Set up team staffing

Audience: Admins and managers responsible for building and assigning work schedules.

Learning outcome: Configure team staffing, know when it is appropriate, and use it to generate shifts efficiently.

Overview

Team staffing lets you define the composition and minimums for a team, such as required positions or skills per shift. When you schedule with a team, the system can create the corresponding open shifts and suggest or notify qualified employees, which speeds up scheduling and helps ensure coverage.

Team staffing works best when your schedule criteria are set to position, skill, or qualification. It is less effective if your plan schedules only by location.

Prerequisites

• Create schedule criteria first.

• Create a schedule plan that uses those criteria.

Create a team

1. Go to Scheduling and open the Team Staffing tab at the top of the page.

2. Click the ellipsis > Add.

3. Enter a Name (for example, Day crew or Night crew) and choose a Color for easy visual identification when schedules are created.

4. Optionally add Notes to apply whenever this team is used.

5. Under Team definitions, click the plus sign.
   

6. Click the ellipsis > Add to add the roles or attributes that match your plan’s criteria. Select a location, a department, a position, and and set minimums and maximums for the number of employees needed. Required means minimum and Total means maximum. For example, quality inspectors required (min) 1; total (max) 1; assemblers required (min) 1; total (max) 3).

7. Click Save.
   
   

8. Click Save.
   

9. You can edit a team to change requirements, such as increasing a role’s minimum count.

   Archive a team to remove it from scheduling when it is no longer needed.
   

Use team staffing to create shifts

In the Scheduler, switch to a By Team Staffing view and select the team and time range. The system creates the required open shifts for each defined role so you can assign employees or publish to notify qualified workers.

Because the team structure encodes minimums, managers can see when coverage is incomplete and take action.

If you have questions, call (888) 783-1493, email [email protected], or submit a ticket.