Do Not Auto Balance Settings

Table of Contents

• Section 1: Introduction
• Section 2: Step-by-Step Guide
• Section 3: Additional Resources
• Section 4: Important Notice & Actions

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Section 1: Introduction

M7 has updated its staff details to accommodate auto-balance restrictions based on each individual staff member.

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Section 2: Step-by-Step Guide

Moving forward, to request a staff member be excluded from the auto balance completely or on certain days of the week, follow the guide below.

Step 1: Navigate to the “Staff” Roster.

Step 2: Navigate to the “Staff Profile” by clicking on the name of any employee who should have balancing restrictions based on all or select days of the week.

Step 3: Click on the “Exclude From Auto Balance” button, located in the “Scheduling Details” of the staff profile.

Step 4: Select which day(s) of the week the staff member should be excluded from!

Step 5: Save!

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Section 3: Additional Resources

Need more help?

Our support team is here to help! Reach out by texting or calling us at 727-777-7391, or email us at [e-mail] for further assistance.

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Section 4: Important Notice & Actions

‼️  Important Notice: M7 will be phasing out using Roster Notes to indicate who should not be auto-balanced in the near future (Date TBD)

➡️ Action: After you update their staff profile with the above details, please adjust and remove roster notes as applicable.