Schedule an employee to a shift in another region in Back Office Management Suite

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Learn how to schedule an employee to a shift that’s in another region.


 

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Overview

Creating a schedule can be time-consuming when you’re trying to fill shifts. To prevent scheduling headaches, you can now schedule eligible employees from other regions to fill your available shifts.

To learn more about regions, check out Regions.

 

Before you start

Here are some things you must do before you start:

  • Assign the target region as an additional region to the employee you want to schedule.
  • For administrators and schedulers, give them access to the employee's main region.

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Replace or assign a shift with an out of region employees

You need to assign an out-of-region employee to the site and shift.

To assign the employee to an out-of-region site and shift:

  1. Log into your TrackTik Portal.
  2. Select Dashboards.
  3. In the top navigation bar, choose Schedules & Attendance.
    schedandattend.jpeg
  4. In the live schedule, select the site and shift you want to assign the out of region employee to.
  5. Select Replace. You can now see detailed options to find a replacement.
  6. In the Type to filter search bar, search for employees to fill the shift, including out of region employees.
    Filter By filters affect your search results.
    filters.jpeg
  7. Select Assign.

The shift now has an assigned employee, and could now include any employees that are out of region and match your filter results.

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