Employee Preference requests allow employees to specify the locations, jobs, and shifts/hours for which they prefer to be scheduled.
You can review your employees’ preferences from the Schedule Planner add-on. This provides you with more information to make scheduling decisions that better align with your employees’ interests.
If you need to override an employee’s location or job preference, you can do so in the employee’s People Information. This invalidates the employee’s approved preferences and overrides the preference when the Schedule Generator runs.
This guide for managers in departments using MyTime Advanced Scheduling provides step-by-step instructions to approve, view, and override employee preferences.
How to Review and Act on Employee Preference Requests
- In the Control Center, select the Employee Preference request that requires action.
- Review the request information in the Details slider. Location and Job Preference requests show the employee’s current and requested preferences. Work Preference requests show the employee’s current and requested week and shift preferences. If this is the employee's initial request, the current preference sections will be blank.
- In the Action Bar, select the appropriate action: Approve, Refuse, or Pending.
How to View Employee Preferences in the Schedule
- Navigate to the Schedule Planner, then expand the Employee Preferences add-on. The Location, Job, and Work preferences for all employees loaded in the Schedule Planner are listed by employee and by each type of schedule item.
- You can apply a filter to see only Location and Job preferences or only Work preferences. If you would like to see all preferences, choose All from the Preference Type drop-down list.
- To view a single employee’s preferences, select the employee from the Employee drop-down list or select the employee’s name in the schedule.
- You can also sort and filter the rows and columns in the add-on.
How to Override Employee Location and Job Preferences
- Navigate to the employee’s People Information page.
- Expand the Employee Role section under the Timekeeping tab.
- The employee’s Job Transfer Set assignment displays a job attributes table that indicates the employee’s job preference and employee choice. A Job Preference of ten indicates that the employee selected both the location and job as preferences, while a nine indicates that the employee selected either the location or the job as a preference. If neither is selected, “No Preference” appears. In the Employee Choice field, “Yes” indicates that the employee selected the location, job, or both as a preference. If the employee selected neither, or the manager entered the score, “No” appears.
- To invalidate the employee’s preferences, select “No Preference” or enter a different score in the applicable table row.
- Select Save. The system sends a notification to the employee notifying them that you have made this change.
How to Override Employee Work Preferences
- Navigate to the employee's People Information page.
- Expand the Schedule Rule Overrides category under the Scheduling tab.
- The schedule rules for which the employee has matching approved work preferences are listed in the table. To override a schedule rule, select the applicable schedule rule, enter the override values in the Override box, update the Effective and Expiration Date, and select Save. The employee receives a notification that the override was performed.