Shift Offering Access Card

The Shift Offering Access card is used to configure the time frame that the employees assigned to this labor distribution are able to offer shifts for other employees to accept. The selection style used for validating the scheduling rules is also determined on this screen.

Steps for Setting Up the Shift Offering Card

To set up the Shift Offering for this Staffing Configuration, complete the following steps:

1. From the Configuration section>Scheduling card>Staffing Configuration screen, open the staffing configuration record to be configured.
2. Complete the Steps for Setting Up Self Scheduling Access.
3. Click on the Self Schedule tab and expand the Shift Offering Access card.
4. In the Shift Offer Begin Advance Days field, enter the number of days before the start of the next schedule period to identify the first day that an employee can start offering shifts in the next schedule period. This value must be smaller than the value entered in the Self Schedule End Advance Days field in the Self Scheduling Access card.

   The number of days before the start of a scheduling period that locks that scheduling period from self scheduling. This is intended to allow the manager time to review and post the scheduling period before re-opening it up to employees for shift trading and/or offering.

   This value is used to determine the number of days before the start of the next schedule period to identify the first day that an employee can offer shifts in the next schedule period.

   A common practice is to publish the schedule 14 days before the start of the next schedule period. Therefore, it is common to set this parameter to 14. In this example, an employee will be able to offer shifts anytime in the next schedule period up to 14 days before the next schedule period begins.

5. In the Shift Offer End Advance Days field, enter the number of days from today that a shift becomes eligible to be offered.

   This value determines the number of days from today that shifts become eligible to be offered and when any offered shifts are automatically set to cancel if they were not accepted by another employee.

   A common practice is to set this parameter to 2. This means than an employee cannot offer a shift if it occurs within the next 2 days.

   Also, the system cancels any offered shift that has not been accepted by the scheduled shift date less the value of this parameter. For example, if this value is set to 2 and the employee is scheduled to work at 07:00 on the 24th, the offer request must be accepted before 00:00 on the 22nd or the offer request is canceled.

   • When canceling the offered request the User that is associated with the cancellation record is "System".
   • A comment is also added indicating that the request was canceled by the system due to not being accepted in time.
   • A notification is sent to the employee that offered the schedule.
6. In the Shift Offer Selection Style field, enter the selection style to be used to verify if an employee is able to trade a specific shift. Built into the selection style are validations such as station and skill requirements, overtime hours, approved hours, etc. The selection style options available have been previously set up on the Configuration section>Scheduling card>Selection Styles screen.

   Note: The Shift Offering and Shift Trading features can be available during the same time frame.

7. In the Shift Offer Qualification Level field, enter the profile qualification needed in order for employees to accept trades. If employees do not meet the qualification level, then the employee will not be able to accept a shift offer.

   Profile qualifications allow you to define levels of requirements that an employee must meet to accept the offer.Profile qualifications are set on the Profile Qualification screen: Configuration section > Scheduling card > Profile Qualification.

Shift Offer Begin Advance Days

This value is used to determine the number of days before the start of the next schedule period to identify the first day that an employee can offer shifts in the next schedule period.

A common practice is to publish the schedule 14 days before the start of the next schedule period. Therefore, it is common to set this parameter to 14. In this example, an employee will be able to offer shifts anytime in the next schedule period up to 14 days before the next schedule period begins.

Shift Offer End Advance Days

This value determines the number of days from today that shifts become eligible to be offered and when any offered shifts are automatically set to cancel if they were not accepted by another employee.

A common practice is to set this parameter to 2. This means than an employee cannot offer a shift if it occurs within the next 2 days.

Also, the system cancels any offered shift that has not been accepted by the scheduled shift date less the value of this parameter. For example, if this value is set to 2 and the employee is scheduled to work at 07:00 on the 24th, the offer request must be accepted before 00:00 on the 22nd or the offer request is canceled.

• When canceling the offered request the User that is associated with the cancellation record is "System".
• A comment is also added indicating that the request was canceled by the system due to not being accepted in time.
• A notification is sent to the employee that offered the schedule.

Shift Offer Selection Style

Determines the selection style to be used when validating whether an employee is allowed to accept an offered schedule from another employee.

For example, the selection style may validate that the employee will not go into overtime, has a minimum rest interval, etc. The rules included in each selection style are previously set up on the Selection Styles configuration table with the Type of Edit Validation.

Shift Offer Qualification Level

Profile qualifications allow you to define levels of requirements that an employee must meet to accept the offer.Profile qualifications are set on the Profile Qualification screen: Configuration section > Scheduling card > Profile Qualification.