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Employee Positions Grid - quickly review and
edit Employees' Positions and "Position Preferences"
You can set each Employee's positions (and optional
position preferences) on
their Add or Edit
Employee page, or you can use the Employee Positions Grid to quickly set
them for all employees.
To set Positions with the Employee Positions Grid:
From any page:
In the top menu hover over Employees and choose Positions Grid
Check off the positions for each Employee (see shortcuts below)
Click the Save Changes button
When viewing the grid you
can see which positions are set for each Employees and any position
preferences that are set you can see a color in the cell background of each
position. Positions preferences can also be set from the
Edit Employee page or from the Positions Grid.
Shortcuts for using the Employee Positions Grid:
- click the top checkbox in any column to set all Employees to that
position
- click the first column checkbox to set that Employee to work all
positions
- hover over any position name column title to see the whole position name.
If it is very long it may appear blank - resize column width to display
- hover over any checkbox and you will see the Employee and position name
To set "Position Preferences" using the Employee Positions Grid:
- click the pencil icon next to the Employee name
- click the position to change the cell color to green (prefer), pink
(dislike) or again back to white no preference
- click the Save Changes button
- Reload the Employee Positions Grid page using the refresh button or F5
 The positions grid can be printed using the print button on that tab.
If you have more than 150 positions, you must filter to one
position or
position group
with less than 150 positions to see the grid.
Related Topics:
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WhenToWork.com Online Scheduling
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