Roster - shift reminders

This article includes the following topics:

  • Send shift Reminder for Organisation
  • How long before the shift to send the reminder
  • How should the shift reminders be sent
  • Setting the rules for Individual Users
  • Setting the shift reminder rules

What are shift reminders

Shift reminders are a group of roster rules that can be set for the whole organisation or for an individual user.  

The reminder can be set to send by the users selected method, email, SMS or both.  

Why is this important

These reminders can be set to send at different intervals and can include personal shifts only or include shifts of other people the user will be working with.  

How to Send Shift Reminders for an Organisation

1. Click on Organisation

 

2. Click on Organisation (manage Organisation)

 

3. Click on Rules

 

4. Click on Roster Rules

 

5. Scroll to Shift Reminders

 

6. Click on Edit Button next to Send Shift Reminders

 

7. Select from the following options

  • Don't Send - shift reminders are not sent
  • Personal shifts only - only send the users shift
  • All shifts - send the users' shift along with the shifts of other people the user will be working with during their shift.

 

How long before the shift to send the reminder

Click on the edit button in front of How long before the shift to send the reminder

 

1. Select from the following Options

       i) 1 hour before - 1 hour before the shift start time

      ii) A few hours before - 3 hours before the shift start time

     iii) At the start of the business day - 1 hour before the set start of the business day

     iv) 1 day before - 1 day before the shift

      v)  A few days before - 3 days before the shift

     vi) A week before - 7 days before the shift.

 

How should the shift reminders be sent

Click on the edit button in front of How should the shift reminders be sent

 

1. Select from the following Options

 Selected Methods - the communication method set in the users profile

      i) Email - email only
 
     ii)  SMS - SMS only
 
    iii) Email & SMS - email and SMS.
 
 

Setting the Rule for Individual Users

1. Click Organisation

 

2. Click Users

 

3. Click the user (I clicked Joe Bloggs)

 

4. Click Rules

 

5. Expand the Roster Rules section

 

6. Scroll down and find the Shift Reminders section.

 

7. Adjust Shift Reminder settings as you see fit by clicking the Pencil icon

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