See how employee shift preferences affect the schedule

This tour teaches you how the schedule is affected by changes in Employee Shift Preferences. It is part of the "Additional training in how the scheduler works" tour

1. Switch to the employees page

   On the employees page you can see all employees in the system, add employees & access their profiles.

   1. Please click Company in the navigation bar.
   2. Click the Employees link.
   3. Click the Back to Employee list link in the top left

2. Select yourself from the list

   You will get a little better set up in the next few steps

   Click your name

3. Open the Shift Preferences section

   Employee shift preferences are important. When people are scheduled to work when they prefer to work they are more likely to have good attitude.

   Click Shift Preferences

4. Set preferences for a role to up

   Employees can give a shift a thumbs up () or a thumbs down () to indicate whether they like a shift or not. No thumbs means they're neutral on it.

   Isn't it nice to have a spot to see when each employee likes to work?

   Click the Edit button to begin editing.

   Set the value for a role to for all shifts they are eligible for.

   When you are finished, click Save and then Next

5. Switch to the schedule page

   The Schedule page is where you make and review the schedule. You can also enter your demand forecast if you want our help deciding how many people to assign, or want to use that data in reports.

   Right now we are just going to create the schedule and then send a copy of it to you.

   1. Please click Schedule in the navigation bar.
   2. Click the "Schedule" link.

6. Update the schedule

   Once the schedule updates we should see that the first employee & the second employee are both scheduled and that the first employee is scheduled more because you set their employee shift preference to for the new role

   Please click the Update Schedule button.

7. Review the schedule

   Pretending that the first employee prefers the the new role shifts should ensure that they're scheduled more than the second employee. That happens because so far we've said they have the same proficiency, qualifications, and management shift preference.

   Next we will check the scheduling order to make sure that we are on the same page about which days and shifts are the more important ones for your business.

   Give the schedule a once over before moving on to the next step.

8. Switch to the employees page

   On the employees page you can see all employees in the system, add employees & access their profiles.

   1. Please click Company in the navigation bar.
   2. Click the Employees link.
   3. Click the Back to Employee list link in the top left

9. Select yourself from the list

   You will get a little better set up in the next few steps

   Click your name

10. Open the Shift Preferences section

    Employee shift preferences are important. When people are scheduled to work when they prefer to work they are more likely to have good attitude.

    Click Shift Preferences

11. Set preferences for a role to neutral

    Employees can give a shift a thumbs up () or a thumbs down () to indicate whether they like a shift or not. No thumbs means they're neutral on it.

    Isn't it nice to have a spot to see when each employee likes to work?

    Click the Edit button to begin editing.

    Set the value for a role to neutral for all shifts they are eligible for.

    When you are finished, click Save and then Next