Staffing: Add a Work Code

PREREQUISITE:

To apply a work code on a person’s schedule from the Staffing board:

  1. Click the People icon to open the People panel.
    1. By Date - Select the desired date or dates. Use the weekly arrows to move to the previous or next week.
    2. By Work Code - Select a work code on the schedule.1
  2. Click the pencil icon, and select Add.
  3. Select a work code.
  4. The From and Through fields automatically populate with your shift assignment. Options are:
    1. To change the time period use format: HH:MM (Ex: type 14:30 to indicate 2:30 PM)
    2. Use the Hours field to change the number of hours. The application will automatically populate the Through field.
  5. Verify your dates, and select the check box next to the desired dates. If a Detail Code, an Account Code, or a Note is required the application will prompt you for input.
  6. Click Save. The Save button enables when no issues intervene, or you have the permission to override the issues.
Parent topic: Schedule
1 Sign-up type work codes are not included with Add, Edit, Remove functionality on the People pane of the Staffing board.