Manage Staffing Tasks
Add a Paycode in the Staffing Dashboard
Staffing Managers can easily add paycodes in the Staffing Dashboard when making daily changes to the schedule, such as when employees call out sick. The scheduling updates also appear in the Schedule Planner and employee timecards and are visible to the employees’ managers.
Transfer Employees Between Locations in the Staffing Dashboard
Staffing Managers can drag and drop employees in the Staffing Dashboard to transfer them to different locations when balancing the daily schedule. The transfers also appear in the Schedule Planner and employee calendar so that they are also visible to the employees and their managers.
- On the Staffing View Summary page, select the location(s) and jobs(s) that you want to work with and select Open Selected.
- On the panel of the source location, select the employee to be transferred.
- Drag and drop the employee into the panel for the destination location.
- Select Save.
Add an Assigned or Open Shift in the Staffing Dashboard
Staffing Managers can add shift assignments and additional open shifts needed to maintain coverage requirements in the Staffing Dashboard. The schedule updates also appear in the Schedule Planner and employee calendar so that they are also visible to the employees and their managers.
Transfer an Employee from the Available Employees Panel in the Staffing Dashboard
The Staffing Dashboard includes an Available Employees panel that staffing managers can show or hide when assigning employees to fill open shifts.
Update Shift Times in the Staffing Dashboard
Staffing Managers can adjust shift times in the Staffing Dashboard when balancing coverage and maintaining today’s schedule, for example when employees stay late or leave early. The schedule updates also appear in the Schedule Planner and employee calendar so that they are also visible to the employees and their managers.
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