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Scheduler Documentation

Navigation for Managers and Admins - Mobile Interface

Shiftboard uses top and left navigation bars to give you access to everything you need to manage your Shiftboard site. You may have some or all of the menu options shown below depending on how your s…

Updated by Shiftboard Support

Calendar Overview - Mobile Interface

The calendar lets you view, add, and modify shifts. Icons make it easy to see a quick shift status, such as whether a shift is open or assigned. Filters simplify the view to drill in on a person, wor…

Updated by Shiftboard Support

Calendar: Date Picker - Mobile Interface

This article is part of a series that explains how to view and interact with the schedule—commonly referred to as the calendar. For easy reference, here are links to the entire series: Calendar Overv…

Updated by Shiftboard Support

Calendar Views - Mobile Interface

This article is part of a series that explains how to view and interact with the schedule—commonly referred to as the calendar. For easy reference, here are links to the entire series: Calendar Overv…

Updated by Shiftboard Support

Calendar Filters - Mobile Interface

This article is part of a series that explains how to view and interact with the schedule—commonly referred to as the calendar. For easy reference, here are links to the entire series: Calendar Overv…

Updated by Shiftboard Support

Calendar: Shift Details - Mobiel Interface

This article is part of a series that explains how to view and interact with the schedule—commonly referred to as the calendar. For easy reference, here are links to the entire series: Calendar Overv…

Updated by Shiftboard Support

Customizing Calendar Views - Mobile Interface

This article is part of a series that explains how to view and interact with the schedule—commonly referred to as the calendar. For easy reference, here are links to the entire series: Calendar Overv…

Updated by Shiftboard Support

Add Shifts - Mobile Interface

The Add Shifts tool is an easy way to create single or repeating shifts. Add a Shift. To add a shift, navigate to the calendar (Schedules > Shifts) and click the plus sign in the lower right corner o…

Updated by Shiftboard Support

Assigning Shifts - Mobile Interface

Below are ways shift assignments can be done through the mobile interface. Assign a shift at the time a shift is created (see Add Shifts ). Assign a shift while making other changes to a shift (see E…

Updated by Shiftboard Support

Unassign a Shift - Mobile Interface

If a person is assigned to a shift and they need to cancel, they can be unassigned from the shift by their manager. People may also refer to this as “dropping a shift.” This article explains how to u…

Updated by Shiftboard Support

Managing Sign-Up Lists - Mobile Interface

As shifts are created, they can be designated to include a sign-up list for workers to add their name to lists of shifts they want to work. The manager can then use the sign-up list to determine who…

Updated by Shiftboard Support

Edit Shifts - Mobile Interface

After a shift has been created, you may need to change the shift details, such as the start or end time, who it is assigned to, or the number of positions (i.e. you may need 3 people instead of 2 for…

Updated by Shiftboard Support

Delete Shifts - Mobile Interface

It is easy to delete a shift, but this cannot be undone. If a shift is accidentally deleted, it will have to be recreated. Delete a Shift. Navigate to the calendar by selecting Schedules > Shifts fro…

Updated by Shiftboard Support

Draft Shifts - Mobile Interface

Draft shifts are unpublished shifts similar to a rough draft. Draft shifts are only viewable by site admins, managers , and coordinators. Draft shifts can be assigned. When the shifts are published,…

Updated by Shiftboard Support

Absences - Mobile Interface

Marking absences helps track when people do not show up for shifts. Absences are configured in your site's Application Settings, in the Absenteeism section. Please review our guide here for more info…

Updated by Shiftboard Support

People - Mobile Interface

The People tab shows managers a list of people in their workgroups. Navigating the People Page. Managers and coordinators can access workers/talent information by clicking People in the left navigati…

Updated by Shiftboard Support

Workgroups / Teams - Mobile Interface

The workgroup name that shows up in the primary navigation is configured during your site setup. The tab may be called Teams, Crews, Locations, or any term that aligns with your schedule implementati…

Updated by Shiftboard Support

Broadcast Message - Mobile Interface

Managers and site administrators can use the Broadcast Message tool to send emails and text messages to workers within the Shiftboard site. Broadcast messages can be sent to: Everyone in the organiza…

Updated by Shiftboard Support

Worker Availability - Mobile Interface

The Availability tool lets workers tell Shiftboard when, and in some cases for which workgroup , they can work. Not every organization will use the availability feature. Some organizations will allow…

Updated by Shiftboard Support

Timeclock - Mobile Interface

Shiftboard has many ways workers can clock-in and clock-out of shifts. This article documents how to use the web application for clocking in and out. You can also clock in using QR codes or with IVR…

Updated by Shiftboard Support

Timecards - Mobile Interface

A timecard is a record of hours that a person worked. If the timeclock feature is enabled, timecards are automatically created based on clocked in/out times for shifts. If the timeclock functionality…

Updated by Shiftboard Support

Who’s On - Mobile Interface

The Who’s On tab gives managers real-time visibility into: Who is scheduled to work right now. Who is clocked in right now. See Who is Scheduled to Work Right Now. Click or tap on the Who’s On button…

Updated by Shiftboard Support

Bulk Actions - Mobile Interface

When you need to make the same change to a large number of shifts, it’s more efficient to make those changes in bulk rather than edit each shift individually. Bulk Actions. To access the bulk tools,…

Updated by Shiftboard Support

Copy Shifts - Mobile Interface

Shiftboard gives you the ability to take a set of shifts and copy them to a different date. Copy Shifts. To copy shifts, begin by going to Schedule and navigate to the date range of shifts you wish t…

Updated by Shiftboard Support

Marking Shifts as Arrive Late/Leave Early - Mobile Interface

Within the mobile user interface, marking a worker's shift as arrive late, or leave early, can be done quickly and easily from a mobile device. This allows you to quickly update your schedule while o…

Updated by Shiftboard Support

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