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 App Builder > Processes.

    The Processes page appears.

  2. Click the Activity Process card.

    The Activity Process page appears.

  3. Click on the required process card.

    The selected <Work Process Name> Activities page appears.

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