Member Management Tools - Shiftboard Support

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Member Management Tools

Communicating with Members

5 articles by 1 author

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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 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 2 months ago by Daniel Hanson

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