The scheduler allows you to plan your schedules by position so you can quickly see if your positions are filled.
1- Activate the view by position
To access the view by position, simply activate the “Manage by position” option in the filters on the left of the planner.
You can then create your shifts for each position.
2- Create a shift with the view by position
First, you should know that the shift will initially be created as an open shift (unpublished), which will allow you to confirm which employees are available to work it.
Simply create the shift, then you can choose whether you want to leave it as an open shift or assign it to someone.
To do this,
Click on the “+” in the desired day to create a new shift
Enter the start and end times
Breaks (if necessary)
Any other relevant information such as a task, a note, etc.
If you want to leave the shift as a shift to be filled, click on “Create”
If you want to assign the shift, click on “Create and transfer”.
If you have chosen the transfer option, a window will open showing you the available employees to whom you can assign the shift.
Simply select the person to whom you wish to assign the shift and click on “Transfer.”
