|Top Previous Next|
To setup tasks, click on the Tasks in the left-side menu
The following screen is displayed:
To add a new task, click the to the left of Add new Task.
To edit a task, click the to the left of the task you wish to edit.
Background Color: When the color scheme is changed to Color by Task, the background color specified will be the background color of the shift, if left blank, the background color will be the default color.
Foreground Color: When the color scheme is changed to Color by Task, the foreground color specified will be the text color of the shift, if left blank, the text color will be the default color.
Changing employees qualified for a Task: To add employees qualified for a task, select the Qualified Users tab and click Add. Then move the employees you want to add to the right side and click OK. By clicking on the symbol you will move all users to the right and by clicking on the you will move all users to the left.
To remove employees qualified for a task, select one or more checkboxes next to the employees names and click Remove.
Qualifying an employee for a category item can be used in conjunction with the qualification rule, to ensure that employees are only scheduled where they are qualified. You can enter a rank which can be used in conjunction with the rank rule, to prefer employees who are better suited for certain tasks, departments, areas, etc. when using auto-scheduling features. Qualifications and ranks have no effect unless the corresponding rule has been added in the Rules section.
You can also add a pay rate to these employees to change their hourly wage when working in this task. This feature will only work if payroll is selected for that category item.
To remove a task, click the to the left of the task you wish to remove.