Working Schedule Needs

Alasdair MacNeill
Alasdair MacNeill
  • Updated

Overview

Working Schedule Needs can be set to ensure that a certain number of shifts are covered at each Work Location depending on the required position. If the minimum required number of shifts is not met, a warning is displayed to prompt action.

Permissions

To set up Working Schedule Needs, you will require the Manage Time and Attendance Settings permission set on Global level.

Setting up Working Schedule Needs

To set up Working Schedule Needs, you can follow the steps below:

  1. Go to the Time & Attendance section, click on the Working Schedule Needs tab and click on +Add rule.


  2. In the box that appears, you will fill in the details for the Working Schedule Needs:
    • No. of employees - This is the minimum number of employees needed to satisfy the schedule requirements.
    • Job Position - What position is this Working Schedule Need requiring to be satisfied.
    • Location - The Work Location that this Working Schedule Need is related to.
    • Working Days - The days of the week that relate to the Working Schedule Need. This can be further specified that during these days, the Working Schedule Need relates to a specific period of the days. To do this you would use the Specify time toggle.

      The example below shows that there is a need Monday - Friday between 08:00 - 17:00 in Talexio to have at least 2 Front Line Agents assigned in the Working Schedule.


  3. Once the details are added, click Save.

Resolving Working Schedule Needs

In the Working Schedule, Talexio will now compare the shifts published for all the employees to confirm if your planned schedule meets your Working Schedule Needs. When it is seen that there is a gap and the need is not satisfied, you will see a warning in the Working Schedule to prompt you to address the need.

 

From the Working Schedule Need warning, click Add Shift and then assign an employee to resolve the Working Schedule Need. In the box that opens, it will by default create an Open Shift for an employee in the relevant position to claim.

 

If you turn off the Open Shift toggle, you can specify an employee name to cover the shift.

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