The Roster saves changes automatically—no manual saving required. With a built-in notification delay, if a staffer moves someone multiple times within 5 minutes, the user will only receive one notification for the final placement. This keeps scheduling efficient and reduces unnecessary alerts. A quick breakdown is provided below:

Filtering the View

Admins will have the ability to change their view using the Date Selector and the Battalion drop down menu.

Using the Date Selector:

Users can select the arrows on either side of the date to navigate day by day to different Rosters or select the date itself to choose a day on the calendar to navigate to.

Filtering the View:

By selecting the Battalion drop down menu users can select which battalion and stations to view. At the bottom of this dropdown menu Admins can set their ‘Default view’ that will open whenever they navigate to Roster.

On the upper far right side will be a toggle offering the choice between an expanded Roster Card view and a collapsed view.

Understanding Tags and Colored Bars

There are a number of tags, symbols, and colors that can appear on Roster. All representing different actions.

The rank required for the position is located in the top left corner
Shift Trades will have a blue ‘TRD’ in the bottom right corner
A pencil icon will appear in the bottom right corner when there is a note on the employees roster card
Overtime employees will have a pink tag in the bottom right corner, with the detail code of the staffing list used to staff them.
A Steering wheel icon indicates your driver or apparatus operator
When an employee is placed into an ‘Acting as’ role the icon below will appear in front of the rank assigned to the position
When an employee is staffed from a differing shift pattern a colored bar will appear on the left of their roster card. The color directly coordinates with the color assigned to the shift pattern in the Shift Planning Tool.

Responsibilities

Often used for Duty Chief or On-Call Chief responsibilities, this section enables admins to define specific roles within a battalion and assign personnel to them.

To Add a Responsibility

Open the “Responsibilities” drop down menu at the top of the page
Click “Add new”
Type in the ‘Name’ of the responsibility
Search for the employee you would like to assign
1. You can filter using the search bar or by the “+ Add rank filter”
Select the name of the employee
Click “Submit”
Choose if this is an assignment for:
1. Only this day
2. This and all future days
3. If the responsibility has a specific end date: this will prompt the user to select an end date
Click “Ok”

To Edit a Responsibility

Open the “Responsibilities” drop down menu at the top of the page
Select the pencil icon to the right of the responsibility
Edit the information as needed
Click “Submit”
Choose the assignment length
Click “Ok”

Hiring Engine

Located in the top tool bar is the Hiring Engine, this is used for all outbounding, instant hiring, and requesting volunteers.

Auto Hire: Will send out notifications to employees, going down the departments set staffing lists, and allow them to choose their assignment.
Instant Hire: Will automatically fill vacant position based on their placement in the departments staffing lists.
Request Volunteers: Will notify employees to sign up for vacant positions and place them on the voluntary staffing list for the day.

Some Hiring Engine features such as creating templates, schedules, and setting default settings is available through the Department Settings page. To view guides and instructions please click here.

Creating a New Engine

Upon opening the Hiring Engine users will presented with the action types to the left, such as running a pre-created template or adding an Auto Hire engine.

On the right is a list of all current vacant positions for the day and relevant information for each position. This includes:

Battalion
Station
Apparatus
Start and end times
Required certifications

At any point users can filter through vacant positions by using the Battalion, Station, and Apparatus drop down menus.

Note: The Hiring Engine Page shows the same set up as creating a Hiring Engine Template. In order to add new steps in the Roster Hiring Engine the first engine will need to be ran before an additional Engine can be created for the day.

Pre-existing Template

If the department has created templates for the Hiring Engine, staffers can select a template from the Hiring Flow drop-down menu to run for the day. This will preload all settings and order required, simply click “Confirm” in the upper right hand corner to run the Engine.

