Step 2: Make adjustments to the current week

MANY WAYS TO MAKE ADJUSTMENTS

 

Still in the current schedule after initializing the week, you can now make any necessary adjustments. You can automatically assign any open time blocks you may have in the week, or you can manually assign them without any hints from WorkSchedule.Net. You can add, remove, or change time blocks.  You can copy time blocks from day to day or group to group. See Using the time block editors, and especially it's subtopic, Manipulating time blocks for all the ways you can manipulate and view the time blocks, which is how you can change the schedule.

 

ASSIGNING EMPLOYEES TO TIME BLOCKS

 

If you have created your recurring schedule with open time blocks, this is the step where you can instruct WorkSchedule.Net to assign employees to these time blocks before you post your schedule. Optionally you can manually assign employees, or you can even do some of both.

 

How do you want to assign employees?

 

1.Manually: To assign employees manually you can either select the time blocks and then click on the desired employee in the far left menu Users drill down (see Assigning employees). Optionally you can use the edit functions, or change properties of many time blocks at once.
2.Manual Assist (with hints): There are two manual assist functions. The first one allows you to simply click on a time block, and see your employee choices in a pop-up list, which orders them for you, best to worst, and shows you which ones would violate your rules. You can click on an employee in the list to instantly assign that employee to the time block. This is called the Best Fit feature. WorkSchedule.Net can also detect any violations of your rules in the time blocks that you have already assigned using the Show Conflicts mode.
3.Automatic: With the auto-scheduling feature, WorkSchedule.Net automatically assigns the open time blocks you select to the best employee according to your rules.

 

What's Next?

 

After you finish all your modifications, go to step # 3: Post the schedule