Rules When Working with Staff Scheduler

There are several application-wide and user-defined settings that apply to the Staff Scheduler functionality.

These rules include:

• Application-wide settings (Admin > Company Management > Configure Company):
  • Working Days and Hours

    TrafficLIVE automatically breaks an allocation up to observe non-working hours. For example, a 10-hour allocation placed in a calendar on a Friday mid-morning is not placed over a lunch break or the weekend. This pushes some of the allocation into Monday. When a single allocation is broken down into smaller pieces, these pieces are called intervals. Working hours can be turned off by clicking the Working Hours button.

  • Non-Working Days

    Set either full- or half-day non-working blocks in the system for when the business is closed, such as public holidays or staff away days. TrafficLIVE treats these the same as other standard non-working days such as weekends and pushes allocations to the next available working day.

  • Default Scheduling Status

    TrafficLIVE has two scheduling options: Approved and Pending. Pending requires approval to a scheduling request before the allocated resource can see the work.

• User-Specific Permissions (Admin > User Permissions > <select user>):

  • Allow the user to change allocation interval status to Pending/Approved

    Set this option if the user needs to approve pending work when the scheduling status is set to Pending.

  • Staff Scheduler access permission

    Set this option to allow the user to view Staff Scheduler.

  • Modify the Staff Scheduler

    Set this option to allow the user to add, remove, and change allocations.

  • Disable Force Pending Mode:

    • When this option is selected and the user moves an approved allocation in the schedule, it remains in approved status.
    • When this option is not selected and the user moves an approved allocation in the schedule, it reverts to Pending status.