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Assigning Requirement Schedules to First Available Employee (Avanti Desktop)

Scheduling Managers or Administrators who use requirement schedules to create employee schedules, can now easily create schedules for the next available employee.

This article will guide you through setting up the sort order and assigning the requirement schedule to the first available employee on the Avanti Desktop.

How to Confirm Your Sort Order

Sort Order is used throughout schedules to determine which order employees are displayed when assigning or re-assigning a schedule. It also determines the order that employees will be assigned a schedule when using Assign to First Available.

Each Avanti User creates their sort order in Assign/Re-assign. This means your sort order may differ from colleagues who also use this feature.

Step 1: Open Requirement Schedule in the Avanti Desktop Application.
By default, this can be found in Time & Attendance >> Time Scheduling.

Step 2: Right-click on any schedule and select Assign/Re-Assign.

Step 3: Select Sort.

Step 4: The employees will be arranged based on the options in Selected.

  • If this order is correct, skip to Step 8.

Additional Information
If there is a check mark under Desc, employees will be sorted based on the selection in descending order. Otherwise, they will be sorted in ascending order.

Step 5: Use the arrows to move values that you want to sort on into the Selected column.

Step 6: Select Desc for any value that should be in descending order (from largest to smallest number, Z to A and most recent to earliest date).

Step 7: Select OK once your order is correct.

Additional Information
If you have multiple values in the Select column, it will be sorted by the first value in the sort column. If two employees match based on the first value, the second value will be used to determine their order, etc.

Step 8: Confirm employees are displayed in the correct order on the Assign/Re-Assign Shifts To Employee.

  • If employees are not in the correct order, repeat Steps 3-7.

Step 9: Select Cancel to save your changes to the Sort Order without affecting the scheduled entry that you originally selected.

You did it! Your Sort Order is updated.

How to Assign to First Available Employee

Once your schedules are created in Schedule Requirements, you can automatically assign them to the first available employee.

Step 1: Select the schedules you want to assign in Schedule Requirements.

Step 2: Right-click within the selected schedules and select Assign to First Available Employee.

Step 3: Add any additional information in Comments. This will populate the comments on the employees' schedules.

Congratulations! You have successfully assigned the schedule.

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