Assigning employees to shifts with ASV

  1. Select Scheduling > Multi-view Scheduler > Enhanced Schedule View > Advanced Schedule View.
  2. Click the Edit Mode icon and select Details Edit.
  3. Load a schedule.
    See Displaying schedule with ASV.
  4. In the Employee Selection field, specify the employee to assign to the shift. You can use the dblookup to view the list of available employees.

    In the Employee Selection pop-up, the list displays Employee Names, FTE, Hours, and Skills for each employee. Additional columns, such as Val fields, Flag fields, Team fields (Team name, Team description, and Team flags), and WBT_UDF fields, are available and configurable to provide more detailed employee information during shift assignment.

    All columns in the Employee Selection pop-up support search and filter operations.

    Note: The Skills column displays all active skills for each employee based on the shift period during assignment. This column is enabled by default for new customers, while the Val fields, Flag fields, Team fields, and WBT_UDF fields are configurable in Config Mode.

    For upgrading customers, all new columns are hidden by default but remain configurable in Config Mode.

    See Displaying additional columns in employee selection in ASV.

  5. To filter the employee names displayed in the employee selection field, you can select from these check boxes:
    • Show Qualified Only — shows employees who have the required job qualifications to perform the shift. The Skills column continues to display all skills active during the shift period and is not affected by this check box.
    • Show Available Only — shows employees that are available during the shift time.
  6. Click Save.