This article helps you to understand the few reasons why an employee cannot be assigned to a particular shift. For example, when an employee is not available during the scheduled shift timings.
The factors due to which an employee is not being assigned a specific shift includes:
- The employee is not available during the time allotted for the shift.
- The employee availability is not set.
- The employee is not set to fill the position.
The employee is not available during the time allotted for the shift.
If an employee is unavailable during the time allotted for the shift, the system blocks out a slot preventing you from assigning a shift.
The employee availability is not set.
If all the days in the schedule are blotted out (blotted days in the grid appear grey), ensure to set their availability.
From the Menu Bar, select Employees to check employee availability.
Select the Update icon at the left of the employee's name.
Select the Availability tab at the top.
From the Availability drop-down menu, set the availability and select Apply. If there are no availabilities listed, you can create a new availability. For more information on how to create a new availability, see Create a New Availability Template.
The employee is not set to fill the position.
If an employee is not set up for a position, he/she will not be working for that shift. The system blocks the employee's position from being scheduled. For example, if the employee is only designated as Cashier, the system blocks the employee from being assigned to a Sales Associate position. For more information on how to setup an employee’s position to which he or she is not assigned to, see How do I set an employee's position?