of the employees currently assigned to this shift. Click Next.

3. Choose an existing Employee Selection Rule from the dropdown menu, or create a new one as follows:
1. With [New Employee Selection Rule] in the dropdown menu, click Edit.
2. Enter a Rule Name - a unique name for the Employee Selection Rule.
3. You can create a selection rule to look for employees:
• Who are available to work this shift
• Who have no other shift assignments on this date
• Whose work hours (including this shift) will not exceed daily limits
• Whose work hours (including this shift) will not exceed work period limits
• Whose home location is the same as this shift's location
• Who are authorized to work at this shift's location
4. Click Save.
4. Having chosen an Employee Selection Rule, click Next.
5. Enter additional filters to look for employees:
• Belonging to a certain position
• Who possess certain skills
• Who have applicable assignment reasons
6. Click Next.  A list of qualified employees is shown.
7. Check the box in the Select column for an employee in the list, and click Finish to assign that employee (or multiple employees if selected) to the shift. The schedule view will instantly update with the new shift assignments.