The bulk change feature is designed to allow for easy movement on the schedule that affects one or more employees. Whether it's moving several individuals on the same shift to time off or switching them to a new assignment, there is an easy way to do these kinds of moves directly from the CrewScheduler.
It's important to note that the changes can only be made for one specific date-- you cannot select multiple people across different dates to move. Any movement will affect the existing recurring pattern.
First, click the Bulk Change button on the top right-hand corner of the screen.
Remember, you have to move them on the last day that they are on that assignment.
You'll see the box change to green, which will allow you to pick the users you wish to move.
Click on the users you wish to move. Click on the 'select' button.
Choose whether you wish to move them to time off or if you wish to change their assignment. The change can be made for just one day or to start a new recurrence. This is perfect when moving a group to a new engine or station, regardless if the move is permanent or not. You can also change the work type from here.
Once you click change, it will automatically reflect on the CrewScheduler.
Remember, this only works for people staying on the same shift. It will not edit the recurrence other than moving them into the new assignment.
Manually Editing Employee Profile Banks & Performing Bulk Edits
You can manually adjust an employee's Time Off Banks by going to their profile, and clicking the Time-Off Accrual tab: From there, you can adjust any bank and their amounts by clicking either the +/- buttons. Once an adjustment is made, that is added ...
Add / Edit CrewScheduler Assignments
In order to utilize the CrewScheduler, the first thing you'll need to do is add Assignment(s). You can think of an assignment as a work assignment. Do not think of them necessarily as 'Shifts', although there are certain instances where that would be ...
Time Off / Event Calendar
Note: In order to access the Time Offs module, the "Time Off Routing/ Accruals module" must be enabled in System Settings > Modules: Along with the CrewScheduler, there is another very useful scheduling option within the Scheduling platform. The Time ...
How to Change Password
Changing your password as an end user is easy to do. Just click on your name at the left-hand top of the screen, where a drop down will appear. Click on Edit Profile to start. From there, your personal profile will appear, where you can edit your ...
Point in Time counts for CrewScheduler
Point in time staffing counts allow you quickly and efficiently judge daily staffing levels with just a quick glance. Now, there is no more reason to waste time counting assignments & personnel just to find out how many you have scheduled at any ...