What is this? | Groups of Users that have something in common such as the work shift, training status, or other relevant identifier. |
Why do I need this? | Setting up and managing Shifts allows you to see how specific groups perform, specifically for the supervisors of those shifts. |
What will I be doing? |
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Add a New Shift & Assign Members
Instructional Video |
Create/Add a New Shift & Assign Members |
Note: If you have previously created shifts, they will be listed. You have the option of adding users or deactivating. |
Note: If you have previously created shifts, they will be listed. You have the option of adding users or deactivating. |
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View your newly-created Shift |
Manage Members by clicking the People Icon
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Assign New User to an Existing Shift |
When you have a new employee, and are adding them to the system, you will have the opportunity to assign them to shifts. |
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4. Fill Data 5. Assign Shift
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Select Shift using dropdown arrows |
Assign another shift if needed |
Once shifts are assigned, click Create User
Shift of Record designates the regular shift to which the employee is assigned. The person may want to access other shifts for review or supervisory purposes, and these other shifts would not be marked as the Shift of Record.
Note: A User can be assigned to as many shifts as you like to be able to SEE that person is in that SHIFT, however, if you want to see their performance it must be identified as the Shift of Record. There can be multiple SOR's. Example: An individual may be the Supervisor of Day Shift B but WORKS Night Shift A.
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View new User and their assigned shifts
Note: When a user is designated as a supervisor a crown will appear next to the shift they supervise. This is helpful when you have a user listed on multiple shifts you can quickly see which ones they supervise.
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