Welcome back to Tip Tuesday! This week we will be talking about the tips and tricks to efficiently scheduling your employees. There are 4 main features we provide to increase the speed and accuracy of your scheduling: the Recurring Schedule, Schedule Templates, Auto-Scheduling, and the Get Best Fit Tool. This week we will be specifically talking about the Get Best Fit Tool. Check back on the previous Tip Tuesday Posts to learn about the other 3 features.
The Get Best Fit Tool
This is the more manual way to auto-schedule while still saving time over flipping between screens. The Get Best Fit Tool shows you who is able and who is unable to work a specific shift, as well as showing the reasons they are unable and their individual grade if applicable. This is a better option over flipping between screens or referring to spreadsheets for availability and qualifications as we detail all this information for you in one easy to find location!
In order to use the Get Best Fit Tool, go into the Current Schedule. There will be an icon that looks like the one I have circled in the image below:
Upon clicking this icon, you will be brought to a little window with several other icons. I have circled the Get Best Fit icon below:
Each row has four columns in the table:
- The first column shows a green check mark or a red X sign:
- – Employee can be assigned to the time block without breaking any rule
- – Manager will be breaking a rule by scheduling the employee to the time block
- The second column contains all the employee names that the manager has permission to access. See Permissions for details.
- The third column has the score calculated based upon rules set by the managers. It is sorted in descending order, that is, highest score on top of the list. See Preference Rules to understand scoring.
- The fourth column displays the rule that will be broken if the employee is scheduled for the time block, otherwise, it displays OK.
As you can see in the picture, I have many employees that are OK to be selected for this shift. This means that they do not break any rules. However, one of my employees, Jason Benders, has an error that is showing. This error, “DOUB SCHED”, represents “double scheduling” because he is already scheduled for that day. There are many other errors that can show up and it all depends on your rule sets. Regardless of errors, admins and managers can still select whichever employee they want.
That’s all for this week’s Tip Tuesday post! If you have any questions regarding this topic feel free to email us at firstname.lastname@example.org or call us at 866-846-3123. Make sure to check back next week for more tips and tricks for using Workschedule.Net!