The Employee Scheduling Info page displays the status of each element that's used as a constraint when creating a schedule, for each employee at the selected store.
The CLEARVIEW scheduler can utilize a number of elements (like availability, target number of hours per week, etc.) as constraints for each employee when creating an employee schedule. The Employee Scheduling Info page provides details of some of the scheduling elements and if they have been set-up for each employee. It's a good place to make sure you have all your constraints in place before creating an employee schedule.
TO VIEW THE SCHEDULING CONSTRAINTS SET UP FOR EACH EMPLOYEE AT A STORE:
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Open the Employee Scheduling Info page.
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Select the Area* and Store for which you want to view the report.
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Click on the Go button.
The following information is displayed on the page:
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Name: The last and first name of the employee.
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Target Hours: The agreed upon number of hours per week that should be scheduled for the employee where possible. If blank, it indicates that the target hours has not been set up for the employee.
The Target Hours Per Week can be set up in the Availability tab of the electronic employee file.
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Max Weekends: The maximum number of weekends that the employee will not be scheduled to work in a month. N/A indicates that the maximum weekends off has not been set up for the employee.
The Maximum Weekends Per Month can be set up in the Availability tab of the electronic employee file.
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Primary Job: The description of the job code indicated as the employee's primary job.
The Primary Job can be set up in the Job & Pay tab of the electronic employee file.
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Skills Setup: Yes indicates that the employee's ability to perform at various positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. in the store has been set up, while No indicates that it hasn't been set up.
Employee's ability to perform can be set up in the Skill Level tab of the electronic employee file.
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Availability Setup: Yes indicates that the days/hours that the employee can work at the store has been set up, while No indicates that it hasn't been set up.
The actual availability for an employee can be set up in the Availability tab of the electronic employee file.
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Preferred Availability Setup: Yes indicates that the days/hours that the employee prefers to work at the store has been set up, while No indicates that it hasn't been set up.
The preferred availability for an employee can be set up in the Availability tab of the electronic employee file.
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Other Stores: Yes indicates that the employee is set as active at more than one store in your organization, while No indicates that the employee is set as active at only one store.
The stores that an employee is set as active in can be changed in the Store Assignment tab of the electronic employee file.
Associated Settings
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Schedule - Basic Automation
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Schedule - Positions controls the staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. available for the store.
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Schedule - Reoccuring Shifts
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Schedule - Shift Rotations
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Job Codes controls the different jobs performed in your organization.
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.