Select “SCHEDULE” from main navigation, and choose “CALENDAR” The default view is of the current work week You can view other weeks by clicking on the arrows or the calendar icon You can filter the information presented in the schedule by the following: Location: where is the work being done Job: what is the staff […]
Category: Schedule and Shifts
Add and assign a shift
Select “SCHEDULE” from main navigation, and choose “CALENDAR” The default view is of the current work week Roll your cursor over a day on the calendar and Click on “+ ADD SHIFT” when it appears An assign shift window will appear where you can review required qualifications and modifications Assign a staff member by clicking […]
Edit an existing shift
Select “SCHEDULE” from main navigation, and choose “CALENDAR” The default view is of the current work week To edit an existing shift click on the shift box in the calendar An “Update Shift” window will appear You will be able to edit all details with the exception of the location For example you can increase […]
My Shifts
You can select “My Shifts” from the bottom menu The “My Shifts” screen will display all of your shifts Previous shifts are darkened slightly Current shifts are highlighted with a bright color Future shifts are a lighter color If your shifts include overtime hours or a pay increase per hour, it will be noted in […]
View Employee Schedule
There are two ways to view the staff schedule: 1. Select “STAFF” from navigation Select a staff member You can filter staff members by the following: Role: what is the role of this staff member Job: what is the staff members job Status: are they active or suspended Shift Scenario: has the shift been scheduled, […]
Swap my Shift
Select “My Shifts” from the bottom menu The “My Shifts” screen will display all of your shifts Tap the “SWITCH” button on the shift card A list of eligible staff members appears Select one of the eligible staff members The “SWITCH” button has now changed to read “Switch pending” Note: while the request is pending […]
Duplicate a weekly schedule
Select “SCHEDULE” from main navigation, and choose “CALENDAR” The default view is of the current work week Select “DUPLICATE” in the open section at the beginning of the work week A “DUPLICATE” window will open Click on a job type, to duplicate the existing schedule into the calendar, then select “DUPLICATE” You will need to […]
Duplicate a specific shift
If you wish to duplicate a specific day(s), select the clone icon in the top right corner of the date box and a window will appear Select the specific days of the week to duplicate You can have the duplication repeat in future weeks by setting the day of which the duplication will end There […]