See how management shift preferences affect the schedule

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

1. Switch to the roles page

   From the roles page you can review and create roles. Employees can see when each role's shifts occur, and who is qualified and trained to work that role.

   1. Please click Company in the navigation bar.
   2. Click the Roles menu item.
   3. Finally click the Back to Role list link in the top left

2. Select a role for the next few steps

   Please click a role

3. Open the Management Shift Preferences section

   Management shift preferences let you order who you prefer to work each shift for this role

   Click Management shift preferences

4. Set the employee to 0 just for now

   Ranking employees by shift lets us know who you prefer to work when. It also helps us know who to recommend for trades.

   It is fine to have more than one person with the same rank. Set the rank to 0 and they will never be scheduled for that shift.

   Click the Edit button to begin editing.

   Set the value for the employee to 0 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 is not scheduled because you set their managment shift preference to 0 for the new role

   Please click the Update Schedule button.

7. Review the schedule

   If we've done this right then the first employee should not be scheduled because we their "Management Shift Preferences" to 0. Bear in mind that most of this stuff is "set it and forget it" and that once you have everyone entered you won't adjust things often

   Next we will undo the "Management Shift Preferences" change.

   Then we will change the first employee's employee shift preferences and pretend they like one shift more than the others. We recommend letting employees express their preferences, but whether the scheduler takes those preferences into consideration is entirely up to you

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

8. Switch to the roles page

   From the roles page you can review and create roles. Employees can see when each role's shifts occur, and who is qualified and trained to work that role.

   1. Please click Company in the navigation bar.
   2. Click the Roles menu item.
   3. Finally click the Back to Role list link in the top left

9. Select a role for the next few steps

   Please click a role

10. Open the Management Shift Preferences section

    Management shift preferences let you order who you prefer to work each shift for this role

    Click Management shift preferences

11. Set the employee to 1 just for now

    Ranking employees by shift lets us know who you prefer to work when. It also helps us know who to recommend for trades.

    It is fine to have more than one person with the same rank. Set the rank to 0 and they will never be scheduled for that shift.

    Click the Edit button to begin editing.

    Set the value for the employee to 1 for all shifts they are eligible for.

    When you are finished, click Save and then Next