From the Wizard menu select Unfilled Shifts.

The following menu will appear:

▪Select the date of the shift you need to fill (February 15,2021).

▪Select the unfilled shift line to highlight it.

▪Click Next Page.

The list of available employees based on you predefined sorting levels will appear in priority order on the right.

The Cell Phone and Other Phones fields can be edited directly on the screen.

▪Click on the Pencil icon.

▪In the New Phone Number pop-up enter the new number.

▪Click Save.

The screen will refresh with the new number displayed. This will also update the employee's profile information.

The individual employees, with their call-in information will appear on the left.

The list will be displayed one level at a time with all employees for each level, in the order they will appear, one-by-one on the left, allowing you to know in advance who is going to appear next.

▪

The Cell Phone and Other Phones fields can be edited directly on the screen.

▪Click on the Pencil icon.

▪In the New Phone Number pop-up enter the new number.

▪Click Save.

The screen will refresh with the new number displayed. This will also update the employee's profile information.

▪Enter the employee's response from the drop-down list.

▪Click Submit.

▪Click Yes on the confirmation menu that will appear next.

The response will be processed and the next employee on the list will appear:

Continue the calling process until you find an employee to fill the shift. Vita Bron accepted the shift, so our Unfilled Shifts Wizard is now complete.

Avery's Active Schedule is shown below. Hover over the phone icon and the tool tip with the call details will appear.

Go to Top of Page

Unfilled Wizard Menu Options and Toolbar

Date

Click in the Date window or on the Calendar icon to open a calendar. Select the date of the shift you are trying to fill.

Forward / Backward Arrows

Use these arrows to move the ahead or to a previous date.

Complement / Creation

Click on the drop-down arrow to option the drop-down list. Select either Complement or Creation to determine how the shifts are ordered on the screen.

Filter (funnel)

The Filter (funnel) can be used to filter shifts. To filter to only one department and two classes within that department. For additional information see Menu Setup Options.

Options (Paper)

Click on the Wizard tab for options relating to the Wizard specifically.

Click on the Keep Selected Date to keep the menu on the date you have selected.

Click on Make Call in List selectable if you want to be able to select employees out of sequence to the order of the Wizard list.

Postponed (clock)

Provides a list of employees who have been postponed. Window will open with the date set to the current date.

Click on the Actions icon for available functions. Example: A postponed employee would like the shift. Click on the employee and select Book Schedule.

To views the details of the shift the employee was postponed for, click on the button icon. To close the Detail window, click the button again.

Telephone Calls (red phone)

this provides a list of the employees called either on a specific day or a range of day. Set the dates using the From / To date windows.

To view the details of the shift, click on the Detail button. Click again to close.

Split Shift (two green bars)

The Split option allows you to take one shift, i.e., 14:00 – 21:00 and create two smaller shifts, i.e.,14:00 – 17:00 and 17:00 - 21:00.

▪Highlight the shift you want to split by clicking on the shift line.

▪Click on the Split Shift icon. In the pop-up enter the time the shift is to be split.

▪Click Apply.

There will now be two shifts each with one half of the shift that was split.

Group By

The shifts can be grouped using the three Group By options available.

To Expand or collapse the groups either click on the arrow beside the to open one at a time or click on the Action and select Expand / Collapse All.

After you have entered data into a field (i.e., Dates or Time) you must tab out of the data field or click anywhere is the screen to activate SAVE or APPLY button.

Go to Top of Page