Viewing shifts for your team

To view all of your team members shifts whether they are Upcoming or Completed shifts, follow the steps below.

The following pages in the application provide access to shifts (including the shift card for each shift):

  • Dashboard : List View
  • Schedule : One-Week or Two-Week Calendar View
  • Shifts : Monthly List View or Calendar View

 

The shift card provides further detail regarding the shift under the General and Activity tabs:

  • Position
  • Status
  • Assigned member (if applicable)
  • Date, Time slot (paid, unpaid durations, overtime)
  • Location
  • Log of every action on the shift
  • Callout Audit Trail for open shifts

 

Steps

From the Dashboard page

1. Select Dashboard from your left menu bar.

2. Set the filters available at the top to define your view: Location, Shift Status, Position, Search Member.

3. Select one of the tabs to display a List View of:

  • All Upcoming Shifts
  • Past Shifts
  • Recently Created Shifts

4. Click on a shift to open the shift card. 

 

From the Schedule page

1. Select Schedule from your left menu bar.

2. Set the filters available at the top to define your view: Location, Shift Status, Position, Search Member.

3. Select the position for which you would like to view the shifts.

4. To show any notes that would have been included in the shift, click on the ellipsis next to the Settings icon.

5. From the menu of schedule options, click on Show Shift Notes.

6. To hide your shift notes on the schedule, click on the ellipses again and click on Hide Shift Notes.

7. Click on a shift and select View Shift from the menu to open the shift card.

 

From the Shifts page

1. Click on Shifts in the left menu bar.

2. Set the filters available at the top to define your view: Location, Shift Status, Position, Search Member. For example, set the Shift Status filter to Upcoming or Completed.

3.  Select one of the tabs : Calendar View or List View.

4. Click on any shift to open the shift card. 

5. Click on the white space on any day to open a side panel with the full list of shifts for that day.