The Schedule Settings page contains above store scheduling configurations for print preferences and schedule approvals.
From this page:
View and edit the details for a print preferences group
View and edit the details for a schedule approvals configuration
Navigation
The Schedule Settings page is accessed by clicking the Gear button in the header of the Schedule page.
Navigation Steps
Open the Workforce app.
Expand Scheduling.
Select Schedule to open the Schedule page.
To open the Schedule Settings, click the gear button.
Security
Users must have one of the following permissions to view schedule settings:
Labor → Scheduling → Schedule → Print Preferences → Add/Edit/Delete Print Preferences
Labor → Scheduling → Schedule → Approvals → Add/Edit/Delete Schedule Approval Configuration
Print Preferences Tab
Button/Field | Description | |
|---|---|---|
1 | +Print Preferences Group | Creates a new print preferences group. |
2 | Search | Filters the following columns for the entered text:
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3 | Filter | Filters the grid based on selected criteria. Learn more about working with smart grids. |
4 | Print Preferences Group | Overview of the print preferences group. Click to open the print preferences group details. |
Print Preferences Columns
Column | Description |
|---|---|
Name | User-entered name for the print preferences group. |
Locations | Locations assigned to the print preferences group. If more than one location is assigned, click to view all locations.
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Created On | Date the print preferences group was created. |
Created By | User who created the print preferences group configuration. |
Modified On | Date the print preferences group was last edited. |
Modified By | User who last edited the print preferences group. |
Schedule Approvals Tab
Button/Field | Description | |
|---|---|---|
1 | +New Approval | Creates a new schedule approval configuration. |
2 | Search | Filters the following columns for the entered text:
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3 | Filter | Filters the grid based on selected criteria. Learn more about working with Smart Grids. |
4 | Schedule Approval Configuration | Overview of the schedule approval configuration. Click to open the details for the schedule approval. |
Schedule Approvals Columns
Column | Description |
|---|---|
Name | User entered name for the schedule approval configuration. |
Locations | Locations assigned to the schedule approval configuration. If more than one location is assigned, click to view all locations.
|
Created On | Date the schedule approval configuration was created. |
Created By | User who created the schedule approval configuration. |
Modified On | Date the schedule approval configuration was last edited. |
Modified By | User who last edited the schedule approval configuration. |
AI Shift Assist Tab
In Beta
This feature is in beta. Contact your CSM to learn more.
The AI Shift Assist tab contains the settings that turn on automated shift matching for unassigned and offered shifts.
Field/Button | Description | |
|---|---|---|
1 | New AI Shift Assist | Opens a new AI Shift Assist configuration. From here, add the locations that will have the AI Shift Assist settings enabled. When off for a location, AI Shift Assist does not appear anywhere in Scheduling. |
2 | AI Shift Assist Grid | Lists all the AI Shift Assist configurations created that the user has access to. Each lists the name of the configurations, locations associated with the configuration, and who last created or modified the settings. |
New AI Shift Assist Configuration
Field/Button | Description | |
|---|---|---|
1 | Save | Saves the AI Shift Assist and any changes made to the settings. The Save button will only be enabled when changes have been made. |
2 | Name | Name of the AI Shift Assist configuration. This will be the identifying name from the AI Shift Assist grid. |
3 | Locations | Locations that will acquire the any settings set here. The locations selected here will have AI Shift Assist enabled. |
4 | Automatically assign accepted shifts | Available once Enable AI Shift Assist is on. When on, a shift claimed by a preferred or eligible employee assigns directly to the claiming employee and is automatically approved. When off, the claim is sent to the Shift Offers tab of the Manager Queue for approval and assignment. The shift will be marked as pending approval for the employee.
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