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Shifts

Timekeeping ID and PIN

Timekeeping Tools. Some of Shiftboard's timekeeping tools are designed to function without having members log into the website. Specifically, Timeclock Shiftboard.com and Shiftboard's telephone clock…

Updated 9 months ago by Shiftboard Support

Timecards

A timecard is a record of hours that a member worked and can be used for reporting or payroll purposes. When using the time clock tool, timecards are automatically created once a member has clocked i…

Updated 9 months ago by Shiftboard Support

Timeclock

Clocking Into a Shift. Whether scheduled for a shift or not, there are several ways for members to get clocked in from the organization's Shiftboard site. Clocking into a shift ensures that hours are…

Updated 9 months ago by Shiftboard Support

Schedule/Timecard Adherence Report

Overview. The Schedule/Timecard Adherence Report provides an overview of any differences or discrepancies between a scheduled shift of an employee and their timecard. To access the report, click the…

Updated 9 months ago by Shiftboard Support

Calendar Overview

There are a few ways Site Administrators and Managers can add shifts into a Shiftboard site. To get started, go to Calendar > Add and a pop up will appear with options. Here's an overview of what eac…

Updated 9 months ago by Shiftboard Support

Add Shifts

The "Add Shifts" tool is a basic, manual way to create a single or repeating shifts within your Shiftboard site. Working with the Shiftboard team, custom fields can be added to this screen to provide…

Updated 9 months ago by Shiftboard Support

Shift Bulk Upload Template

Overview. Using a template to upload shifts is a quick and easy way to add several shifts to the calendar at one time. Site Administrators or Managers may prefer the Bulk Upload Template if working w…

Updated 9 months ago by Shiftboard Support

Assigning Shifts

The Assigning Shifts feature is used when assigning members to shifts. Deciding how to assign a member changes based on an organization's needs. Options include (1) bulk assign, (2) single select, (3…

Updated 9 months ago by Shiftboard Support

Creating Shifts: RSVP/Sign-Up Event, Holiday

Shiftboard's RSVP/Sign-UP Event, Holiday tool gives Managers the ability to extend the functionality of the calendar and distinguish between special events and shifts. This feature can be used to lab…

Updated 9 months ago by Shiftboard Support

Duplicate/Copy Forward Existing Schedule

The Duplicate/Copy-Forward Existing Schedule tool allows Site Administrators and Managers to copy all (or certain) shifts during a period of time and paste them to a future date on the calendar witho…

Updated 9 months ago by Shiftboard Support

Delete Shifts in Bulk

Shiftboard's Bulk Delete tool allows Site Administrators and Managers to specify a range of shifts to delete, and delete them all at once instead of deleting shifts individually. How To Bulk Delete S…

Updated 9 months ago by Shiftboard Support

Unpublished Shifts

Unpublished shifts are essentially unofficial shifts similar to a rough draft. Unpublished shifts are only viewable by Managers and Coordinators; they are hidden from Members. Managers can assign mem…

Updated 9 months ago by Shiftboard Support

Edit Shifts in Bulk

Overview. To make changes to a large number of shifts, it is often more efficient to make those changes in bulk rather than editing each shift individually. Shiftboard's Bulk Change tool allows Site…

Updated 9 months ago by Shiftboard Support

Custom Shift Fields

Custom Shift Fields. Custom shift field gives you the ability to track additional information that is tailored to your organization when building out shifts. Below is an example of how these custom f…

Updated 9 months ago by Shiftboard Support

Customizing Weekly Calendar View and Shift Preview

Customizing Weekly Calendar View and Shift Preview. Both of the weekly calendar views allow you to customize your view options and select what fields are shown on the calendar view. To customize your…

Updated 9 months ago by Colleen McDevitt

Viewing the Calendar

Overview. The Shiftboard calendar is accessible by selecting the Calendar menu at the top of the screen on any page. On the calendar, shifts are displayed in either red or green. Green shifts that ha…

Updated 9 months ago by Shiftboard Support

Sign-Up Lists

Overview. The Sign-Up Lists tool is one of three ways shifts can be assigned in Shiftboard. This method allows members to express interest in a shift by adding their name to an electronic Sign-Up Lis…

Updated 9 months ago by Jessica DiBartolo

Standby

Overview. Standby is a tool that creates lists of members who can fill in for an unconfirmed shift. The tool either automatically puts members in the unconfirmed shift or notifies members on the stan…

Updated 9 months ago by Shiftboard Support

Absenteeism

General Information. Shiftboard’s new Absenteeism tool is an extension of the 'Mark No Show' setting you may have used in the past. Now, it has its own section in the Application Settings, and includ…

Updated 7 months ago by Shiftboard Support

Acknowledgements

Overview. Shiftboard Acknowledgement tool gives members a way to respond to a shift assignment by email or Premium SMS if an organization has that tool enabled. There are a variety of ways to set up…

Updated 9 months ago by Shiftboard Support

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