Allocate shifts

Once Tasks Management has been configured you can allocate shifts:

1. Open the Plan tab.

2. Select a work area or add a new work area. Each shift is held in a work area and a calendar. For example, work areas could be ‘London’, ‘Manchester’ and ‘Birmingham’.

3. Select a calendar or add a new calendar. Each calendar holds team shifts made up of employees. Within ‘Manchester’, list calendars for ‘Headquarters’ and ‘Factory’.

4. Click … in the calendar header:

   

5. Select Tasks Management.

6. The Tasks Management screen is displayed:

   

7. Select a shift from the left hand menu:

   

8. Click .

9. Select the Project that you want to work with:

   

10. Select the Task that you want to work with:

    

11. Select the Work Type that you want to allocate:

    

12. The work type is displayed in the Tasks Management screen:

    

13. Click in the work type that you want to allocate staff quotas to.

14. The work type skills and location requirements are displayed:

    

15. Use the icons to determine the minimum and maximum staffing quota required for this task:

    

16. You are now ready to assign staff to the task.