- Accessing Alerts: You will begin by accessing the 'Alerts' section from the 'Detailed Information' button. This section is crucial for identifying and managing any notifications that require attention.
- Employee Filtering: Next, you will filter for a specific employee, in this case Jess, to focus on their particular alerts and needs. This allows you to concentrate on resolving one employee's issues at a time, facilitating a more detailed approach.
- Shift Editing: Once you have identified the employee and their corresponding alerts, you will return to the shift screen where you can directly edit the shift that needs modification. You will learn how to adjust details such as the start and end time of the shift to ensure it meets the required working hours.
- Alert Update and Review: After making changes, the system will automatically update the planning grid, showing the modifications made. Then, you will return to the alerts to filter again for Jess and verify that all adjustments have resolved the previously identified alerts.
- Additional Modifications: Additionally, the tutorial covers how you can change the grid view from weekly to daily, allowing you to see the selected day divided into hours and adjust the duration of shifts more precisely.
- Finalisation: Finally, you will confirm that all changes have been satisfactory and that Jess no longer has any alerts, thus concluding the modification of their schedule.
This tutorial is essential for administrators and human resource managers who use Workforce to effectively manage personnel, ensuring that each employee has the appropriate shifts and that the planning system is optimised and error-free. Throughout the video, practical tips and clear guidelines are provided to handle various situations that may arise in the daily management of shifts.
