Staff Scheduler Procedures
Use these procedures when working with the Staff Scheduler.
Related topics:
- Change the Calendars that You Can See
If you use staff user groups, you can change the calendars that you can see. - View Multiple Calendars
If you need to, you can view multiple calendars at the same time. - Allocate a Task to an Employee
You can allocate a task to an employee using Staff Scheduler. - Move an Allocation to Another Time Slot on the Same Calendar
You can move an allocation to another time slot if it is on the same calendar. - Move an Allocation from One Calendar to Another
You can move an allocation from one calendar to another. - Reallocate Tasks Quickly
You can use the Staff Scheduler quick reallocation tool to move a task from one employee to another. - Remove an Allocation from a Calendar
You can remove an allocation from a calendar and return it to the resourcing pool. - Remove an Allocation from a Task
You can remove an allocation from a task and return it to the resourcing pool. - Split an Allocation into Two
You can split an allocation into two events if needed. - Add Booked Time to a Calendar
Booked time is time that is not job- or task-related, such as a client meeting. You can add booked time using this procedure. Booked time is displayed in yellow on the calendar grid. - Reschedule Booked Time
You can reschedule booked time on the same calendar. - Approve a Single Allocation Request
If your default scheduling status is pending, scheduled work must be approved before the scheduled user can see it. Follow these steps to approve a single allocation request. - Approve Multiple Allocation Requests
If your default scheduling status is pending, scheduled work must be approved before the scheduled user can see it. Follow these steps to approve multiple allocation requests at the same time. - Filter Tasks
Use this procedure to filter the list of tasks. - Create a Task Search Profile
Use this procedure to create and save task search profiles.
Parent Topic: Manage Agency Procedures