Auto Hire

Choosing a Staffing List(s)
1. Select what staffing list(s) to use
  1. Use the Staffing list drop down menu to select what list to call from
  2. To add an additional list, click Add More Staffing List Configuration.
    This will add a secondary list that the system will use once the first list is exhausted.
    Example: If the Volunteer list is selected first and there are still vacant positions, the system will automatically begin calling from the Mandatory list.
2. Click View Employees to see the employees included in each added staffing list and their order.
3. To remove a staffing list, click the trash icon.
4. To change the order of the lists, drag and drop them using the icon on the far right of the list name.
5. Apply filters to the staffing list using the filter icon to the right of the staffing list name. Here staffers can filter employees by shift, battalion and home station.
Choose Positions to Call
1. By default, no positions are selected. Staffers can filter positions using the drop-down menus.
2. To select a position to be called, check the box next to the position name or use the “Select All” box at the top of the list.
Set Hiring Engine Settings
1. Click “Change Hiring Engine Settings” to adjust the settings for the days. Be sure to hit “Save” after making any changes.
2. Round Duration: Determines how long each employee has before the next name on the list is notified.
3. Vacancy Fill Order: Specifies the order in which ranks will be called.
Set Each Positions “Call Order”
1. For each rank with vacant position click “Edit Call Order”
  1. This allows users to control what ranks will be called for the position and in what order.
  2. Staffers can choose ranks by checking the box to the left, and they can drag and drop positions into the desired order using the icon on the right.
Select “Start” to Kick Off the Engine
1. It may take a moment for the Engine to start, please take a moment to allow it to load.

Instant Hire

The Instant Hire feature works similarly to Auto Hire, with the primary difference being in the Occupancy column of the vacant position list.

In this column, staffers can view which employee is being forced into a position and can edit the assignment if needed.

Edit Instant Hire Placement

Click the pencil icon under the ‘Edit’ column
1. This will open a list of eligible employees to fill the position, listed in the order they appear on the staffing list.
Filter employees
1. Use the search bar to find a specific employee.
2. Click the filter icon to filter by Certification, Rank, or Shift.
Select the desired employee and click “Done”
Once all positions are filled with the desired personnel, click “Confirm” to start the engine.

Request Volunteers

Request volunteers allows departments to request employees to volunteer on a specific day on Roster well in advance of their staffing needs. This allows users to manually sign up for the VOT list For that Roster day populating them on a volunteer list.

Parallel Hiring Engines

Canceling and Restarting a Hiring Engine

Once the engine is started, the page will refresh and show the engine status as In Progress. To stop an active engine, click Stop in the upper right-hand corner.

Stopping the Engine

After clicking Stop, the page will refresh, and the engine status will update to Cancelled.

Restarting the Engine

To restart the engine, click Add New under the cancelled engine to create a new Auto Hire.

Note: This feature can also be used if new vacant positions are created after the engine has already finished running.

Editing the Roster

On each day of the Roster staffers can easily edit positions as different needs arise.
- Admins can easily assign employees by selecting their names and dragging them into or out of various positions
  - Note: If an employee is moved into a role outside their usual designation, a warning will appear, allowing admins to override or undo the action.
  - When overridden, the 'Acting as' tag will be applied to reflect the temporary rank
  - This feature adheres to your department's specific rules and protocols

Excess Capacity and Overlapping Shifts

While dragging and dropping employees into place on the roster there are two ways to add additional employees to an apparatus.

Excess Capacity:

If an apparatus requires an additional team member for a specific day, admins can drag and drop an employee to the bottom of the apparatus. A blue icon will appear on their shift, indicating they are assigned as excess capacity.

Overlapping Shifts:

Overlapping shifts occur when two employees are assigned to the same shift on the same apparatus. To create an overlap, simply drag and drop an employee onto an already occupied shift. To undo an overlapping shift, simply drag and drop an employee out of the position.

Staffing from Staffing Lists Manually

Staffers have two way to manually staff people from the Staffing list outside of using the Hiring Engine.

Note: Some departments opt to have an ‘All Department’ list, allowing them to select employees without affecting the position in various staffing lists.

Option 1:

Click the '+' icon at the center of any vacant Roster card. This will open the Staffing Lists menu, here staffers can drag and drop employees from different overtime lists manually.

