To explain how to submit a shift trade from the My Shifts calendar.
IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module.
Video
Directions
1. Navigate to Personnel>My Shifts.
2. Select the date that you want to Shift Trade on.
3. Click on Request Shift Trade.
4. Type in who you will be requesting to trade with.
5. Click on Submit Request.
Submitting Multiple Days
1. You can submit multiple days to shift trade as well. Select Multiple Selection.
2. Select the dates that you want to trade. They will turn purple as you select them.
3. Click on Done.
4. Click on Request Shift Trade. Complete the shift trade as listed above in the article.
Purpose In this article, we will learn how to: Select the proper permissions for managing Shift Trade requests. How to approve/deny Shift Trades. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the ...
Purpose To give a overview on Call Shift settings. Video Directions 1. Click on Setup. 2. Click on Call Shift Rules. 3. Click on Settings. 4. Here you can: Toggle on or off the candidate method. Toggle on the ability to manually charge call shifts. ...
Purpose To explain how to manually adjust call shift rankings. Video Directions 1. Click on Scheduling> Call Shifts. 2. Click on Ranking. 3. This qualifier is set up to show a rotating or seniority based list. To manually adjust a individual, select ...
Purpose To explain how to manually update the shift trade register. IMPORTANT: Updating the register will not put individuals off on a trade on the Shift Board. It is only to be used to manually change the balance of hours that an individual owes or ...
Purpose To explain how to manage time off and trades from the shift board. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the Scheduling Module. Video ...