Lists

Use the Lists pages to set up lists of employees that are grouped specifically for your location. In addition, view Special Days. Each is described as follows:

• Crews — group, filter and report on a subgroup of your employees. For example, assign employees to a full time or a part-time crew or group employees into crews for Department A and Department B.

• Labor Pools — Auto Fill your schedule using groups of employees. There are two types of Labor Pools: Scheduler-assigned and volunteer. Employees can volunteer to be included in volunteer Labor Pools in the Employee portal.

• Shift Groups — group, filter, and report on a subgroup of your scheduled shifts. For example, night shift or weekend shift or first, second, and third shifts.

• Special Days — view Special Days.

Setting up Crews

1. Select Locations from the main menu.
   Note: Use the same location or use the Menu button to select another one.

2. Select the Lists > Crews tab.

3. Type the name of the Crew in the Add/Edit text box.

4. Select Save.

5. To add employees to the Crew, select Add.

6. Select the names of employees to add and select Save.

7. To view the employees who are in the Crew, select the Crew.
   Assigned employees display in a list on the right.

8. To delete an employee from the Crew, highlight the employee name and select Clear.
   Window prompts: Clear?

9. Select OK.

Example:

Setting up Shift Groups

1. Select Locations from the main menu.
   Note: Use the same location or use the Menu button to select another one.

2. Select the Lists > Shift Groups tab.

3. Type the name of the Shift Group in the Add/Edit text box.

4. Select Save.

Example:

Setting up Labor Pools

1. Select Locations from the main menu.
   Note: Use the same location or use the Menu button to select another one.

2. Select the Lists > Labor Pools tab.

3. Type the name of the Labor Pool in the Add/Edit text box.

4. Select Save.

5. To add employees to the Labor Pool, select Add.

6. Select the names of employees to add and select Save.

7. To view the employees who are in the Labor Pool, select the Labor Pool.
   Assigned employees display in a list on the right.

8. To delete an employee from the Labor Pool, highlight the employee name and select Clear.
   Window prompts: Clear?

9. Select OK.

Example:

Viewing Special Days

1. Select Locations from the main menu.
   Note: Use the same location or use the Menu button to select another one.

2. Select the Lists > Special Days tab.
   Special Days display.

3. Use filters to search for information.

Example: