prioritize

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prioritize

Auto schedule >>Prioritize  

Prioritize                                                          

How do I use the Prioritize screen?

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How do I?
Maximum Scheduled Hours To Receive Additional Shifts ?
Maximum OT Qualified Hours To Receive Additional Shifts ?
Auto Schedule Destination ?
Auto Schedule Source ?
Auto Schedule Criteria ?
View Failed Employees?
View Prioritize Matches?
Sorted Employee Matches ?
Process to follow under Prioritize page?


Explanation:

The Prioritize option can be accessed by selecting Auto schedule>>Prioritize from the menu.  

•        Is used to for finding the employees from the particular group for auto scheduling for the available shifts as per requirement.

Prioritize screen includes the following items:

Advance Options:

This option is allows to expand or collapse some specific features.It Includes fallowing option under it Primary Criteria/Secondary Criteria /Final Criteria.

Following are the options that are available under Primary Criteria/Secondary Criteria /Final Criteria :

Group Preference:

Apply the filter on matches employee by group preference in (Primary Criteria, Secondary Criteria and Final Criteria).

Shift Preference:

Apply the filter on matches employee by shift preference in (Primary Criteria, Secondary Criteria and Final Criteria).

Group Experience:

Apply the filter on matches employee by group experience in (Primary Criteria, Secondary Criteria and Final Criteria).

Length Of Service:

Apply the filter on matches employee by length of service in (Primary Criteria, Secondary Criteria and Final Criteria).

Minimize hours:

Apply the filter on matches employee by minimize hours in (Primary Criteria, Secondary Criteria and Final Criteria).

Maximize hours:

Apply the filter on matches employee by maximize hours in (Primary Criteria, Secondary Criteria and Final Criteria).

Travel Distance:

Apply the filter on matches employee by travel distance in (Primary Criteria, Secondary Criteria and Final Criteria).

following options are also visible under Advance Options

Only Schedule Days without Excused Time:

Apply the filter by only days without excused time.

Only Schedule Employees With Shift Preferences:

Apply the filter by on only employees with shift preference.

Only Schedule Employees Within:

Apply the filter by selected any travel distance.

Only Schedule Within Home [GROUP]:

Apply the filter by Scheduled within home group.

Process Employees By Schedule Class:

Apply the filter by process employee by schedule class.

Do Not Schedule Overqualified Employees:

Apply the filter to do not select overqualified employee.


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Maximum Scheduled Hours To Receive Additional Shifts:
•        Includes hours that do not qualify for overtime.


Maximum OT Qualified Hours To Receive Additional Shifts:
      Only hours that qualify for overtime.

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Auto Schedule Destination:
•        It will display the name of the groups which select the employees from the Auto schedule Destination.

Auto Schedule Source:
•        It will display the name of the groups which select the employees from the Auto schedule Source.

Auto Schedule Criteria:
•        It will display the name of the criteria which are selected from the Advance options under Prioritize.

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View Prioritize Matches:
•        Upon click on this button it will display the name of the employees which are very suitable for the required shifts & also display other information related to shift.

Remark:
•        Before click on this button Please select the record from the Sorted Employee Matches grid.

View Failed Employees:
               Upon click on this button it will display the details of the employees who are available but do not qualified for the required shifts.
Please click here for more details.

Remark:
       Before click on this button Please select the record from the Sorted Employee Matches grid.

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Sorted Employee Matches:
       Sorted Employee Matches grid  will display the details of the employees who are matching  for the required shifts on the basis of the search criteria .

Following are the options that are available under Sorted Employee Matches grid :

Day:

This column displays the name of the day.

Date:

This column displays the date of the day.

Employee:

This column displays the name of the Employee.

Starting Hours:

This column displays the starting time of the shift .

Ending Hours:        

This column displays the end  time of the shift.

Group:        

This column displays the name of the group.

Additional Information:

This column display the additional information regarding the schedule like shift type,certification etc.


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Process to follow under Prioritize page:
•        Go to Prioritize page.
•        Select the Criteria under Advance options as per requirement.
•        Select group that you wish from the Sorted Employee Matches grid.
•        Then click process button.
•        Then click next  button and navigate to next page i.e.Auto schedule page.Please click here to navigate Auto schedule page .

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