Shift Board
Adding Holdover Hours to Assignments
Purpose To explain how to add Holdover Hours to entire assignments. Oftentimes employees are held-over at the end of shift due to an incident. Adding Holdover Hours allows the department to document this for accurate reports and payroll purposes. ...
Accepting or Denying Trade Requests (End User)
Purpose To explain how to manage requests for shift trades. Users can request you work for them on specific dates and in turn you have to accept the trade request or deny it. If you accept, you then gain hours that then can be used for when you want ...
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. 4. Your note ...
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 To provide an overview on the 30 Day view on the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. Click on 30 Days. 3. The upper left hand corner has several useful features: The expand collapse button allows you to ...
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 To provide an overview of the 7 Day view on the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. Click on 7 Days. 3. The upper left hand corner has several useful features: The expand collapse button allows you to expand ...
Shift Board Overview: Single Day
Purpose To provide an overview of the Single Day view on the Shift Board. Video Directions 1. Click on Scheduling> Shift Board. 2. The upper left hand corner has several useful features: The collapse button allows all vacancies to be hidden on the ...
Setting up and Deploying Snap Assignments
Purpose To explain how to set up and utilize snap assignments. Video Directions 1. Click on Scheduling>Setup. 2. Click on Assignments. 3. Click on Add Assignment. 4. Fill in the following: Name. Start and End Time First Occurrence and Last ...
Setting up Recurring Kelly Days
Purpose To explain how to set up recurring Kelly Days. 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. Click ...
Placing Individuals on a Single Day
Purpose To explain how to place individuals on the Shift Board for a single day. 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. ...
Placing Individuals On Rotation
Purpose To explain how to place individuals on the Shift Board on a rotation. 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. ...
Managing Time Off and Trades From The Shift Board
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 ...
Adding Notes to the Shift Board
Purpose To explain how to add notes to 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 Directions 1. Click ...
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. 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. ...
Signing up for Vacancies on the Shift Board
Purpose To explain how to sign up for vacancies on the shift board. IMPORTANT: Your department must have the Sign-Up functionality turned on in the Personnel Module Setup section. IMPORTANT: Personnel and Scheduling modules have split. This article ...
Adding individuals to Unassigned Persons
Purpose To explain how to add individuals to Unassigned Persons on Shift Board. NOTE: This is similar to a float company, individuals can be dragged to other assignments from Unassigned Persons. IMPORTANT: Personnel and Scheduling modules have split. ...
Placing Individuals on Leave from the Shift Board
Purpose To explain how to place individuals on leave 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 ...
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. IMPORTANT: Personnel and ...
Sending Shift Reminders
Purpose To explain how to send shift reminders. 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 Sending Reminders Navigate ...
Adding Holdover Hours
Purpose To explain how to add holdover hours for when individuals work past their scheduled time. IMPORTANT: Personnel and Scheduling modules have split. This article and video tell you to access the Personnel Module. You should instead access the ...
Validating Assignments
Purpose To explain how to validate Assignments on 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 ...