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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 4 years ago by Shiftboard Support
This article will provide a list and brief description of the tabs found in the Mobile Browser Interface as well as links to more in-depth help. Dashboard. Dashboard is your current week at a glance…
Updated 3 weeks ago by Shiftboard Support
Account and Account Update. Members will have the ability to view their Account details such as Contact Information, setting up Notifications, and password management. Accessing Account. To Access yo…
Updated 4 days ago by Shiftboard Support
Overview. ScheduleFlex IVR allows Sites to utilize approved phones for Clock-In/Out. Below are steps for setting up and using IVR. Obtain a Shiftboard account ID or organization's ID.. Set PIN number…
Shiftboard’s Premium SMS allows a specific toll-free number to be assigned to all texts for your organization. Text providers are less likely to reject a dedicated toll-free number as spam, and your…
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 6 years ago by Shiftboard Support
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…
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,…
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…
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…
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…
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.…
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…
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 4 years ago
What is calendar syncing? Many end-users would like to see their scheduled shifts on their personal calendars in addition to their ScheduleFlex Calendar. Thankfully, this is quick and easy within Sch…
Users: having trouble with Shiftboard? Please start here! Operational questions should be directed to your Manager or Site Administrator: Internationally many different organizations use Shiftboard.…
Updated 3 years ago by Shiftboard Support
Overview. You may be able to use the Shiftboard app or website to notify your managers of expected changes to your scheduled shift. Depending on your organization's setup, you may call out, mark your…
Updated 2 years ago by Shiftboard Support