Stations Section: Assigning Employee Skills to Stations

Modified on Sat, Jan 16, 2021 at 1:07 PM

Stations Section: Employee Tab

Go to Stations and select a station. Then Deployments > Employees tab.



How Does This Functionality Help You?

  • You know that employees are skilled to work in the station(s) to which they are assigned.
  • You can use the skill level (priority) to be sure your highest skilled employees are scheduled first when auto-fill is used.

About Employee Assignments:
  • Employees cannot be scheduled to a shift in a station unless they have been assigned a skill level at that station. 
  • You can assign employees to stations from three places. Instructions are provided for using each method.
    - From Stations section/Employee tab – Use when you want to assign multiple employees to one station. See Station Section.
    - From Employee section/Station tab – Use when you want to assign multiple stations to one employee. See Employee Section.
    - From Stations section/Tools Folder/ Mass Update Skills – Use when you want to quickly add, update or clear skills for multiple employees and/or multiple stations. See Mass Update for more information.
About Employee Skill Levels:
  • Employee skill levels (priority) are 0 – 9, with 9 being highest.
  • Auto-fill only schedules employees with a skill level of 1-9.
  • A skill level of 0 means the employee can only be manually assigned by the scheduler a shift at this station. (This adds the employee to the Available Employees list in the Schedules section to allow for manual shift assignment. See Schedules Section: Available Employees List.)

Station Section: Assign multiple employees to one station
  • Open the Stations section. 
  • Select the name of the Station . 
  • Select Deployments and choose Employees. 
  • Choose Add and select employees to add.
  • If you want the employee eligible to work that station, enter a priority of 0-9. 
  • Select Save. 
  • To remove an employee, select that employee and choose Remove.

Video: How to Deploy and Remove Station Employees




Employee Section: Assign multiple stations to one employee 
  • Open the Employee section. 
  • Select the name of the employee. 
  • Select Deployments > Stations in the top menu bar. 
  • Choose Add and select stations to add.
  • If you want the employee eligible to work that station, enter a priority of 0-9. 
  • Select Save. 
  • To remove a station, select that station and choose Remove.

Video: How to Assign and Remove Employees from Stations




How auto-fill uses priority level
  • Each employee is assigned to the shifts in the stations with their highest priority level first. Then they are assigned to other stations using the skill level in the descending order from 9 to 1. 
  • For each station, the highest skilled employee is filled in the shifts first. Then shifts are filled using the skill level in descending order. 
  • Auto-fill is also enforcing all other scheduling constraints entered. 


Schedules Section: Available Employees List
  • Open the Schedules section, open a schedule, and list the shifts.
  • Select the name of an employee assigned to a shift (or on an EMPTY shift). A a pop-up window lists the shift details. 
  • Choose Assign to view employees available for that shift.
    - The list shows all employees that are eligible to work at that station as they have been assigned a skill level.
    - Double check the conflict column to make sure you're not double scheduling anyone.

Video: How to Assign and Remove Employees from Scheduled Shifts


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