Shift Board Settings

Shift Board Settings

Purpose

  1. To explain the Shift Board settings in the Scheduling Module. 

Video 


Directions 

1. Click on Scheduling > Setup.





2. The first thing you will see is the ability to adjust the Display Settings. 
  • You can determine what view you want to see on the Shift Board under the Board Views. 
  • You can choose between 2,3,4,5,6 day view. 


The first thing you will see is the ability to adjust the Display Settings.



3. Next is the Shift Board Options. You can choose between:
  • Rotation by Default.
    • This is a good option when you are setting up the Shift Board assignments. It ensures that you are always defaulting to Rotation. 
  • Single Day by Default. 
    • This is good for when you have set the individuals to their assignments. 





4. Users can sign up for vacancies on the shiftboard that they have the qualifiers for. You can also require those sign-ups to have admin approval to allow them to fill the vacancy. 


Users can sign up for vacancies on the shiftboard that they have the qualifiers for. You can also require those sign-ups to have admin approval to allow them to fill the vacancy.



5. Finally you can:
  • Validate current, past, and future dates. 
  • Indicate non-minimum positions in gray. 
    • Any positions that are not counted as a vacancy will appear gray. 





6. When done, click Save. 





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