530 Chapter 18 Workforce Scheduling
Loading schedules
NOTE: Your access rights determine which schedules you can view, modify, or manage.
To load a schedule
1. On the Application menu or ribbon, click Load schedules.
2. Under Please select the schedule(s) you want to download, select the schedule(s) to load.
3. If you want to load all schedules, select the Select all check box.
4. Click Load.
Populating schedules with events
NOTE:
• Your access rights determine which schedules you can view, modify, or manage.
• For ease of use and accuracy when inserting events, select a schedule view of less than 1 week
(View=>Schedule View) prior to insertion.
You can manually insert the following events into a schedule:
• Shifts
• Breaks
• Jobs
• Time off
• Unavailable periods
You can insert events in a schedule by either dropping or dragging them on an employee’s time line on the
time bar pane. You can optionally drop insert breaks or jobs into already existing fixed shifts. Drop inserting
events is most useful for fixed events, as the duration of the shift is predefined. Drag inserting events is most
useful for variable shifts, as the duration can vary depending on the defined parameters for a specific event.
NOTE: To accommodate for last minute scheduling changes, you can optionally schedule time off and
unavailable events in the middle of scheduled shifts or schedule a shift in the middle of time off and
unavailable events.

Drop inserting events

To drop insert an event
1. Click the Insert tab.
2. Click Drop.
3. Under Event, select the event to add to the schedule.
4. Under Schedule, select the schedule to add events to.
5. Under Event name, select the name of the event to add to the schedule.
6. On the time bar pane, click the employee’s time line to insert the event .
The event is added to the schedule.
7. Repeat steps 3-6 for every event to add to the schedule.
Drag inserting events
To drag insert an event
1. Click the Insert tab.
2. Click Drag.
3. Under Event, select the event to add to the schedule.
4. Under Schedule, select the schedule to add events to.
5. Under Event name, select the name of the event to add to the schedule.
6. On the time bar pane, click the employee’s time line and drag the cursor from the start time to the end
of the event.
7. Repeat steps 3-6 for every event to add to the schedule.