Generation Subset is a feature that may be utilized post schedule generation. If a line goes down or certain employees need to be rescheduled, the user may select specific employees and re-generate only their schedule. There are two ways to create the generation subset.

Indeavor Protip:  When dealing with a large number of employees to 
exclude, consider optimizing workflow efficiency by forming an 
Employee Group comprising only the necessary subset. Indeavor's 
Employee Group management enables bulk editing and search 
functionalities. This group can then be easily accessed within 
Generation Subset under Employee Criteria as "Member of."
 

OPTION #1

Recommended for attempting to generate for a small number of employees.  

1. Click on the Scheduling icon .
2. Select Roster from the Schedule section.
3. Select the employee that needs to have their schedule generated or added to the Generation Subset by clicking on their name.
4. A menu will appear on the right-hand side of the page. Click on Other Actions.
5. Another menu will appear below. Click on Add to Generation Subset to add the employee to the Generation Subset. 

Notes: 

-When the user generates a schedule, a warning message should appear stating
that a generation subset is currently selected.

-If desired, you can add more employees to the Generation Subset by repeating
steps 1-4.

OPTION #2

Recommended for attempting to generate for many employees.  

1. Click on the Scheduling icon .
2. Select Roster from the Schedule section.
3. Select the settings wheel icon  in the bottom left-hand corner.
4. From the Roster Options drop-down , select Generation Subset.
5. From the Employee Filters drop-down , select the desired employee filters.
6. Press the Apply button at the bottom of the configuration panel. The employees selected by the filters are shown on the bottom. These are the only employees that will be generated in the next schedule generation.

Notes: 

-After the generation subset window has been closed, the user can view it
once again by clicking the settings wheel icon  in the bottom left-hand corner
to open up the Roster Options menu. From the Roster Options drop-down menu,
select Generation Subset and the user will be able to see the generation subset
window once again. For both options, the user may now exit out of generation 
subset and generate for the desired day. Generation subset will apply until one 
of two conditions are met:
-The user refreshes or exits the Roster
-The user logs out