Assign an Employee to a Training Job via Roster
This article will walk through the necessary steps to assign an Employee to a training Job using the Roster.
- Click on the Scheduling icon from the navigation menu, then select the Roster option in the Schedule section.
- Select the desired training date for the trainee by selecting the day to the right of the desired Employee.
- From the sidebar on the right, select the Create Assignment tab.
- From the Create Assignment drop-down, select the desired Job Location and/or Job.
- If the training job is not demanded, unselect the Filter by Demand checkbox.
- From the Shift drop-down, select a shift.
Note: The user can use the double arrow to set a more specific
Start and End Time.
- Check the Locked checkbox.
Note: Checking Locked insures that Schedule generation will not affect
- Press the Save button.