Configure Self Assignment

  • Make sure employees are mapped to pin codes. To configure, go to Configurator > Lists, add items to the Pincodes used for auto scheduling list under the Masters section.
  • Make sure the work fields such as Start Time, End Time, and Pincode are mandatory.
  1. Go to Configurator > Work Processes.

    The Work Processes page appears.

  2. Click Action Process card.

    The Action Process page appears.

  3. Select <Work Processes> card.

    The <Work Process Name> Action page appears.

  4. Scroll down to the Allocation And Scheduling section.
  5. Click Manage Self Assignment card.
  6. Click Enable service to fetch Works checkbox.
  7. Select self assignment options as per your requirement.
  8. Click Save.