Set up roles for the scheduler

Overview: Workforce allows managers to create shifts manually in the scheduler, so they can make adjustments and assign shifts when automatic scheduling does not meet their needs.

Start from: The Workforce module.

• Select Scheduling > Scheduler 2.0 from the main menu.

• Parameterize the planner to be able to access the main grid.

To make the parameterization, see Access the scheduler.

Once in the grid, you can assign the shift in two ways:

Weekly or monthly view

• Locate the employee and the day where you are going to assign the shift in the grid.
• Right click on the box corresponding to the day and employee to display the menu.
• Select Add Shift.

• In the pop-up window, set the Start and End time of the shift.
• Select the Activity to be performed during the shift.

Notes: If you select the Add button, you can set several time slots with different activities for the same employee.

• Select Accept to save the shift OR Cancel to discard it.

Daily view

• Locate the employee and shift start time on the grid.
• Click on the start time and hold down while dragging the cursor to the end time of the shift.

• In the pop-up window, set the Start and End time of the shift.
• Select the Activity to be performed during the shift.

Notes: If you select the Add button, you can set several time slots with different activities for the same employee.

• Select Accept to save the shift OR Cancel to discard it.