Create a consistent record for each worksite or area, record where employees can work, set a staffing minimum by location and shift, assign the actual location, and review each location's coverage before publishing.
Use one clear record for each place
Choose a consistent name for each site or area. Duplicate entries for the same place can make preferences and staffing counts harder to review.
Record where employees can work
Location preferences or suitability describe the places an employee may work. They are separate from the location chosen for a particular shift.
Set the need by location
Set minimum staffing for the location and shift when the work requires it. This makes a shortage at one site visible even if another is fully staffed.
Count the actual assignment
The location recorded on the assignment determines where the employee counts for coverage. A preference helps guide the decision; the published assignment is the result.
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