New Features 

Role Restrictions for Work Types and Time Off Types (New Enhancement)

• What - A new Role Restrictions feature is available in the Scheduling module, allowing administrators to control which Work Types and Time Off Types users can select based on their assigned roles. Restrictions can be configured separately for Work Types and Time Off Types, and restricted options are hidden from applicable selection menus. Roles without configured restrictions retain access to all available types. For users with multiple roles, permitted options are combined across those roles; however, if any assigned role is unrestricted, the user retains unrestricted access. Existing selections remain visible on previously configured records even if the associated type is later restricted.
• Why - This enhancement provides greater control over scheduling configurations by allowing role-specific restrictions that align with operational procedures, staffing responsibilities, and organizational policies. It helps reduce incorrect selections, simplifies the options presented to users, and allows access to be managed without modifying individual Work Types or Time Off Types, while preserving existing access for roles that do not require restrictions.
• How
  • Navigate to Scheduling → Setup.
  • Select Work Types or Time Off Types, depending on which options you want to restrict.
  • Select the Role Restrictions tab.
  • Select Add Role to create a new restriction.
  • Choose the Role you want to configure.
  • Select the Work Types or Time Off Types users assigned to that role are permitted to use.
  • Use Search to locate specific types.
  • Use Select All or Clear All to manage selections.
  • At least one type must be selected before the restriction can be saved.
  • Select Save to apply the restriction.
  • To modify an existing restriction, locate the role and select Edit.
  • To remove a restriction, locate the role and select Remove.
• Use Case - An administrator can configure a role so users assigned to it only see the Work Types or Time Off Types appropriate for their responsibilities when making scheduling selections. Users with multiple restricted roles receive the combined permitted options from those roles, while users who also have an unrestricted role continue to see all available options.

Timeframe Rules for Work Hour Limits and Minimum Requirements (New Enhancement)

• What - A new Timeframe Rules feature is available in the Scheduling module, allowing administrators to configure maximum and minimum work-hour thresholds across defined timeframes, including daily, weekly, monthly, pay period, and FLSA cycles. Rules can be based on specific Work Types, Groups, and Qualifiers, with maximum-hour rules supporting Soft Warning or Hard Limit enforcement. The feature also adds work-hour validation to scheduling workflows, provides visibility into current and projected hours, and supports Call Shift eligibility based on configured timeframe rules.
• Why - This enhancement provides greater control over personnel scheduling by reducing the need for manual work-hour tracking and reporting. Configurable thresholds help identify excessive work hours, minimum-hour deficiencies, and potential scheduling conflicts before they become operational concerns, while supporting workload management, compliance monitoring, and more informed staffing decisions.
• How
  • Navigate to Scheduling → Setup → Timeframe Rules.
  • Select the option to create a new Timeframe Rule.
  • Enter a Rule Name.
  • Select the Rule Type:
    • Maximum - Establishes the maximum number of hours an individual may work during the selected timeframe.
    • Minimum - Establishes a minimum-hour requirement for monitoring purposes.
  • Select the applicable Timeframe, such as Day, Week, Month, Pay Period, or FLSA Cycle.
  • Select the Work Types included in the calculation.
  • Enter the applicable Threshold Hours.
  • For maximum-hour rules, configure the Enforcement Mode:
    • Soft Warning - Displays a warning while allowing an authorized override.
    • Hard Limit - Prevents an assignment that violates the configured threshold.
  • Select the applicable Groups or Qualifiers.
  • If applicable, enable Require Override Reason to require an explanation when overriding a Soft Warning.
  • Enable Show Warning on Shift Board to display indicators for personnel with active timeframe violations.
  • Configure any applicable Call Shift Rules associations to determine eligibility when a timeframe rule is violated.
  • Save the rule to apply the configuration.
• Use Case - An administrator can create a maximum-hour rule to prevent personnel assigned to a specific Work Type from exceeding 48 hours during a weekly scheduling period. With Hard Limit enforcement enabled, an assignment that would exceed the threshold cannot be saved. Alternatively, Soft Warning can notify schedulers of the violation while allowing an authorized override. Minimum-hour rules can also be used to identify personnel who have not reached expected work-hour requirements during a defined period.

Time Off Trading Between Personnel (New Enhancement)

• What - A new Time Off Trading feature allows personnel to exchange approved time off with other eligible individuals directly within the Scheduling module. Administrators can configure which Time Off Types are eligible for trading, restrict exchanges to matching Time Off Types, and apply date restrictions based on calendar years, FLSA cycles, or pay periods. Personnel can initiate a trade, select another individual, and choose eligible approved time off dates, while notifications provide updates throughout the request and approval process.
• Why - This enhancement provides a structured process for exchanging approved time off without requiring administrators to manually cancel and recreate requests. It gives personnel greater flexibility when coordinating schedules while maintaining organizational oversight and ensuring exchanges follow established Time Off policies and approval requirements.
• How
  • To configure Time Off Trading:
    • Navigate to Scheduling → Setup → Time Off Settings.
    • Enable Allow Time Off Trading.
    • If required, enable Limit to Like Time Off Type to restrict exchanges to matching Time Off Types.
    • Within the applicable Time Off Type configuration, enable Allow Trading for each eligible type.
    • Save the configuration.
  • To submit a Time Off Trade:
    • Navigate to Scheduling → Time Off → My Time Off.
    • Locate and select an approved Time Off request that is eligible for trading.
    • Select the Trade icon.
    • Choose the individual with whom you want to exchange time off.
    • Select an eligible approved Time Off date associated with the receiving individual.
    • Enter any applicable notes and submit the request.
  • To review a Time Off Trade:
    • The receiving individual reviews the trade request and selects Accept or Deny.
    • Once accepted, the trade proceeds through the applicable approval workflow.
  • To approve or deny a Time Off Trade:
    • Navigate to Scheduling → Time Off → Review.
    • Locate the pending Time Off Trade request.
    • Select the View Details icon to review the individuals, dates, Time Off Types, and applicable balances.
    • Select Approve or Deny.
    • Enter any applicable notes and confirm the action.
• Use Case - Two personnel have approved vacation days on different dates and need to exchange them because of schedule changes. One individual initiates a trade from Scheduling → Time Off → My Time Off, selects an eligible approved request, and proposes an exchange with another individual. After the receiving individual accepts the trade, it proceeds through the established approval workflow, where an authorized user can review the dates, Time Off Types, and applicable balances before approving or denying the exchange. Once approved, the trade updates the scheduled time off without requiring the original requests to be manually canceled and recreated.

