Viewing employee schedules for work order daily scheduling

View the employee schedules for work order daily scheduling, and then update the scheduled hours for the employee or for a work order activity as necessary.

To view employee schedules for work order daily scheduling:

  1. Select Work > WO Planning > WO Daily Scheduling.
  2. Click the Shift Scheduling tab.
  3. Optionally, select the Show Scheduled check box to display the existing labor scheduled for the work order/activities and employee/trade combinations.
  4. Select an employee in the Trades/Employees section of the form, right-click on the employee, and then click the View Employee Schedule.
  5. Specify this information in the View Employee Schedule popup:
    Main Resource
    Select to indicate the employee is the main resource for the specified work order-activity.
    Scheduled Hours
    Specify the hours to schedule the employee for the specified work order-activity.
  6. Click Submit to close the View Employee Schedule popup and return to the Shift Scheduling tab.
  7. Drag and drop employees to work order/activity cards as necessary to schedule the employee to work order-activity, and to create a scheduled labor record for the employee on the Schedule Labor tab.
    Note: Hover over the work order cards with an assigned employee to view the hours scheduled for that work order.
  8. Click Submit.
  9. Click Close.