Improve schedule management by integrating employees into Schedule Groups. These groups help arrange people with similar qualities, allowing for more effective scheduling and visibility. When adding an employee to a scheduling group, remember that the employee may be tied to a group-created schedule. Employees can be members of several groups, but each employee can only be added to one at a time.
To add an employee to a Schedule Group, follow these steps:
- Navigate to Main Menu > Schedule > [applicable Schedule Planner].
- Select ‘View By’ in the schedule and then ‘Schedule Group.”
- The first column will include all accessible groups as well as ungrouped personnel.
- To open an employee’s glimpse, right-click on their name and select ‘Add to Group.’ Note: To choose multiple employees, check the box next to each name or use control-click or shift-click, then right-click on one of them.
- In the ‘Add to Group’ tab, fill out the following:
- Select a group from the ‘Group’ dropdown list.
- Set a ‘Start Date’ and ‘End Date.’
- Confirm the selection or removal of employees from other inheritance groups for the specified period range.
- Select ‘Apply’ to finalize the addition of the employee to the specified Schedule Group.”
