Purpose Statement
This article explains how to navigate from an individual’s My Shifts calendar directly to their Personnel Record.
Background Information
Users with appropriate access can review another individual’s schedule within My Shifts and open that user’s personnel record for review or updates. The personnel record opens in a separate browser tab.
Required Permissions
Based on available permission definitions, the following permissions are applicable:
- Scheduling – Access My Shifts
- Scheduling – My Shifts – View All Users
- Personnel – Personnel Records
Video
Step-by-Step Guide
Navigate to My Shifts
- Click the First Due logo
- Select Scheduling
- Select My Shifts
Change the Active User
- Use the user selector or search to find the individual you want to review
- Select the desired user to load their schedule
Open the Personnel Record
- Click User Profile
- The selected user’s personnel record opens in a separate browser tab
Best Practices
- Confirm you are viewing the correct user before opening the personnel record.
- Use this workflow when quick access from scheduling to personnel details is needed.
Troubleshooting & FAQs
Q: Why can’t I see other users in My Shifts?
A: You may be missing the permission to view all users in My Shifts.
Q: Why doesn’t the personnel record open?
A: The personnel record opens in a new browser tab. Check for blocked pop-ups or browser restrictions.