The Scheduling feature can save you time by giving you the flexibility to take open shifts, request covers, or ask team members to trade shifts.
In this article, you will learn about:
The calendar for the employee schedule
To see the calendar view on the SCHEDULE tab, click the Try the new calendar button.
This view allows you to:
Add your Availability for employers to see
See any Open Shifts that have been published and available to take
See any Trade or Cover requests that have been sent or received
See any Assigned Shifts that have been assigned to you
How to add your availability
Click the SCHEDULE tab.
Click Try the new calendar.
Click the hamburger icon in the top-left corner, and select Availability.
Click Set Availability.
For each day you want to be available, click Add and complete the wizard as shown below.
For each day that you add availability, you can set:
Whether you are Available or Unavailable
Preferred: A toggle to signal to the supervisor or other employees that this shift is preferred over other set shifts
All-day: A toggle to signal you will be available anytime for the whole day (24 hours)
Start/End Time: Specify a time frame. The default is 9 AM and 5 PM.
Location (optional): Employees can enter an address and indicate the distance they are willing to travel for a job
To copy an availability to another day:
Click the Clone icon.
In the pop-up window that appears, select the days you want to add the availability to, and click Clone.
After you set all of the days you are available, click Add.
How to view open shifts and request a shift
To view the open shifts available, click the SCHEDULE tab.
Click Try the new calendar.
You will see your shifts and the open shifts.
To take a shift, click the Open Shifts link, and click Yes in the confirmation pop-up window.
The request is sent to your supervisor for approval.To view your requests, click the hamburger icon in the top-left corner, and select Schedule Requests.
You can view My Requests and Team Requests.
To cancel a request, click Waiting for manager approval, and click Cancel Request in the pop-up window that appears.
How to swap shifts—covers and trades
Requesting coverage
To view the open shifts available, click the SCHEDULE tab.
Click Try the new calendar.
Select the shift you want to request cover for.
It must be a shift in the future.
In the pop-up that appears, select the employees you want to ask, and click Request Cover.
If you receive a request for coverage:
Click the hamburger icon in the top-left corner, and select Schedule Requests.
Open the Team Requests tab and the Cover sub-tab.
Click on the request, and click Deny Cover or Accept Cover.
If accepted, this request will then be submitted to the manager or supervisor’s request inbox for approval.
Requesting trades
To view the open shifts available, click the SCHEDULE tab.
Click Try the new calendar.
Select the shift you want to request a trade for.
It must be a shift in the future.
In the pop-up that appears, select the employees you want to ask, and click Request Trade.
If you receive a trade request:
Click the hamburger icon in the top-left corner, and select Schedule Requests.
Open the Team Requests tab and the Trade sub-tab.
Click on the request, and click Deny Trade or Accept Trade.
If accepted, this request will then be submitted to the manager or supervisor’s request inbox for approval.
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