Selecting employees

To select the employees you want to schedule using Schedule Builder
  1. In Schedule Builder, click the Employee filtering tab.
  2. If you want to filter employees by agent group, under Agent group, select the check boxes of the agent groups to schedule.
  3. If you want to filter employees by their skills, under Skill, select the check boxes of the required skills. Otherwise, skip to step 6.
  4. Under the list of available skills, select an operand.
    • If the employees must have a skill level greater or equal to the skill level required, select >=.
    • If the employees must have a skill level lower or equal to the skill level required, select <=.
    • If the employees must have a skill level exactly equal to the skill level required, select =.
  5. If you want to filter employees by name, under Select employees with this name, type an employee’s name.
  6. If you want to select specific employees, under Selected employees, select the check boxes of the employees to schedule.
  7. Click the Employee sorting tab.
    Note:

    You must configure the employee payroll information in order to select the seniority and pay rate parameters.

  8. If you want to prioritize how shifts are distributed to employees, select the Use employee sorting check box, and select the criteria with which to sort employees.
  9. If you want to assign or edit employee priority numbers, under Employee priority, select an employee.
  10. Under Priority, type a personal priority number.
  11. Click the Overrides tab.
  12. If you want to override employee work hour preferences, under Work hours, select the check boxes to override daily work hours, weekly work hours, and the minimum time between shifts.
  13. If you want to override employee availability, under Availability, select the check boxes to override employee availability and unavailable events currently applied to the schedule.
  14. If you want to override scheduled time off, under Time off, select the Override time off events currently applied to the schedule check box.
  15. If you want to override an employee's skills required to do the fixed job, under Fixed Jobs, select the Override an employee's skills required to do the fixed job.
Parent topic: Building schedules with Schedule Builder
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