WorkEasy separates coverage planning from employee assignment. Use Shift Planner to record work that still needs people. Use Scheduler to manage shifts assigned to specific employees.
Use Shift Planner for open work
An open shift describes the date, time, Schedule Criteria, and number of employees needed before every position has been assigned.
In Shift Planner, managers can:
Create open shifts.
Specify how many employees are needed.
Publish open shifts.
Monitor remaining coverage needs.
Fill openings through the organization’s configured process.
Use Scheduler for assigned work
An assigned shift belongs to a specific employee. Use Scheduler to review and manage employee schedules.
In Scheduler, managers can:
Review employee schedules by week.
Add shifts for specific employees.
Change assigned shifts.
Publish employee schedules.
Compare planned and actual time when that information is available.
How Shift Planner and Scheduler work together
Create the coverage need in Shift Planner.
Review and publish the open shift when it is ready for the configured filling process.
Fill the opening through employee pickup, manager selection, direct assignment, or assisted scheduling, depending on your organization’s configuration.
After an employee is assigned, manage that employee’s shift in Scheduler.
Important: Saving an open shift is not the same as publishing it. Employees cannot act on a standard open shift until it enters the configured publishing and filling process.
Key terms
- Open shift
- Work that needs one or more employees and has not been fully assigned.
- Assigned shift
- Work that is already assigned to a named employee.
- Schedule Plan
- The configuration that controls the workforce, Schedule Criteria, time zone, workflows, and scheduling behavior.
- Schedule Criteria
- The group or custom-field attributes used to organize and describe scheduled work.