Shift Board
Shift Board: Move Employee Functionality
Purpose This article explains the steps necessary to move an individual from one assignment to another using the Move Employee functionality. This feature can be used both on desktop as well as mobile app, ensuring that you are able to place users in ...
Admin Entered Trades
Purpose To explain how to enter a trade as an Admin. Admin Entered Trades can be utilized when your organization does not utilize the Trades sub-module of First Due, or you have last-minute trades that go through via informal channels. This allows ...
Sending Shift Reminders to a Entire Assignment
Purpose Statement The shift reminder feature allows administrators and supervisors to send automated notifications to personnel assigned to specific shifts. This feature ensures that all assigned individuals receive timely reminders about their ...
Initiating a Mandatory Force from the Shift Board
Purpose Statement Guide Scheduling Admins on how to initiate a Mandatory Fill from the Shift Board to ensure critical shifts are staffed when voluntary responses are insufficient. Supports compliance with minimum staffing requirements and operational ...
Moving a User from one Shift to Another
Purpose To explain how to move a user from one shift to another. This movement can occur when you are removing a user from their current rotation, and makes the process simple and streamlined to place them on a new rotation. Video Directions 1. Click ...
Placing Individuals on Compound Rotations
Purpose In this article, we will dive into how to assign users to a compound rotation. Compound rotations allow for you to assign different assignments to users in a rotating basis. In this article and video, we will be using a 48/96 schedule, where ...
Bulk Change
Purpose To explain the Bulk Change feature on the Shift Board. Video Directions 1. Click on Scheduling > Shift Board. 2. Click on More Options> Bulk Change. 3. Select the users that you want to switch to different assignments on the Shift Board. 4. ...
Adding Holdover Hours to Assignments
Purpose Statement Guide Scheduling Admins on how to add holdover hours to shift assignments when personnel are required to remain on duty past their scheduled end time. Holdover functionality ensures accurate time tracking, payroll, and operational ...
Submitting Off Roster Requests
Purpose This article will provide you with information on how to submit Off Roster requests. Off Roster requests can be submitted when an individual is given overtime or the department is tracking time for extracurricular activities that are not ...
Managing Off Roster Requests
Purpose This article will provide you an explanation on how to manage off roster requests that you may receive. Off Roster requests can be submitted when an individual is awarded overtime or the department is tracking time for extracurricular ...
Swapping Users on the Shift Board
Purpose To explain how to swap users on the shift board. Video Directions 1. Click on Scheduling> Shift Board. 2. Right click on one of the users that you would like to switch, and select Switch Employee. 3. You will see the scheduling deputy changes ...
Changing a Users Rotation
Purpose To explain how to change a users rotation on the shift board. Video Directions 1. Click on Scheduling> Shift Board. 2. Click on the pencil next to the individual who is changing rotations. 3. In the Until Date, type in the day the individual ...
Adding Notes to Assignments
Purpose To explain how to add notes to assignments. Video Directions 1. Click on Scheduling > Shift Board. 2. Click on the three dots next to the assignment, then click Add Note. 3. Type in the information that you want, and click Save. Notes can ...
Printing the Shift Board
Purpose To explain how to print the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. Click on the Print Icon. 3. Choose the options that you want on the printout. You can: Filter down between Assignments or Boards. Include Time ...
Roster Count
Purpose To explain how the Roster Count feature works on the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. Hover over More Options and click Roster Count. 3. Here you can see the Roster Count. The hours of the day are listed ...
Shift Board Overview: 30 Day View
Purpose Statement Provide end users with an overview of the 30-Day View on the Shift Board. This feature allows users to see staffing coverage and assignments over a month-long period to assist with planning, scheduling awareness, and operational ...
Shift Board Overview: Three Day View
Purpose To provide an overview of the Three Day view on the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. Click on 3 Days. 3. The upper left hand corner has several useful features: The collapse button allows all vacancies to ...
Shift Board Overview: 7 Day View
Purpose Statement Provide users with a clear understanding of the Seven-Day View on the Shift Board. This feature allows users to see staffing and unassigned shifts for an entire week, enabling proactive scheduling decisions and operational planning. ...
Scheduling > Shift Board> Shift Board Overview: Single Day
Purpose Statement Provide users with a clear understanding of the Single Day View on the Shift Board. This feature allows users to see all staffing, activities, events, and unassigned shifts for a specific day, enabling better awareness of ...
Setting up and Deploying Snap Assignments
Purpose To explain how to set up and utilize snap assignments. Snap assignments are used when an assignment is deployed on a case-by-case basis, like Technical Rescue Deployments. Video Directions 1. Click on Scheduling > Setup. 2. Click on ...
Setting up Recurring Kelly Days
Purpose Statement Guide Scheduling Admins through setting up recurring Kelly Days in the Shift Board. Kelly Days automate scheduled days off within shift rotations to manage work hours and reduce overtime costs efficiently. Background Information ...
Placing Individuals on a Single Day
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 ...
Placing Individuals On Rotation
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 ...
Managing Time Off and Trades From The Shift Board
Purpose Statement Guide Scheduling Admins on how to manage time off requests and shift trades directly within the Shift Board. Enables efficient approval, editing, and oversight of personnel scheduling changes to maintain operational coverage. ...
Adding Notes to the Shift Board
Purpose To explain how to add notes to the shift board. Video Directions 1. Click on Scheduling > Shift Board. 2. Click on Events. 3. Click on the plus sign to Add a Note. 4. You can change the color of the note by selecting from the colors listed. ...
Initiating Call Shifts from Shift Board
Purpose To explain how to initiate a call shift from a vacancy on the shift board. Video Directions 1. Click on Scheduling >Shift Board. 2. Click on a vacancy that needs to be filled. 3. Hover over Fill Vacancy and then select Initiate Call Shift. ...
Handling Sign-Up requests on the Shift Board
Purpose To explain how to approve or deny sign-up requests on the shift board. Video Directions 1. Click on Scheduling > Shift Board. 2. To approve a sign-up, select the check mark. The user will be added to the shift board vacancy. 3. To deny a ...
Signing up for Vacancies on the Shift Board
Purpose To explain how to sign up for vacancies on the shift board. Video Directions 1. Click on Scheduling > Shift Board. 2. Find a vacancy on the shift board, and select the head to the right. 3. You will then have the ability to sign up for the ...
Adding individuals to Unassigned Persons
Purpose To explain how to add individuals to Unassigned Persons on Shift Board. Unassigned Persons are individuals associated with the rotation, but not a specific assignment on that rotation. These people are dragged and dropped to different ...
Placing Individuals on Leave from the Shift Board
Purpose To explain how to place individuals on leave from the shift board. Video Directions 1. Click on Scheduling >Shift Board. 2. Drag the user that you are putting off to the time off section of the scheduling deputy. 3. You can also right click ...
Adding Individuals to Off Roster
Purpose To explain how to add individuals to Off Roster. NOTE: Off Roster individuals cannot be moved to the shift board. This is a way to track employees that may be coming in for class, or activities like gear inspections. Video Direction 1. Click ...
Sending Shift Reminders
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 ...
Adding Holdover Hours
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 ...
Validating Assignments
Purpose Statement Explain how Scheduling Admins can validate assignments on the Shift Board to confirm schedules are reviewed, accurate, and locked for payroll or operational readiness. Validation ensures no further unintended changes occur and ...