Open Self Schedule

Parent Topic

Open Self Schedule

The Open Self Schedule button opens the self scheduling screen to the beginning of the first scheduling period that the user is able to access.

Authorized employees can add, edit, and delete their own working schedules. Additional functionality options allow users to trade existing schedules with other qualified employees or to offer unwanted schedules for other employees to accept and work.

Note: Availability of self scheduling features is determined by the time frames set up in the Configuration section>Scheduling card>Staffing Configuration screen>Self Scheduling tab.

For more information on the different self scheduling time frames, see Self Scheduling Access Sequence.

The following functions may be available for self-scheduling:

Viewing the Self Schedule Screen	This page gives an overview of the different sections of the self scheduling screen.
Adding a Self Scheduled Shift	Employees are able to add activity codes to the schedule on days during the open scheduling time frame.
Editing a Self Scheduled Shift	Employees can change the activity code of pending shifts.
Deleting a Self Scheduled Shift	Employees can delete pending shifts.
Trading a Schedule	Employees are able to trade one of their shifts with a shift of an equally qualified employee.
Offering a Shift	Employees are able to offer shifts they do not want to work to other employees.
Accepting an Offered Shift	Employees can pick up shifts offered by other employees.

Note: For more information on the screen set up required for the self-scheduling feature, see Feature Configuration>Self Scheduling.