Option 2:

In the tool bar, located at the top of the screen, staffers can select the icon below to open the Staffing List side panel. From here employees can be dragged and the desired position.
When an employee is staffed from a staffing list, manually or via the hiring engine, their roster card will have a tag in the bottom right hand corner indicating that they are overtime and what list they were staffed from. Example below:

Manage Personnel through Roster Cards (Editing Pay Codes)

Selecting a filled position on Roster will open up a detail menu. This menu shows:

Employees full name, rank, and certifications
The option to view the employees ‘Full Profile’, opening a new tab with the employee’s Stationwise profile pulled up.
View employees personal schedule - this will open up a calendar view of the employees schedule. Showing all assigned shifts, upcoming vacation, shift trades, and overtime. Example below:
Shift information: Employees assigned shift pattern, start and end time.
The ability to edit the positions pay code(s) and detail code(s). Here staffers can use the drop down menu to change the default pay code as well add any additional pay codes or detail codes.

Steps to Change Current Pay Code

Select the 'Shift Pay Code' drop down menu after selecting the desired employee
Select the desired pay code
Changing the pay code will require a note to override, this not will carry over into the employees payroll.

Steps to Add an Additional Pay Code

Click ‘+ Add Pay Code’
Create a note explaining the override
Select the desired pay code

Steps to Add a Detail Code

Click ‘+ Add Detail Code’
Select the desired pay code

Remove a Pay or Detail Code

Select the 'none' option from the corresponding drop down menu

Manage Shift (Split Shifts, Forcing Trades, Restoring Position on Staffing List)

When a filled position is selected on roster, staffer will see the option to ‘Manage Shift’. In the dropdown staffers will have access to key abilities:

Modify or Split Shift

Here staffers are able to:
- Force employees off by selecting the ‘Employee Off’ checkbox. This action prompts staffers to choose a reason for the time off from a dropdown menu.
- Split a shift as many times as necessary. Staffers also have the ability to merge previously split shifts.

Steps to Create a Split Shift

Select 'Modify or split shift'
Select ‘Split’
Input all information and add as many splits as needed
Click 'Confirm'
Make sure to also click 'Save' on the Roster to apply changes

Steps to Undo a Split Shift

Select 'Modify or split shift'
Select ‘Cancel’ to remove the employee from the Off Roster list and restore their position.
Select ‘Merge’ to undo any splits
Once all changes are made click 'Confirm'
Make sure to also click 'Save' on the Roster to apply changes

Restore an employee’s position on the staffing list. If a vacancy is filled by an overtime employee, the ‘Employee Off’ checkbox is replaced with a ‘Restore Position on Staffing List’ checkbox. Selecting this option removes the employee from the roster and returns them to the position they previously held on the staffing list.

Force Shift Trade

Force shift trade will open the ‘Force shift trade form’, staffers will be able to input all trade information

Navigate to the date which the extended leave will start
Select the 'Manage shift' drop down menu after selecting the desired employee
Select 'Move to extended leave (off roster)'
Input all required information and select ‘Submit’
Make sure to also click 'Save' on the Roster to apply changes
The employee will now appear on the off-roster list

Off Roster List (Canceling Shift Trades/Time Off and Managing APT Requests)

In the tool bar, located at the top of the screen, staffers can select the icon shown below to access the ‘Off Roster’ list.

Staffers can filter through the ‘Off Roster’ list using the options located at the top of the list: All, Shift Trades, Time Offs, Extended Leave, and Holiday

Note: If an employee was recently moved ‘Off Roster,’ staffers may need to save changes and refresh for the name to appear.

To Cancel or Modify an Employee's Time Off

Navigate to Roster and open the 'Off Roster' list
Locate the employees name in the Off Roster list
Select '...' to the right of the employees name
1. This may require the user to side scroll to the right
2. If canceling a shift trade, a form will appear asking how to handle the owed hours. Staffers can either undo the traded hours or leave the balance as is. Click ‘Submit’ to complete the process.
Select 'Cancel' to remove the Time Off OR 'Modify or Split' to modify the request
Review the changes window and click ‘Confirm’
If Canceled:
1. The employee will be restored to their previous position on the roster.
  1. Note: After restoring, ensure this does not create an overlapping position. If the vacancy had been filled from the staffing list, staffers may need to manually restore the replacement employee to their original position on the list.
If Modified:
1. The employees timecard and personal calendar will be automatically updated to reflect the changes.

