Source
Auto schedule >>source
source
How do I use the Source screen?
How do I?
Explanation:
The Source option can be accessed by selecting Auto schedule>>Source from the menu.
• Is used to select the employees as per the requirements from the particular group for auto scheduling the available shifts.
Source screen includes the following items:
Advance Options:
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This option is allows to expand or collapse some specific features (Only schedule employees from selected group ,Also include employees from other Group who are already scheduled in selected group)
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Only schedule employees from selected group:
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Upon click on this check button it will display the selected groups under Auto Schedule Source grid.
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Also include employees from other Group who are:
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Upon click on this check button it will display all (selected and unselected groups )the groups under Auto Schedule Source grid.
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Auto Schedule source grid includes the following columns in the grid:
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Sch. :
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Upon click on this option it will display the schedule information for the month.Please click here for more details.
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Groups:
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This column display the name of the groups and display the check box against each group to select as per requirement.
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Address:
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This column display the address of the groups.
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Zip Code:
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This column display the zip code of the place as given by the employee.
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Process:
• Upon click on this button selected groups will be process for the next steps for the auto scheduling.
Previous:
• Upon click on this button it will navigate to the Previous page.
Next:
• Upon click on this button it will navigate to the next page.
View Potential Employee Matches:
• Upon click on this button it will display the details of the employees which matches or qualified for the required shifts.Please click here for more details.
Remark:
• Before click on this button Please select the record from the Potential Matches grid.
View Failed Employees:
• Upon click on this button it will display the details of the employees who are available but do not matches or qualified for the required shifts.
• Please click here for more details.
Remark:
• Before click on this button Please select the record from the Potential Matches grid.
Search for Match:
• Upon click on this button it will display details of the employees who are qualified & who are not qualified for the required shifts .Please click here for more details.
Remark:
• Before click on this button Please select the record from the Potential Matches grid.
Pin to Requirement:
• This option is used for changing the requirement so that we may find the ideal employee for the required shift that is available.Please click here for more details.
Remark:
• Before click on this button Please select the record from the Potential Matches grid.
Quick Fill:
• Upon click on this button it will auto schedule the shift to the employee without going to Prioritize & auto schedule steps.
Remark:
• Before click on this button Please select the record from the Potential Matches grid .
Process Auto schedule Source:
• Go to Auto schedule Source page.
• Select the radio option under Advance options as per requirement.
• Select group that you wish from the Auto Schedule source grid.
• then click process button.
• then click next button and navigate to next page i.e.prioritize page. Please click here to navigate Prioritize page.
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