How To: Add an Employee to a Schedule
In order for an employee to appear on a schedule, they will need the necessary Scheduler Profile, Skills, and Scheduled Cost Centers.
Note: If the Profile, Skills and Scheduled Cost Centers are up to date and the employee still does not appear on the schedule, it's possible that some changes are needed to the schedule's base settings. Contact your Human Resources department for assistance. On the Schedules tab of you dashboard, click on the Schedule Builder icon.
Scroll down to Settings & Templates and select the People option.
Note: If you do not see this option on your screen, ensure that Try the new experience in the upper right corner of the screen is toggled ON.
Select the employees who need the same skills/scheduled cost centers and click Mass Edit.
Click the browse icon under Assign skill(s) and select the skills that apply to all employees selected in the previous step. If you are only adding skills, you can click Add New Skill to finish. If adding both skills and scheduled cost centers, click Apply.
The number of skills selected will now appear in the Assign skill(s) field. Now click the browse icon under Scheduled Cost Centers.
Go to the Tree View tab and click on > to drill all the way down to the job level of the cost center. Check the box to select any applicable cost centers. Click Apply.
Now you can see the Skill(s) and Scheduled Cost Centers selected. If your company permissions allow you to add a scheduler profile, you can also browse and select the profile to apply during this step as well.
Click Apply Change to apply those settings to the selected employees.
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