Purpose To explain how to place individuals on the Shift Board on a rotation. Placing users on rotation allows them to appear on the assignment each day they are scheduled to work, without you having to move them there every time. The system will do ...
Purpose 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. The three Fixed Views cannot be adjusted: Monthly, 7 ...
Purpose To explain how to place individuals on the Shift Board for a single day. Video Directions 1. Click on Scheduling > Shift Board. 2. Click on Vacancy. 3. Type in a individuals name in the Employee box and select them when they appear. 4. You ...
Purpose To explain how to send shift reminders. Shift reminders can be sent when you've moved a individual to another assignment, allowing them a heads up of this move. Video Directions 1. Navigate to Scheduling > Shift Board. 2. Determine who you ...
Purpose To explain how to add holdover hours for when individuals work past their scheduled time. Video Directions 1. Navigate to Scheduling > Shift Board. 2. Next, right click the individual who you need to add holdover hours to and select Add ...