To Manage APT Requests

Select the 'Off Roster' Icon at the top of the screen
Navigate over to the 'Additional Paid Time' section
Add new Additional Paid Time Request
1. Select the blue '+ Add additional paid time' butoon
2. Select the employee(s) who will be included in the entry
3. Hit Done to open the APT form
4. Fill out all pertinent information - users may need to select the additional paid time type to generate the form
5. Hit 'Submit'
Edit existing APTs
1. Select the '...' to the the right of the users name
2. Choose to Edit or Delete the entry
3. Choosing to edit will reopen the APT form and allow staffers to make manual adjustments

Creating and Managing Events

Staffers have the ability to create and manage varying event types on the roster. These are often used in situations involving training or strike teams.

Create a New Event

For events that span multiple days and have a different start time on the first day, we recommend creating two separate calendar entries:

A single-day event for the first day, reflecting its unique start time.
A recurring event starting on the second day, with the consistent start time for the remaining days.

This method ensures that start times are accurately represented and remain consistent throughout the event's duration.

Steps to Create a New Event

Select the ‘+ Create Event’ button in the bottom right corner
Enter the Event Group name
1. This appears as a drop down menu, staffers can click into this field and type in a new name or use the drop down to select an already existing group.
Enter the name of the event , the click 'Next'.
1. Event groups create a 'Station' for that event type. Each named event will appear as an 'Apparatus' under that event group.
This opens the event creation form, where you can choose to add position slots to the event. Once all positions are added click 'Next'.
1. Each position you can set custom requirements, start times, and end times.
Select if this event is a single day or a multi day event
1. For multi day events staffers will be prompted to choose an end date and what days of the week the event should appear on roster.
2. Click ‘Submit’ to save the event
Input the event Shift Pattern
Click 'Submit'

Managing an Event (Staffing, Editing, and Deleting)

Once an even is created staffers can fill empty positions in the event.

To Staff from a Staffing List for a Single Day:

Staffers are able to drag and drop employees into events directly from the Roster and from Staffing Lists. However this only staffs a user to the event for a single day.

To Staff a Users in a Repeating Pattern

To staff employees to an even on a repeating basis users will need to utilize the Shift Planning Tool.

Open the Shift Planning Tool
Select 'Event Planning' in the top tool bar
Select the Name of the event (Not the check to the left of the name)
This allows the Staffer to staff eligible position or add excess capacity users to an event.
Select 'Show Eligible Personal' next to the position or excess capacity spot to select a qualified employee
Once an employee is located select the up arrow to move them into position
Fill in all information for 'New Assignment'
1. Shift Start and End Times
2. Assignment Start and End Dates
  1. An assignment End Date cannot exceed the end date of the event
3. Apply Pay codes
  1. If users should have different pay codes depending on if its a regularly scheduled day or not be sure to toggle on: Use different pay codes on duty days
4. Apply Detail codes
5. Add any required breaks
  1. Toggling on a Break duration will automatically deduct the break duration from the end users time card.
Once all information is correct hit 'Confirm'

If the Employee staffed had a pre-existing shift assignment be sure to pay attention to the shift priority.

Select the edit icon next to the name of the user staffed
Underneath their name in 'Edit Assignment' select the edit icon next to Priority
From here Staffers can control the users shift priority order
1. By default 'Pause all other assignments' is enabled: this means that other assignments will not be active while the event is taking place.
2. If the Staffer toggles off 'Pause all other assignments' and toggles on 'Full Shift' this means that on days where the event and the regular assignment overlap the user will NOT be scheduled to work their regular assignment at all. On days where they are not scheduled to work the event and have a regularly scheduled shift they will be placed on Roster.
3. Use the drag and drop icons to manually drag shift into the desired priority order.
4. Once all changes are confirmed select 'Save'
Once all users are staffed correctly be sure to 'Publish' the shift planning tool.

