Define zone categories

The Priority Scheduling Engine (PSE) can sort shifts or match employees to shifts by preferred zone set.

Note:

Your function access profile must allow you to access Schedule Zone Sets.

  1. Go to Administration > Application Setup > Access Profiles > Function Access Profiles, open a profile and go to Manager - Common Setup > Schedule Configuration > Workload Setup.
  2. Set Schedule Zone Sets Sets set to "Allowed."
  1. From the Main Menu, select Administration > Application Setup Scheduler Setup > Zone Categories.
  2. Click New to create a zone category or select an existing schedule zone category and click Duplicate, Edit or Delete. If you click Delete and a zone category includes any zones, you must first remove the links to the zone category from the zone set.
  3. Enter a Name and optionally, a Description.
  4. (Optional) Enter a Default Begin Time and Default End Time in time-of-day format.
  5. Click Save & Return.

For employees who work in locations that use a workload plan by schedule zone and zone category:

  1. From the Main Menu, select Maintenance > People Information.
  2. In the Scheduling section, expand Employee Preferences.
  3. Select the Preferred Zone Category.
  4. Select the Preferred Zone.
  5. Click Save.
  6. Repeat for the next employees.