Add days off in the scheduler
The scheduler lets you assign and view employees' days off, making it easier to manage rest periods and organise teams. There are several ways to create and assign days off:…
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- Overview: Workforce 2.0Filter the employee gridCustomize the employee panelExport employee dashboard informationManage employee detailsCreate an employeeChange an employee's email addressManage employee "employment conditions"Terminate an employee using the direct methodSet work restriction periods for an employeeAssign or change punch-in codePermissions and actions: Workforce 2.0View the staff dashboard
- Revise indirect work within the shiftView shiftsSet up sales forecastAssign an employee to a shift in a different centerRate employeesUnderstand default and enabled workstationsUnderstand the importance of stars in optimizationConfigure shift optimizationUnderstand how employees are considered for optimizationView productivityView sales forecastUnderstand the types of optimizationView personnel costsPrint, assign, and swap shiftsView absenteeism incident from a shiftView shift graphs and analyticsDelete and restart weekly shifts (ROTAs)Copy shiftsMark shift as completedConfigure favorite shiftsChange the order of employees in a shiftManage workstations for all employees in a ROTA
- Add days off in the schedulerOverview: Scheduler 2.0Customize the shift scheduler view by dateGenerate a schedule with optimizationManage scheduling forecastsAdd or remove employees from a work centerConfigure clusters in the schedulerAdd a generic positionManage favourite shifts and sequencesConfigure sales forecastAssign favourite shifts or sequences to an employeeView specific day information on the schedulerManage employees in the shift schedulerOptimize the shift planner view using employee KPIsManage shift status in the SchedulerManage alerts in the SchedulerManage shift statusView your team's labor complianceManage workstationsView employee shift requestsCreate a shift manually in the schedulerView shifts filled with ShiftFinderFilter and group employees in the schedulerAccess logs within the schedulerManage scheduler alertsEnter employee shifts by batchConfigure the schedulerSet up favourite shifts and sequencesUnderstand default and enabled workstationsUnderstand the importance of stars in optimizationUnderstand how employees are considered for optimizationUnderstand the types of optimization
- Get all the information needed for a settlementView read and confirmed shiftsView reports on employee transfersView an employee length of service per unitUnderstand if a contract is about to endView the attendance control report for an inspectionView complementary (variable) hoursGenerate a ROTAs control reportGenerate ROTA KPIs reportGenerate reports on workers' night hoursView hours worked by employee or work centerAnalyze projected vs. actual worked time
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Scheduler 2.0
32 articlesUse updated scheduling tools to manage team rotas.
Overview: Scheduler 2.0
- Shifts
- Scheduler
Workforce allows managers and supervisors to plan employee shifts. This article explains how the new shift planner is organised and introduces the main tools that support day-to-day planning management.
Customize the shift scheduler view by date
- View
- Scheduler
- Customize
Workforce allows site managers to customise the shift planner view by date, so they can focus on specific time periods and plan accordingly.
Generate a schedule with optimization
Workforce allows general managers to generate a schedule with optimization to ensure that all parameters are considered when planning time for their team. Optimisation helps managers create efficient schedules by…
Manage scheduling forecasts
Workforce allows managers to assign specific business to each employee, to organize staff according to different areas within the site.
Add or remove employees from a work center
Workforce allows managers to view within the scheduler the shift requests made by employees through GIR Staff, so they can consider employee preferences and increase overall workforce satisfaction.
Configure clusters in the scheduler
Workforce allows managers to view and offer vacant shifts through the ShiftFinder functionality. In this way, available shifts that need to be filled can be quickly identified in the scheduler.
Add a generic position
Workforce allows managers to manage the workstations assigned to employees to ensure that each employee is placed in the position that best matches their skills and the operational needs of…
Manage favourite shifts and sequences
Workforce allows you to plan shifts based on sales or traffic budgets, which facilitates optimized forecasting of the ideal number of personnel, visualizing the difference between ideal and projected personnel,…
Configure sales forecast
The Workforce scheduler allows employers to organize shifts quickly and easily by using favourite shifts and previously saved sequences.
Assign favourite shifts or sequences to an employee
Through the Workforce app, employers can generate shift proposals quickly and easily, so that they can cover specific needs and unforeseen events that affect the established shift schedule.
View specific day information on the scheduler
The Workforce scheduler allows you to optimize the organization of team tasks and informs you promptly about scheduling conflicts, thus ensuring smooth business operations that meet employees' contractual requirements.
Manage employees in the shift scheduler
- Employees
- Scheduler
Effectively managing employee schedules and related details is essential for ensuring optimal shift coverage, regulatory compliance, and staff satisfaction. The Workforce planner allows managers to assign shifts, swap schedules, manage…
Optimize the shift planner view using employee KPIs
Workforce allows managers and workplace supervisors to optimize the shift planner view using employee KPIs, enabling them to improve shift planning based on performance metrics.
Manage shift status in the Scheduler
In this video tutorial, we will explore how to manage and update shift statuses in Workforce, ensuring that scheduling remains clear and accurate. Here’s how to effectively handle this process:
Manage alerts in the Scheduler
In this video tutorial, you will learn how to manage and clear alerts in the Workforce planning system, ensuring that employee shifts are correctly organised and free of conflicts. Here…
Manage shift status
Workforce allows managers to visualize the labor compliance of their teams through the scheduler, so they can ensure they are operating and performing their shift planning as required by law.
View your team's labor compliance
Workforce allows you to manage shift forecasting based on sales using the shift planner, so you can adjust staffing levels and ensure optimal service delivery.
Manage workstations
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.
View employee shift requests
To make proper use of the Workforce scheduler it is necessary to ensure that work centers are correctly configured and information about their schedules and when those schedules are applied…
Create a shift manually in the scheduler
The scheduler lets you assign and view employees' planned shifts, making it easier to organise teams and manage operational cover efficiently. There are several ways to create and assign shifts:…
View shifts filled with ShiftFinder
Workforce allows managers to add generic jobs into the shift planner so that they can account for variable staffing needs and last-minute change in planning.
Filter and group employees in the scheduler
The scheduler lets you group and filter employees to make planning easier and faster. Each user can adapt the view to their needs and work more efficiently.
Access logs within the scheduler
Workforce allows managers to assign specific roles to different employee profiles. In the case of shift managers, they are allowed or restricted access to specific functionalities of the scheduler to…
Manage scheduler alerts
Sometimes the employee load of one or several business units is too large, which makes the list of employees to be planned difficult to manage. To improve the organization and…
Enter employee shifts by batch
Through its shift planner, Workforce enables shift managers to make advanced configurations to optimize shift assignments and reduce time spent on manual shift planning tasks.
Configure the scheduler
To quickly and accurately view and begin assigning shifts to employees, managers need to know how to easily access the scheduler.
Set up favourite shifts and sequences
The Workforce scheduler allows for easy management of favourite shifts and sequences, so that shift managers can make changes and configurations quickly.
Understand default and enabled workstations
Holiday carryover between years allows employers to ensure that employees' labor benefits are maintained over time and comply with established local regulations.
Understand the importance of stars in optimization
Cash sheet records allow managers to properly track all the different varieties of financial transactions that come into the business and how they are made.
Understand how employees are considered for optimization
Workforce allows employers to easily recognize and manage employee tenure at a business unit through a detailed work history report. This report not only allows you to see the personnel's…
Understand the types of optimization
When it comes to weekly ROTAs, Workforce allows the projection of weekly schedules in several ways, including optimization. Once the pre-configuration is done, the optimization allows the schedules to be…
