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For Members

An Introduction to Shiftboard

Shiftboard Introduction.

Updated 2 months ago by Shiftboard Support

Registering for a Site

Overview. Many organizations use Shiftboard's Registration feature to allow members to set up their own account. Members will need to use a browser to navigate to the address of the registration page…

Updated 2 months ago by Shiftboard Support

Logging In

Login. A member's username is their email address in Shiftboard. The account will be tied to this email address, so it is also where a member will receive messages, notifications, and password resets…

Updated 2 months ago by Shiftboard Support

Navigation Bar for Members

Overview. To navigate through the Shiftboard site, at the top of the screen there is a bar with a handful of tabs and icons. This area of the site is the navigation bar and is how you will move aroun…

Updated 2 months ago by Shiftboard Support

Password Reset

After a user has registered with Shiftboard a temporary password will be sent in a welcome letter with instructions for logging into the account for the first time. Once logged in to the Shiftboard s…

Updated 2 months ago by Shiftboard Support

Updating Contact Information

Everyone in Shiftboard has a member account with many components. Depending on the permissions and tools enabled in the Shiftboard site, a member's account may have different tools or options availab…

Updated 2 months ago by Shiftboard Support

Creating a Timecard

Overview. Depending on your organization's workflow, you may need to create a timecard for your shift to show your time worked. Adding a Timecard. To create a timecard, click on the Timecard section,…

Updated 2 months ago by Shiftboard Support

Types of Shifts

Types of Shifts. When the team Manager creates new shifts, they will decide whether to allow members to take the shifts, not allow members to take the shifts, or allow members to express interest in…

Updated 2 months ago by Shiftboard Support

Pick Up A Shift

When a user's schedule becomes available, the manager will send out a notification indicating the shifts on the calendar are ready for pick up. Users will have the ability to choose which shifts they…

Updated 2 months ago by Shiftboard Support

Acknowledging a Shift

Shiftboard's Acknowledgement Tool allows you to respond to a shift assignment by email or two-way SMS text. When you acknowledge the shift Shiftboard sends an email to your team's primary contact tha…

Updated 2 months ago by Shiftboard Support

Clock In/Out

Whether scheduled for a shift or not there are multiple ways to clock in and out for a shift within Shiftboard. Clocking into a shift ensures that hours are counted for reporting or payroll purposes.…

Updated 2 months ago by Shiftboard Support

Your Teams

What is a Team?. Teams are groups of people who are qualified to work certain types of shifts. Your organization may rename Teams in your site to something more fitting to your group. Common replacem…

Updated 2 months ago by Shiftboard Support

Picking Up a Shift

When a user's schedule becomes available, the manager will send out a notification indicating the shifts on the calendar are ready for pick up. Users will have the ability to choose which shifts they…

Updated 2 months ago by Daniel Hanson

Using the Tradeboard

Overview. Shiftboard's Tradeboard tool allows members to put up their shifts for trade, essentially to get them covered by someone else without getting a Manager involved. Once this tool is activated…

Updated 2 months ago by Daniel Hanson

Creating Availability

How To Add General Availability: Go to calendar tab on the navigation bar and click Availability. On the next page, click Add Time. Depending on the site configuration, you will either enter in the t…

Updated 2 months ago by Daniel Hanson

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