How to Add Shift Preferences

1. Click to open the Global Settings

2. Click Employee Scheduling to expand the options and select Shifts Preferences

3. Select an Assignment Scope. To learn more, see The Assignment Scope Hierarchy

Company – Applies to the whole company
Group – Applies to a group of employees such as a particular location or department
Employee – Select one or more employees for individual application

4. Fill out the required fields and make the necessary selections

Setting	Description
Rule Name	Name of the rule that will be added to the respective assignment scope list
Rule Effective Start Date	Date the Shift Preferences rule will go into effect
Maximum hours weekly	Restricts employees from taking additional open shifts once the maximum hours have been reached (or will be reached) Employees that have reached or will exceed the maximum hours will not be notified or see the open shift(s) on the scheduler
Hours Preferred Weekly	* For Informational Purposes only Displays how many hours an employee prefers to work per week
Schedule Reminder	If Unchecked - A shift reminder notification will not be sent via email, mobile, and to the web portal of all eligible employees If Checked - A shift reminder notification will be sent via email, mobile, and to the web portal of all eligible employees Time Before Shift (hours) - Number of hours before a shift that an employee will receive the shift reminder notifications