Set Preferred

To set the Preferred days of the week to be scheduled within the rotation weeks, highlight the cells to configure and click on the Set Preferred button. When the scheduling process is run, employees set up with Preferred days are scheduled during the Rotating Schedules with Preferences scheduling passes. The schedules in this rotation are populated when the employee has the day selected in the rotation grid, meets all qualifications, and there is a Need in the schedule for the employee.

The system uses the employee's preferred labor distribution/activity codes as set up on the employee's Schedule Preferences screen unless a Preference Override is set.

Steps to Set the Preferred Days in the Rotating Schedule

  1. Select the days of the week during the rotation cycle that the employee prefers to work.

    • To select a single cell, click on the upper border of the cell to highlight it.

    • To select multiple adjacent days (horizontally or vertically), hold down the SHIFT key, and then click on the upper border of the first cell, then click on the upper border of the last cell. The entire range of cells is highlighted.

    • To select multiple non-adjacent days, hold down the CONTROL key on the keyboard, then click on the upper border of each cell to be set up. Each selected day is highlighted.

  2. Click on the Set Preferred button to select these days. The scheduling preferences to be populated on these days are taken from the employee's Schedule Preferences screen.

    Note  

    For more information, see Employee record > Employee Section buttons > Schedule Preferences.

    A screen appears informing the user that the employee Schedule Preferences will be used.

  3. Click on the Rotations button to return to the Rotating Schedules screen.

  4. The days selected as preferred are indicated by the Preferred icon on the rotation grid.

The following related topics are available:

Add Activity

Set Preferred Override

Add Pay Code

Clear Selected Days