Assigning Tasks

You can use Epicor Scheduling Plus to assign tasks to your employees in any one of two ways. In this article, you will learn how to assign a task.

Method 1

From the Menu Bar, select and expand the Tasks dropdown menu.

1.  Select Assign Tasks. The Task Assignments page displays a list of all tasks available to assign for the day.
2. To filter the search, use the following fields:
   • Category: Select the category of tasks from the drop-down menu. For example, housekeeping, inventory maintenance, etc. Visit Task Categories to learn more.
   • Position: Choose the position required to fulfill the task.
   • Type: Select the task type, whether assigned, unassigned, completed, or incomplete.
   • Date range: Use the date range option to select the date you want to assign the task for.
   • Serial number: (Optional) Expand the serial number drop-down to view more than the default number of tasks on the screen.
3. Select the icon next to a task to display the list of employees that can be assigned with that task.
   
   Sometimes, when you choose a later date from the calendar, an error message appears if the system fails to find employees scheduled on the selected date.
   

There are a few things to check and resolve the issue:

• Be sure to check you chose a date with employee shifts, and the shifts are published. If the task is for a certain position, ensure at least one qualified employee with that position is on the schedule.
• Employees scheduled for that day are exempt from the task.
• Check if a Position is assigned to the task from the Positions tab in the Task Settings form.

Method 2

You can also assign tasks directly from the shift settings.

1. Click and expand the Scheduling dropdown menu.
2. Visit the Manage Schedule page.
   
3. Double-click on an existing shift of an employee.
   The Edit Shift form appears.
   
4. Select the Tasks tab to assign the applicable tasks from the list to the employee as part of his shift work.
   
5. Select Save Tasks or Save & Close.