Editing, Duplicating, Undeploying, and Unstaffing an Event

To make Edit to an Event

Open your Shift Planning Tool
Navigate to Events Planning from the top tool bar
Select the circle next to the event name - once selected it will turn blue
Choose Edit
1. This allows staffers to change:
  1. The name of the Event
  2. Extend the Event
Choose Duplicate
1. Create a copy of the Event
2. Users will be walked through the creation menu with the same setting as the chosen event in place.
Choose Undeploy
1. This allows Staffers to end the Event
To unstaff or remove an employee from the Event
1. Select the name of the event in the Shift Planning Tool to open the staffing menu
2. Locate the name of the employee
3. Staffers can edit their assignment to enter an end date OR choose the '-' to immediately remove them.
Once change are made be sure to Publish the Shift Plan to enact any changes.

Roster Tool Bar

In order from left to right:

Shift Planning Tool

This is where departments can create and edit their default rosters and set staffing patterns. Please see the Shift Planning Tool section of the guide for further info.

Send a Message

Sending a message through Roster will send to everyone on the Roster for that day. Selecting the icon will open the 'New Message' field.

Here staffers can fill required information and hit 'Send', to view and follow up on messages sent from Roster please navigate to 'Dashboard' and locate the sent message in the message panel.

Print Roster or Export to CSV

Selecting the print icon will open the option to print the current view on the Roster day. This view can be edited by using the 'Battalions' drop down menu and select what stations to show.

Select 'Print' to open to open your computers print options.

Select 'Export' to download an editable CSV of the Roster prior to printing.

Staffing Lists

Staffing lists will open the staffing lists side panel. Here staffer can choose different staffing lists, apply filters, and manually drag and drop employees into positions on Roster.

Please Note: Staffing list movement is determined by the Detail code. If the automated detail code is removed the employee will not move on the list.

Off Roster

This list displays employees who are off, the reasons for their absence, and who is covering their open shifts. Admins can view the reasons for absences, while general employees can only see who is off.

Staffers are also able to see Additional Paid Time Requests from this list.

For more information please see the above Off Roster section of the guide

Staffing Stats

This opens a side panel showing a summary of the day's Battalion information. Providing a condensed view of the roster, offering a quick overview of the Battalion details for the day.

Change Log

This will display a log of all changes made to the roster, including:

What changes were made
When the changes occurred
Who made the changes

Shift Planning Tool (Setting the Default Roster)

The Shift Planning Tool allows staffers to create and edit the default Roster for both shift and non-shift employees. Located at the top of the screen, users can locate the Shift Template Editor by clicking on the following icon:

All changes made in the Shift Planning Tool, excluding changes to set staffing pattern, will not go into affect unless published. Staffers can publish at any point by selecting publish in the top right hand corner.

Staffers can choose to discard all changes by selecting 'Discard'

Roster Editor

Navigating the Page

Filter the View

Select the 'Battalion' drop down menu and select the desired battalion to view and edit.
To filter by shift, use the 'All Teams' dropdown menu to display only specific shifts.
- By default, the view displays all teams on a single page. Each employee card features a colored bar on the left, which corresponds to the color assigned to their shift pattern—visually indicating the shift each employee belongs to.

If staffers accidentally navigate to the staffing view while browsing, they can return to the original view by clicking the icon shown below.

Stations: Creating, Editing, and Removing

Creating a New Station

Select '+ Add Station' in the lower right hand corner
1. Note: This can only be done from the default view and no the staffing view
Enter station name, address, and any station level requirements.
1. Station level requirements are included in staffing stats on the roster. If the requirements are not met a red '!' will appear indicating certain requirements have not been met.
Select 'Save'

Edit a Station

Select the '...' is the upper right hand corner of the station name.
Click 'Edit Station'
Here staffers can change: Name, address, and station lever requirements.

