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Position Preferences - Rate Employees for Positions/Locations
"Position Preferences" can be set for each Employee (similar to skills). This tells AutoFill which positions (locations) you prefer to have
each Employee work.
It can be helpful, for example, to indicate that an Employee can work a difficult position
if needed but you prefer to have them work other positions. It can also be
useful in setting which locations the Employee prefers to work (Ex. for an
Employee you can set all Location 1 positions to "prefer" and other location
positions to "dislike.") Managers (with permission to edit Employees) can
set these preferences - but you can also allow your Employees to set
their own position preferences on the SETTINGS>Global Employee
Permissions page.
To set Position Preferences for an Employee:
From any page
On the top menu hover over EMPLOYEES and choose Positions Grid
Click the pencil icon
 next to the employee name to open the
Position Preferences window
Click any Position name once to change to Prefer (green) again to change to Dislike (red) and again to change back to no preference
Click the Save Changes button
Employees do not see position preferences unless you have set "Employees Can Set
Their Preferences for Positions" to Yes on your
SETTINGS>Global Employee Permissions page. By choosing "Yes" you allow
Employees to see
and set their own preferences for locations or position preferences when they sign in.
To allow Employees to set their own Position Preferences
From any page
On the top menu hover over SETTINGS and choose Global Employee Permissions
For "Employees Can set Preferences for Positions" Click Yes
Click the Save Changes button
When Employees sign in and look at their Preferences page they will now see a list of their positions and will be able to set each position to
prefer, dislike or no preference.
Related Topics:
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WhenToWork.com Online Scheduling
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