The objective of this tutorial is to help you understand how to assign an on-call employee(s) to shifts.
(Optional) Adds employees to work on call. As long as the shift status is on-call, neither the shift is shown in any report nor the hours are reported against that shift. Therefore, once a shift is confirmed, open the shift to assign it to the employee.
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to assign on-call employee(s) to a shift.
- You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
- Employees are notified via email/SMS when they are put on-call.
Assigning OnCall Employee(s) to Shifts
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Step 2: Click ‘Schedule Overview’ from the left-hand side filter panel as shown in Image 2.
Step 3: Create a shift or click on an existing desired shift to open the shift edit window as shown in Image 3.
Step 4: Click the phone icon next to the employee name you want to add to on call as shown in Image 4.
Step 5: Click ‘Save & Close’ as shown in Image 5.
As soon as an employee is needed, manager/supervisor/scheduler has to assign the employee manually and publish it to notify them.
For more information about publishing the schedule or assigning the employee, go to ‘Publish Schedule or Assigning Employee(s) to a Shift.’
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!