How to Add Shift Preferences

How to Add Shift Preferences

1. Click    to open the Global Settings

 

 

2. Click Employee Scheduling to expand the options and select Shifts Preferences

 


3. Select an Assignment Scope. To learn more, see The Assignment Scope Hierarchy

 

  •  Company – Applies to the whole company 
  •  Group – Applies to a group of employees such as a particular location or department
  •  Employee – Select one or more employees for individual application

 

4. Fill out the required fields and make the necessary selections

 

 

Setting Description
Rule Name Name of the rule that will be added to the respective assignment scope list
Rule Effective Start Date Date the Shift Preferences rule will go into effect
Maximum hours weekly
  • Restricts employees from taking additional open shifts once the maximum hours have been reached (or will be reached) 
  • Employees that have reached or will exceed the maximum hours will not be notified or see the open shift(s) on the scheduler
Hours Preferred Weekly

* For Informational Purposes only

Displays how many hours an employee prefers to work per week

Schedule Reminder
  • If Unchecked - A shift reminder notification will not be sent via email, mobile, and to the web portal of all eligible employees
  • If Checked - A shift reminder notification will be sent via email, mobile, and to the web portal of all eligible employees
    • Time Before Shift (hours) - Number of hours before a shift that an employee will receive the shift reminder notifications