Schedule Criteria

How to Create Schedule Criteria

The Schedule Criteria, or rules, define an eligible group (such as location, department, or position) used within a Schedule Plan. A Schedule Plan is essentially a calendar where employees are assigned their schedules. Multiple calendars can be created, and employees can be assigned to different ones. These calendars can be configured with various Schedule Criteria to meet specific scheduling needs. 

  1. Navigate to Global Settings >Scheduling > Schedule Criteria.
  2. Click Add.
  3. Enter a Name.
  4. Select an applicable Criteria Field.
  5. Click Save.
  6. Once the new schedule criteria is added, you have the option to edit or archive (remove) it.

You're done! 😊

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