Best Fit feature

WHAT IS BEST FIT

Best Fit is a quick easy way to find the best employee for any time block. This feature allows you to use the intelligence of the system, based on your rules, to determine which employee is the Best Fit for any given time block. It can be used to help managers find an employee to cover a time block without using the automatic scheduling.

For example, if an employee can't cover his/her normal shift, the manager can click the time block, and then use Best Fit to find a suitable replacement.

 

OPENING BEST FIT

To open the Shift Information Box, you must click on the (4_21_08c) on the chosen time block.

4_21_08b

In the Shift Information Box, click the icon of the employee with the magnifying glass ( clip0007) to get Best Fit.

clip0005

 

FINDING BEST FIT FOR THE TIME BLOCK

 

After clicking the icon, you will see a list of your employees.  Those employees who can be assigned to this time block according to your Rules will float to the top, and will show a green check mark next to their names ( 4bf) .  Those employees who could not be assigned to this time block without breaking a rule, will fall to the bottom, and will show a red icon ( 5bf).
 

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Each row has four columns in the table:

1. The first column shows a green check mark or a red X sign:

Sign

Explanation

4bf

Employee can be assigned to the time block without breaking any rule

5bf

Manager will be breaking a rule by scheduling the employee to the time block

2. The second column contains all the employee names that the manager has permission to access. See Permissions for details.

3. The third column has the score calculated based upon rules set by the managers. It is sorted in descending order, that is, highest score on top of the list. See Preference Rules to understand scoring.

4. The fourth column displays the rule that will be broken if the employee is scheduled for the time block, otherwise, it displays OK.

 

ASSIGNING AN EMPLOYEE TO THE TIME BLOCK USING BEST FIT

 

Click on any name on the list, and the system will assign that employee to the time block immediately. Managers can choose any employee, even if they will be breaking a rule.