Overview: Workforce allows managers or shift managers to add or remove an employee from a work center to accommodate transfers, staffing changes, or temporary shift assignment 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.
Add employee
Once in the main grid, select the three dots button ••• in the header, above the list of employees.
Select Add Employee from the drop-down menu.
In the Add Employee pop-up window, you can use the various filtering fields to facilitate the employee search OR you can scroll down directly to the Employee box and search the drop-down for the employee you are adding.
Notes: The fields in the Add Employee window are not mandatory, they are only filtering levels to facilitate the search in the Employee field.
Remove employee
Employees added to the work center from other centers will appear in the grid as long as they have scheduled shifts for the period you are viewing. Otherwise, they will be automatically removed from the list.
For example, imagine that for the week of April 22-26, you need an employee from another business unit, so you add him to your schedule and assign shifts to him. If you later extend the period you are viewing from April 22 to May 15, this new employee will remain on your grid, as he has shifts at the center within the period you are managing.
But, if you change the period you want to manage to May 1 to May 15, if this employee has no shifts assigned during that period, he will be automatically removed from the grid.
This way of removing employees could change in the future, where employee deletion could be made a manual action by the user.