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The Open Current Schedule button opens a self-scheduling screen for the scheduling period that includes the current date. The screen displays the first day of the current week followed by the remaining number of weeks for the schedule.
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.
The time frames of the availability of self scheduling features are set up in the Configuration section>Scheduling card>Staffing Configuration screen>Self Scheduling tab.
The following pages show the sections of the self scheduling screen and also give instructions regarding using the available functionality.
This page gives an overview of the different sections of the self scheduling screen. |
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Employees are able to add activity codes to the schedule on days during the open scheduling time frame. |
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Employees can change the activity code of pending shifts. |
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Employees can delete pending shifts. |
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Employees are able to trade one of their shifts with a shift of an equally qualified employee. |
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Either employee involved in a shift trade can cancel it before it is approved by the supervisor. |
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Employees are able to offer shifts they do not want to work to other employees. |
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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.