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.
    Work Processes Page

    The Activity Process page appears.

  3. Click on the required process card.
    Modify Action Process 1

    The selected <Work Process Name> Activities page appears.

  4. Scroll down to the Allocation And Scheduling section.
  5. Click the Manage Self Assignment card.
    Manage Self Assignment 1
  6. Enable the self assignment options as per your requirement.
    Manage Self Assignment 2
  7. Click Save.