Remove a Station

Select the '...' is the upper right hand corner of the station name.
Click 'Remove Station'
Read the warning pop up
Click ‘Confirm’

Apparatuses: Creating, Editing, and Removing

Put Apparatus on Reserve

Select '....' in the upper right hand corner of the apparatus
Click 'Put on Reserve'
Read the pop up warning
Select 'Confirm'

Create an Apparatus

Select '....' in the upper right hand corner of the station
Click 'Add apparatus'
Enter Name, if for shift lead, and any apparatus level requirements
Click 'Save'

Add a Position to an Apparatus

Select '....' in the upper right hand corner of the apparatus
Click 'Add position'
Select any rank and certification requirements for employees to fill the position
1. Note: Leaving the rank blank will exclude this position from being included in the Hiring Engine
Select 'Advance Settings'
1. Staffers can create non-shift positions by toggling 'Full Shift' to 'Partial Duration'
  1. Custom start and end times can then be entered
2. 'Ignore vacancy notifications for this position'
  1. When toggled on this position will not be included in the vacancy count on the Dashboard
3. 'Disable shift trading for this position'
  1. When toggled on this position will not be eligible for employees to request shift trades
Select 'Save'

Add an Extra Person

This will bring the staffer to the staffing view where they can then staff in the 'Excess Capacity' slot. These are positions that go beyond the usual staffing for the apparatus.

Move an Apparatus

Select '....' in the upper right hand corner of the station
Click 'Move Apparatus'
Using the drop down select the station to move the apparatus to
Click 'Save'

Delete an Apparatus

Select '....' in the upper right hand corner of the apparatus
Click 'Remove apparatus'
Read the pop up warning
Select 'Confirm'

Edit or Remove Positions on an Apparatus

To Edit a Position

Select the '...' in the upper right hand corner of the position
Click 'Edit Position'
Change information as needed
Click 'Save'

To Remove a Position

Select the '...' in the upper right hand corner of the position
Click 'Remove Position'
Read the pop up window
Click 'Confirm'

Staffing from Roster Editor

Selecting a position in the Roster Editor will open the staffing view. Here staffer can fill vacant or filled positions, as well as edit existing placements.

Note: Removing employees from positions will remove their shift pattern. This triggers the system to have them unstaffed, meaning all future vacation and overtime will be removed from their calendars.

If the employee is moving positions and maintaining their shift pattern simply add them to the new position. The system will warn staffers that they will be moved from their previous assignment and allow them to never be read as having no shift pattern.

Assign Positions

Select the desired position to be filled
Click 'Show Eligible Personel' to open a list of all employees capable of filling the position
1. The employee list includes: Employee name, rank, certifications, and current shift assignment
Scroll through the list or use the search bar to locate a specific employee
Select the up arrow on the left side of the desired employees name.
This opens the 'New Assignment Form' and assign:
1. Shift pattern
2. Start and end times
  1. If the position is a Full shift assignment inputting seperate start and end times will create vacancies on roster for the unstaffed portions of the shift.
3. Assignment start date
4. Optional assignment end date
5. Default pay and detail codes
Fill in all information and select 'Confirm'
A pop up warning window may appear, please read this carefully
Click 'Confirm'

Non-Shift Staffing Features:

Edit Positions

Select the desired position from the default view or scroll through the left side panel in staffing view.
In the Staffed to this position area locate the assigned employee to be edited
Click the pencil icon to open the edit assignment window
The only editable item in the optional end date
1. Selecting a date here will auto remove this person from the selected position on the chosen date.
2. Staffers can then add these removed employees to other positions starting on future dates.
3. Note: If the employee is moving positions on the roster immediately AND maintaining their current shift pattern DO NOT remove them for their current position. Simply add them to the desired position and select 'Confirm' when the system warns you this will remove them from their previous position.
  1. Removing employees from positions will remove their shift pattern. This triggers are system to have them unstaffed meaning all future vacation and overtime will be removed from their calendars.
Make desired changes and select 'Confirm'

General release walkthrough: A quick walkthrough of the various features available in the Shift Planning Tool

Personnel Patterns

Personnel Patterns offers a different view for staffing. Instead of searching based on position staffers can search for specific employees. Showing this employees current assignments and allows for the assignments to be edited and new ones created.

