When your shift task list is ready, you can add it to shifts to make its tasks visible to your users. You can schedule the list to a single shift or add the list to a shift template to use over and over. To schedule team task lists instead, check…
Create shift task lists to capture tasks that need to be completed during a particular shift. Shift task lists can be added on the scheduler to custom shifts and to shift templates. Shift task lists are for duties that are to be completed by a single user during their scheduled…
View the history of a particular timesheet entry to see when the entry was created, how it was created, any edits made to the entry, and who made the changes. You can also view the map where users clocked in and clocked out when location restrictions are enabled. View the history when you have multiple users reviewing and editing timesheets and need to track changes. Hover over Attendance, then select Timesheets. In the Pay Periods list, select the pay period that you want to view. Click the user’s name under Timesheets on the left. The user’s timesheet appears. Hover over the Details column,…
Accounts that calculate weekly overtime from the start of the pay period have the option to switch their overtime calculation to the start of the work week. The advantages of switching your account’s overtime boundary to the start day of the week include: Keeping things simple: Switching allows for overtime…
Schedule an OpenShift when you’d like a user to pick up a shift instead of assigning it to a specific person. OpenShifts are a good fit when: You want to give your users the flexibility to pick up shifts that work best for them. Your user’s availability is complicated, and letting them pick up shifts themselves saves time for everyone. The OpenShifts feature allows you to add shifts to the scheduler that users can select to work based on their eligibility. Schedule OpenShifts using shift templates or by creating custom shifts. TIP: Collapse the OpenShifts row when there are at least…
Shift Bidding, also called OpenShift Requests, is an option within an OpenShift that allows users to express interest in the shift. You can then view who has requested to pick up the OpenShift and select and approve a user to work the shift. The Shift Bidding option helps you moderate the OpenShift pick up process to get the most qualified people into the right shifts. Require pick up approval on OpenShifts to allow users to bid on the shift. Shifts requiring pick up approval are marked with a pick up approval icon in the scheduler. You can also create OpenShifts…
You can add or remove user seats in your account’s plan without changing your plan type. Adding more seats allows you to add more users on the Users page. If you need to update your plan to include more features, see Switching to a Different Plan. You must have admin access privileges in order to add or remove seats from a plan. Hover over , then select Account & Billing. Click Manage Seats. Click + or – to change the number of seats allowed in your account. (Optional) Enter a coupon code then click Apply. Click Complete Purchase to confirm your changes. Your changes take effect…
Overview If you no longer need an OpenShift or you accidentally scheduled it, you can delete it from the schedule. Hover over the OpenShift you want to delete. Click More button. Select Delete. Alternatively, you can edit the OpenShift, then click Delete. Click Confirm Delete. Clear all OpenShifts for the week from week view….
After you add OpenShifts to the schedule, publish them to let your staff know they can pick up more shifts. Use the Publish & Notify button near the top left corner of the Scheduler. This publishes all of the shifts in the day, week or month that you are viewing including OpenShifts. All users who are eligible to take an OpenShift will be notified. See Publishing the Schedule for more information on publishing using Publish & Notify. Click Down arrow button in the OpenShifts row to publish just the OpenShifts on the schedule. Check out our article on offering OpenShifts to specific…
When creating or editing an OpenShift, you can view all the users who are eligible for the shift and offer the shift to specific eligible users. A user is eligible to pick up a shift if they meet the following criteria: They are qualified for the shift based on their…
