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Helper Help Time Preferences
Your Helpers can sign in at WhenToHelp.com and set their own time preferences
(prefer, dislike and cannot help times) down to 15 minute increments. These
preferences are normally set by the Helper but can also be set by the
Coordinator. NOTE: changing Time Preferences does NOT affect shifts that
are already assigned - preferences are simply used by AutoFill and displayed
when you click a shift to find a replacement. You can always compare
the current preferences to the assigned shifts using the Analyze feature on the
Sortable List schedule view.
Recurring Weekly Preferences should be set first, then if
certain dates are different, you can set those using Set Date Specific
Preferences. Date Specific Preferences always override Recurring Weekly
Preferences.
Helper time preferences are used by WhenToHelp for the following:
These preferences are considered when AutoFill optimizes the schedule assignments
When you click any shift, the Shift Change window will show a
list of Helpers who are available to help for that shift. Helpers who have set
that time to "prefer to help" are listed first so that you will know the best
person to assign to that shift.
Helpers normally set their own preferences when they sign in. To set the
REPEATING WEEKLY help time preferences for Helpers yourself
From any page
In the top menu click Helpers to go to the Helper List page
Click the magnifying glass next to the name to open the View Helper details window
Click the Schedule/Preferences tab
Click the Set REPEATING WEEKLY Preferences button at the bottom to open the
preferences window. Note each day shows
Midnight to Midnight.
To set "prefer to help" times click the green paintbrush button and then
"paint" over
the times you would like to change by pressing the left mouse button and holding until
you want to stop painting.
or Click a day name to change that whole day to that color.
Be sure to click the SAVE Changes button
(optional) You can save the preferences as a "Preference Template" to be used
for other Helpers so
for example you can quickly add Cannot help hours for all minor Helpers by
loading that preference template.
Also if these Recurring Preferences will change on a certain date click the
Set FUTURE Weekly Preferences button to have new preferences go into effect
after a certain date
To set any DATE SPECIFIC Preferences - after
setting the normal repeating preferences for a Helper, you can then set any
dates that have different preferences using the Set DATE SPECIFIC PREFERENCES
button.
From the View Helper window click the Set DATE SPECIFIC Preferences
button
In this window you can use the paint rollers and and click and "paint" any
dates to set the whole date to that color
Or you can double click a date to bring up the hourly preferences for that
day
For this specific date you can paint preference times and choose to repeat
for a number of weeks. Ex. to also set these preferences for the following
Wed. choose Repeat for 2 weeks.
Click the SAVE CHANGES button when done.
Related Topics:
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WhenToHelp.com Online Scheduling
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