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Employee Work Time Preferences
Note that Employee work time preferences do not affect any already existing
shifts - they can just be used the next time you AutoFill to automatically assign shifts.
You can use the Analyze feature at any time to
compare how the assigned shifts compare to the current work time preferences.
Also the preferences can be used when finding replacements for shifts. Employee work time preferences can be used by WhenToWork for the following:
These preferences can be considered when AutoFill optimizes the schedule assignments
each week
When you click any shift, the Shift Change window will show a
list of Employees who are available to work that shift. Employees who have set
that time to "prefer to work" are listed first so that you will know the best
employees to work that shift.
Employees normally set their own preferences when they sign in, but Managers can
also set them for Employees.
REPEATING Weekly Preferences
(and FUTURE REPEATING Weekly Preferences) should be set first,
then if
certain dates are different, you can set those using Set Date Specific
Preferences. Date Specific Preferences always override Repeating Weekly
Preferences. To set the
REPEATING WEEKLY work time preferences for an employee
From any page
In the top menu click EMPLOYEES to go to the Employee List page
Click the magnifying glass next to the employee name to open the Employee details window
Click the Schedule/Preferences tab
Click the Set REPEATING WEEKLY Preferences button to open the
preferences window. (These are the normal daily preferences for the employee and
can be set down to 15 minutes for each day of the week.) Note each day shows
Midnight to Midnight.
To set "prefer to work" times click the green paintbrush button and then
"paint" over
the times you would like to change by pressing the left mouse button and holding until
you want to stop painting.
OR Click a day name to change that whole day to that color.
Be sure to click the SAVE Changes button in the lower right
You can save the preferences as a "Preference Template" to be used
for other employees. For example you can quickly add Cannot Work hours for all minor employees by
loading that preference template into each employee's "REPEATING Weekly
Preferences" grid.
Also if these Repeating Preferences will change on a certain date click the
Set FUTURE Weekly Preferences button to have new Repeating Weekly Preferences go into effect
on a certain date
To set any DATE SPECIFIC Preferences - after
setting the normal repeating preferences for an employee, you can then set any
dates that have different preferences using the "Set DATE SPECIFIC
Preferences"
button.
From the View Employee window click the Set DATE SPECIFIC Preferences
button
In this window you can use the paint rollers and and click and "paint" any
dates to set the whole date to that color
Or you can double click a date to bring up the hourly preferences for that
day
For this specific date you can paint preference times and choose to repeat
for a number of weeks. Ex. to also set these preferences for the following
Wed. choose Repeat for 2 weeks.
Click the SAVE CHANGES button when done.
(you also can open this window and click the COPY Preferences button and
then choose another date and use the PASTE Preferences button to apply those
preferences to the other date.
Related Topics:
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WhenToWork.com Online Scheduling
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