There are various filter options in the Shift Planner to find qualified staff. The necessary information for each individual staff member is entered on the General tab and the Properties tab of the staff member item.
- Enable Shifts for the new staff member if you want to see them in the Shift Planner.
- Select a Group and Subgroup from the drop-down menu. The staff groups allow the targeted assignment of staff members to open shifts.
- Group even more precisely by Department, Position, Performance or Core team.
- For further optional groupings of items, use the expandable picklists in the Type and Code fields. Both are used to structure data and facilitate searches by adding information.
- More
Added fields as defined for your company can be found on that tab in the side navigation.