Adding Working Locations and Roles to Employees

From the Main Toolbar go to Employees

Expose available Schedules from the dropdown selector shown below

Employees will appear grouped with schedules / locations where they are able to work

In addition to their one Primary location / schedule, and any number of additional Working locations / schedules.
indicates an Additional working location (as opposed to employee's Primary identity)

Configuring Employee's Primary / Working Locations

  1. Press EDIT
  2. Check one Primary and any number of additional Working schedules


Working Location Quick-Add / Remove

  1. From Employees Page, find the schedule you want to add an employee to, and press Add Existing Employee
  2. From the Dropdown list, find employee from their Primary location, and check to add.

Quick Add / Remove from a location  can also be taken from the Schedule (sorted in the By Employee schedule type)

Adding Roles to Employee

  1. From the Schedules / Roles Tab, scroll down until Roles selection is visible.
  2. Move any desired roles into the grey box.

Adding Roles to Employee from the Schedule METHOD #1

The system disallows the copying or pasting of a shift to an employee who lacks role qualification.

To override and qualify the employee, hold down SHIFT when pasting the [new role] shift

Adding Roles to Employee from the Schedule METHOD #2

When adding or editing a shift, select the unqualified role from the role dropdown list. Then press the red indicator "not qualified", and follow the prompts.