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Overview: Workforce allows employers to rate employees based on their performance and qualifications to fill a certain job. Performing this qualification correctly is then relevant to facilitate shift planning and optimization.  

Start from: The Workforce module.  

  • Select Scheduling > Weekly ROTAs from the main menu.  

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  • Select the Work Center where the shift you wish to view is located. 

  • Select the Arrow icon to view shift details. 

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Once in the Projected Shift screen, you will be able to view the employees and perform the assignment by viewing the shift employee by employee or all employees. 

Rating in the display per employee 

  • Locate the employee you wish to rate in the Employee column.  

  • Right-click on the employee you wish to rate. 

  • Select Workstations from the drop-down menu. 

 

  • Check the box in all those Workstations where the employee can perform. 

  • Assign the corresponding stars to rate the employee's performance in each of the assigned workstations. You can rate progressively from 0.5 to 5 stars, with 0.5 being the lowest and 5 being the highest.  

  • Select Apply to save the changes OR Cancel to discard them. 

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Rating in the display per all employees

  • In the Projected Shift screen, right-click on any employee. 

  • Select Enabled Workstations (All Employees) from the drop-down menu. 

 

  • Select the Workstation you want to enable for the employee. 

  • Assign the appropriate stars in the employee's performance rating. 

Notes: You can unassign a workstation to the employee using the trash can icon. With the + and - icons you can assign or unassign all workstations to the employee. 

  • Select Apply to save the changes OR Cancel to discard them.