Offer an OpenShift to Specific Employees

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Overview

When creating or editing an OpenShift, you can view all the employees who are eligible for the shift and offer the shift to specific eligible employees.

Considerations

Employees are eligible to pick up a shift if the employee is:

  1. Qualified for the shift based on their tagged positions.
  2. Not already scheduled for a published shift.
  3. Not scheduled for approved time off.
  4. Not hidden in the scheduler.

View all eligible employees

When the OpenShift criteria is defined, you can view all employees who are eligible to pick up the shift.

  1. Make sure the OpenShift has a start time, an end time, and a position entered.
  2. Click View currently eligible employees at the bottom of the window. A screen appears where you can view the employees who are eligible to pick up that OpenShift. 

Offer an OpenShift to specific employees

Select which eligible employees you would like to offer the OpenShift to.

  1. Make sure the OpenShift has a start time, an end time, and a position entered.
  2. Click View currently eligible employees at the bottom of the window.
  3. Uncheck the box to the right of an employee’s name if you do not want them to pick up the OpenShift.

After you’ve selected who you’d like to offer the OpenShift to, decide how you’d like to offer the shift:

  • Click Save & Publish if you’d like to publish the shift and notify selected employees.
  • Click Save if you don’t want to publish the shift yet. When you publish the shift, selected employees are notified and can pick up the shift.
Notifications

If you have Schedule Updates enabled in your alert preferences, you receive an alert when an employee takes an OpenShift. A notification is sent only if the shift occurs in the next two days.

Updated on August 1, 2019

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