See how shift ordering affects the schedule

This tour teaches you how the schedule is affected by changes in the order of how the scheduler fills shifts. It is part of the "Additional training in how the scheduler works" tour

1. 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.

2. Open the Shift scheduling order tab

    

   Click the Shift scheduling order button in the menu bar

3. Set Friday to #1

   It is a good idea to check this ordering as you add roles to the system. Just to be sure it is accurate.

   Change Friday to 1 and then click Next.

4. 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.

5. 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 on Friday because we said it was the most important day and that they are the best.

   Please click the Update Schedule button.

6. Review the schedule

   OK so we made the first employee the best and said that the most important shifts are on Friday. If things have gone according to plan then they should be scheduled for that shift and the second employee should definitetly also be scheduled for some shifts, just not that one.

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