Click on link to watch our video:  How to Schedule an Employee

To schedule an employee(s) to an Assignment:

Click on an Open Slot within that assignment:

From there, you will be presented with a popup:

Start with establishing the Recurrence Pattern:

You can schedule the employee within an assignment to repeat based on a set pattern. This is useful if your employees operate on a set schedule. By setting the employees to recur / repeat, it allows you to more easily schedule your personnel on a set pattern and only have to schedule them once. The system will then auto populate the assignments, based on your programmed rotations.

As you can see, many pattern options exist and there are many choices that have already been pre-built. In the unlikely event that your shift pattern is not already in the system, you can create your own Custom Rotation. 

As mentioned above, there are a few unique options that can be set when scheduling an employee. One of these is the ability to add a 'note' to this employee. By doing this, a yellow notepad icon will appear next to his name in the crew scheduler. This will allow you to then hover over, and view the note for the day.

You can then add the remaining employees to assignments in the very same manner. If the number of employees scheduled is below minimum staffing for the assignment, in this case 3, the numbers will be red in color. Once all 3 positions have been scheduled, they will turn to green and reflect 3/3. 

To Edit an employee that is scheduled on a recurring schedule, you must take into careful consideration what you are attempting to accomplish. When an employee is scheduled on a recurring pattern, the employee becomes a 'record' of that recurrence. This means that any change to that recurrence can cause issues if not done correctly.

If you want to edit a single instance of the occurrence, it is often best to simply click on the employee's name on the day in question, make the change, and then click Save. This will save the changes for that day only, and not effect the rest of the recurring pattern.

If you want to make a more global change to the employee record, you will need to end the recurring pattern on the last day of the 'old' record, and then enter a new separate schedule entry with the new repeating pattern.

In the CrewScheduler, you can select the 'Add Additional' employee for a day, which will not change your minimum staffing levels within the assignment, but will allow you to schedule one-off employee(s) in the assignment for a singe day. Or you can use the 'Add Open Slot' option, which will change your minimum staffing for the assignment moving forward, however you can hover over an added open slot, and click the appearing red "trashcan" icon on the right to remove it.

Note: You can schedule more than the minimum number of personnel per assignment. In this case, you could have 4/3 people assigned to this assignment.