Enhancements

Limit Vacancy Sign-Ups on the Shift Board

What - Agencies can now configure an advance limit for self-service vacancy sign-ups on the Shift Board. When enabled, the setting restricts personnel from signing up for vacancies beyond a rolling window of 0–90 days from the current date. Vacancies outside the configured window remain visible, but the sign-up action is unavailable until the vacancy date enters the allowed range. The restriction applies only to self-service vacancy sign-ups and does not affect Call Shifts, trades, Off Roster workflows, or administrator and supervisor manual placement.

Why - This enhancement provides agencies with greater control over how far in advance personnel can sign up for open vacancies while preserving visibility into future staffing needs.

How

• Navigate to the applicable Shift Board Settings.
• Enable the vacancy sign-up advance limit.
• Configure the permitted sign-up window from 0–90 days.
• A setting of 0 days allows personnel to sign up only for vacancies occurring on the current day.

• Vacancies beyond the configured window remain visible, but self-service sign-up is disabled until they fall within the permitted range.

Use Case - An agency that wants personnel to sign up for open vacancies no more than 30 days in advance can enable the setting and enter a 30-day window. Personnel can still see vacancies scheduled farther into the future, but they cannot sign up for those vacancies until the date moves within the 30-day range.

Sign Up for Open Vacancies from My Shifts

What - Personnel can now discover and sign up for open vacancies directly from My Shifts. Calendar indicators identify days with available vacancies, and users can open the applicable day to review vacancies for which they hold the required qualifier. The workflow uses the existing Shift Board vacancy sign-up logic, including qualifier eligibility, full-shift or partial-hours signup options, and administrative approval when configured.

Why - This enhancement gives personnel another direct entry point for finding and signing up for eligible open vacancies without requiring them to navigate through the Shift Board.

How

• Navigate to Scheduling → My Shifts.
• Review the calendar for a day displaying available open vacancies.

• Select the applicable day and open the vacancy sign-up option.
• Review the vacancies displayed for that date.
• The system filters available vacancies based on the qualifiers held by the user.

• Select an eligible vacancy and complete the available sign-up workflow.
• Existing vacancy rules continue to determine whether the signup is for a full shift or eligible partial hours.
• If administrative approval is configured, the submitted request follows the existing approval process and the requester receives a pending confirmation.

Use Case - A user reviewing their upcoming schedule in My Shifts may see that an open vacancy is available on a particular date. They can select the date, review only the vacancies for which they meet the qualifier requirements, and submit a signup without leaving My Shifts. If agency settings require approval, the request follows the existing pending approval workflow.

Time Off Request Routing Rules

What - Time Off Request Routing has been expanded from a single agency-wide configuration into configurable Routing Rules. Agencies can create rules based on a combination of Time Off Type and organizational attributes such as Division, District, or Station, allowing requests to be directed to different approvers based on the personnel and request involved. Escalation is also configured at the individual rule level rather than as a separate global configuration.

Why - This enhancement provides more precise control over Time Off request routing when different Time Off Types, locations, or organizational groups require different approval responsibilities.

How

• Navigate to Scheduling → Setup → Time Off Settings → Routing Rules.
• Create a rule for the applicable Time Off Type.
• Select an organizational attribute such as Division, District, or Station, when organizational routing is required.
• Select the applicable organizational value.
• Configure the approver method for that rule using the available Time Off routing options.
• Configure escalation directly within the rule when escalation is required.
• The system automatically determines rule precedence using the most specific available match:
  • Time Off Type + Organizational Attribute
  • Time Off Type only
  • Catch-all rule

• Manual rule reordering is not required.
• Existing global routing configuration is migrated into catch-all rules, while existing Time Off Type escalation configuration is carried into the resulting rules for that type.

Use Case - An agency can route Vacation requests from personnel assigned to one station to one approver while routing the same Time Off Type from another station to a different approver. A broader Time Off Type rule can handle requests that do not match a station-specific rule, while a catch-all rule provides a final routing path for requests that do not meet more specific criteria.

Bug Fixes

FLSA Calculations Display Correctly in Scheduling Time Card

What - Corrected an issue where Scheduling → Time Card displayed the original Shift Board hours and work type instead of the hours and work type calculated by applicable FLSA rules. The Time Card now reflects FLSA-calculated results consistently with Scheduling payroll reports.

Why - FLSA calculations were being applied correctly in payroll-related reports but were not reflected in the Scheduling Time Card, creating inconsistent payroll information between the two areas.

How

• Configure and apply FLSA rules as usual.
• Navigate to Scheduling → Time Card for a week within the applicable FLSA calculation period.
• When a qualifying shift meets the configured FLSA rule, the Time Card will reflect the calculated FLSA hours and work type.
• No additional configuration is required for this fix.
• Use Case - When personnel work shifts that qualify for an FLSA rule, administrators reviewing Scheduling → Time Card can now see the same FLSA-calculated hours and work type that appear in payroll reports, providing consistent information when reviewing or preparing payroll data.