Creating an Assignment 

Use

Employees and requirements are assigned to each other in Requirements Matchup.

Procedure

  1. Start Shift Planning.
  2. Choose Views ® Show requirements matchup.
  3. Select the requirements record in Requirements Matchup that you want to assign to an employee.
  4. Select the employee in the shift plan that you want to assign to a requirements record.
  5. Choose Edit ® Assignment ® Create.
  6. The Breakdown of Requirements Assignment dialog box appears.

    Refer to Assignment Assistant.

  7. Enter the applicable time period for the assignment.
  8. In the Interval field, enter a shift in the form of an abbreviation, for example, a daily work schedule or an individual time interval.
  9. If you want to specify additional assignment options:

  10. Choose Show options.
  11. The extended Breakdown of requirements assignment dialog box appears.

  12. Select the desired assignment options.
  13. Refer to Assignment Assistant.

  14. Choose Continue.
  15. The data is transferred to the shift plan. The period that was edited is now highlighted on the screen. When the requirements are covered, the color of the shift changes in Requirements Matchup.

  16. Choose Save.

Result

You have assigned a requirement or a shift to an employee. The employee must work the hours that have been specified for this shift.