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Configuring Scheduling Teams

Scheduling teams are used to group Self Scheduling Units and employees. Each team is given a certain time frame in which employees can select shifts or modify scheduling information. Teams are rotated on a regular cycle to give employees in a team first choice in selecting shifts during their pick period.

In This Section

To create a scheduling team

See Also

Configuration Steps

Creating a Scheduling Org Level

Adding Org Details to a Scheduling Org Level

Designating a Default Scheduling Org Level

Associating Positions with Scheduling Org Details

Creating Shift Types for Self Scheduling

Associating Shifts with Self Scheduling Shift Groups and Units

Shift Activity Wizard

Designating Self Scheduling Units

Associating Self Scheduling Shifts with Units

Adding Positions to Schedule Teams

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To create a scheduling team
  1. Open the Configuration menu, and then the Self Scheduling Setup window.
  2. Click the Teams button on the main toolbar.
    The Lookups for Schedule Team dialog opens.
  3. Click Add.
  4. Type a name for the scheduling team in the Description box.
  5. Type a short description and abbreviation for the team in the appropriate boxes.
  6. Ignore the User Default check box.
    The check box is inactive on the Lookups for Schedule Team dialog.
  7. Click Save.

    lookups for schedule team dialog

  8. Click Close.

After you have created schedule teams, you need to associate positions with those teams.

See Also

Configuring Scheduling Teams