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Member Management Tools

Account Scoring

Account Scoring allows Site Administrators and Managers to attach scores to members' accounts in the Shiftboard site. These scores aren't visible to member-level users and a member can never view the…

Updated 11 months ago by Daniel Hanson

Tracking Member's Contracts and Credentials

Best Practices for Contract/Credential Tracking. Contracts and credentials are beneficial for conflict checking so that members cannot be scheduled when a contract or credential expires. It also make…

Updated 11 months ago by Daniel Hanson

Using a Registration Page for Recruitment

Overview. To create and set up a registration page, please contact your Account Manager or email support@shiftboard.com to start the process. The Registration Page tool makes it easier to collect inf…

Updated 11 months ago by Daniel Hanson

Tracking Member Availability

The Availability tool lets members tell Shiftboard when, and in some cases for what Team, they can work. Not every organization will use the Availability feature. For example, organizations that allo…

Updated 11 months ago by Daniel Hanson

Creating Members

How to Add Members Manually. Within Shiftboard, Site Administrators and Managers can add members (aka users, staff) one at a time using their first name, last name, and a valid email address. It is a…

Updated 11 months ago by Daniel Hanson

Tracking Member Seniority

Seniority can be taken into account when scheduling staff to ensure that the most senior members get the required positions. Seniority can be based on a member's start date or a numerical rank. It is…

Updated 11 months ago by Daniel Hanson

Shift Reminders

Default Shift Reminders: Shiftboard Shift Reminders are automated messages that are delivered to your employees before a scheduled shift assigned to them, both to remind them of their assignment, and…

Updated 6 months ago by Daniel Hanson

Tracking Member Time Off

Overview. Shiftboard's Time Off tool allows members to request time off, and for either a Site Administrator or Manager to approve. Once the request has been approved, the member cannot be scheduled…

Updated 11 months ago by Daniel Hanson

Manager Notes

Overview. The Manager Notes feature makes it easy to track an employee, contractor, or volunteer’s performance. The note or review can be linked to a particular shift, attributed to their work on a s…

Updated 11 months ago by Daniel Hanson

Using the Admin Hold Status

Overview . Placing a member on Admin Hold is a way to retain historical information regarding a member while making it so that member cannot log in while on hold. Some potential workflows where you m…

Updated 11 months ago by Daniel Hanson

Advanced Onboarding

Advanced Onboarding tools can help track the status of applicants to an organization, monitor expiration dates, or make sure that important information is regularly updated. Advanced Onboarding suppl…

Updated 11 months ago by Daniel Hanson

Using Attendance Points – For Schedulers

What are points? Points are an optional add-on to the Attendance tool, which allows you manage an attendance policy directly in ScheduleFlex when you assign point values to the absence reasons in the…

Updated 19 minutes ago by Daniel Hanson

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