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  3. I have made changes to the lines my employees are in; how should I go about generating the schedule to reflect the changes?

I have made changes to the lines my employees are in; how should I go about generating the schedule to reflect the changes?

On the Main View, go to Scheduling > Shifts > Generate Selected

Ensure the appropriate Department is selected. Select ‘Selected Dates’ and pick the period (should never be past the end of the current fiscal year). Select only the employees that require changes by double clicking them or left-clicking, then selecting the ‘add’ button.

On the right hand side, make sure ‘As appeared on main view’ and ‘Maximize people preferences’ is selected. Then select ‘OK’ to generate for the selected employees for the defined period.