Edit Position

Search for the employee in the left side panel by scrolling or using the search bar
Select the desired employees name, opening a view showing all their currently assigned positions
Select the pencil icon under the actions column to edit the employee
The only editable item in the optional end date
1. Selecting a date here will auto remove this person from the selected position on the chosen date.
2. Staffers can then add these removed employees to other positions starting on future dates.
3. Note: If the employee is moving positions on the roster immediately AND maintaining their current shift pattern DO NOT remove them for their current position. Simply add them to the desired position and select 'Confirm' when the system warns you this will remove them from their previous position.
  1. Removing employees from positions will remove their shift pattern. This triggers are system to have them unstaffed meaning all future vacation and overtime will be removed from their calendars.
Make desired changes and select 'Confirm'

Remove a Position

Search for the employee in the left side panel by scrolling or using the search bar
Select the desired employees name, opening a view showing all their currently assigned positions
Select the circle icon in the actions column to remove
Read the warning
Hit 'Confirm'

Add a Position

Search for the employee in the left side panel by scrolling or using the search bar
Select the desired employees name, opening a view showing all their currently assigned positions
Below this is the Department Overview
Using the drop downs located to the right, Battalion and Station, select the desired locations
Once selected locate the desired position
1. Staffers can check to see who is currently assigned to these position by selecting the arrow located to the left of the rank
Once the position is located select the 'Staff Here' button to open the new assignment window.
This opens the 'New Assignment Form' and assign:
1. Shift pattern
2. Start and end times
  1. If the position is a Full shift assignment inputting seperate start and end times will create vacancies on roster for the unstaffed portions of the shift.
3. Assignment start date
4. Optional assignment end date
5. Default pay and detail codes
Fill in all information and select 'Confirm'
A pop up warning window may appear, please read this carefully
Click 'Confirm'

Move to Extended Leave (Off Roster)

To move an employee to an Extended Leave position please follow the below steps.

Open Personnel patterns in the the Shift Planning Tool
Use the search bar to select the desired employee
Select 'Extended Sick Leave' in the upper right corner
Fill in all the required information and submit
A new assignment will appear above their existing assignment taking priority
Confirm all information
Publish

Staffing Pattern

Staffing patterns is where all shift and non-shift patterns are created. In order to be staffed on the roster employees are required to have a staffing pattern.

Note: Once staffing patterns are changed they will go into affect immediately even without publishing

Create a Staffing Pattern

Select the ' + Create Pattern'
Create an easy to read Staffing Pattern Name
Assign a color - this color will be used throughout the dashboard to indicate pattern assigned
Pattern Length and Start Date
1. Example: For a 24 on 48 off pattern, the pattern length is 3 days. For a non-shift 5 day a week pattern the pattern is is 7 days long.
Once pattern length is input, a chart with that number of days appears with a calendar underneath. This is where staffers can indicate what days are 'on' days and which are 'off' days.
Review the calendar, ensure all days are marked correctly.
Click 'Save'

Edit a Pattern

Select a pattern
Pattern name and color are able to edit immediately
To edit the rest of the pattern information staffer will need to acknowledge the warning by clicking 'Edit'
Once all information is changed select 'Save'

Managing User Positions Priority

When a user is assigned to multiple positions in the Shift Planning Tool the each position is assigned a priority number. These priority numbers determine what position the system takes into consideration first when building the Roster.

Positions with the Priority number are taken into consideration first. A shift with the priority number 1 would be considered before a position with a priority number of 2.

To change the priority of an assignment:

Navigate to the assignment in the Shift Planning Tool
Select the edit icon next to the employees name
Select the edit icon next to the priority number
This opens up the Pattern Priority for every position the employee currently has in the shift planning tool
Staffers can drag and drop the position into order using the icon under the 'Priority' column
Under Schedule Configuration:
1. 'Pause all other assignments': When toggled on this will tell the system to only staff the employee on for that position, ignoring any other positions saved in the system.
2. 'Full Shift': When toggled on the system will only staff the selected position on Roster for that work day. But on days when the position is not active the user is available to work other scheduled positions.
Once the priority has been adjusted be sure to select 'Save' and 'Publish' all change to make active