Shifts Overview : New User Interface

*Select Shiftboard sites are currently using the new interface. If you do not yet have access to the new interface, please continue to refer to our existing Support documentation.

Overview

This article shows the four ways that you can be scheduled for a shift depending on how your site is configured.

  1. You can be assigned to a shift by your manager or a scheduler.
  2. You can pick up open shifts.
  3. You can put your name on a sign-up list and then your manager assigns shifts based on the sign-up list.
  4. You can take shifts from the tradeboard.

Shifts are assigned

Managers are able to assign shifts to people on their team(s). This is one of the most common ways that shift assignments are made. Managers can assign shifts at the time the shift is being created, edited, or viewed. See Assigning Shifts.

Shifts are available for pick-up

People can pick up open shifts from the schedule, which lets you decide which shifts you want to work. Shiftboard automatically checks that you are a member of the correct team, that there are no schedule conflicts, that you have all the needed credentials, and that you don’t pick up shifts that would put you in overtime. See Pick-Up a Shift.

Shifts are published with a sign-up list

As shifts are created they can be designated to include a sign-up list. When the shifts are published, no one will be assigned to the shift, and people can add their name to the sign-up list for the shifts that they want to work. The manager can then use the sign-up list for shift assignments. See Sign-Up Lists.

Shifts are taken from the tradeboard

When Tradeboard is enabled in the site settings, people are allowed to post their assigned shifts for trade, so that someone else can take the shift. See Tradeboard.


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