Rosters | Open Shifts

1) Overview
2) Set the rule for all users
3) Set the rule for individual users
4) Rule values
5) Open shifts rule settings
6) Open a shift as an employee
7) Change the shift end time

 

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🔍 RELATED ARTICLES

Roster | Publishing and Communicating the Roster

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1) Overview

An open shift is a roster shift that has not been allocated to an employee. This shift can be made available to employees that are suitable to fulfil this role.

When a user receives their shifts online, by email or by SMS, they can confirm their shifts by replying to the communications or directly through their online account.

You can also allow the user to say no to shifts by enabling the rule, Allow employee to open their shifts for a replacement.

 

2) Set the rule for all users

1. Click Organisation.
   
2. Click Settings.
   
3. Click Rules on the side bar and then click on the Roster Rules section to expand it.
   
4. Scroll down until you find the Open shifts section.
   

 

3) Set the rule for individual users

1. Click Organisation on the navigation bar.
   
2. Click Users.
   
3. Select the user (we're using Mr Anderson for this example).
   
4. Click Rules on the sidebar
5. Click the Roster Rules section to expand it.
   
6. Scroll down to find the Open shifts section.
   

 

4) Rule values

Allow employee to open their shifts for a replacement

• Checked - users can decline and open a shift
• Not checked - user cannot decline a shift.

Automatically communicate open shifts when opened

• Checked - automatically ask 3 users who are available to work the shift, if they would like to work it
• Not checked - the system does not automatically ask user to work the shift, the manager can do this.

Employee requires manager approval when accepting a shift

• Checked - when a user says yes to working the shift, a manager needs to approve the request
• Not checked - the system will automatically assign the shift to the user that said yes to working the shift.

5) Open shifts rule settings

Once you have found the Open Shifts Rules section in either the organisation or users rules, the following options are shown:

• Determine the rules you would like to set (refer to the Rule Values section above)
• Set Allow employee to open their shifts for a replacement to the value you require
• Set Automatically communicate open shifts when opened to the value you require
• Set Employee requires manager approval when accepting a shift to the value you require
• Set Restrict users from opening shifts relative to to the value you require
• Set How many days before the roster/shift start time to restrict opening of shifts to the value you require.

 

6) Open a shift as an employee

1. Click on My Easy Employer on the navigation bar and select Rosters.
   
2. Select the roster period.
3. Click on the specific shift.
4. Click the Open shift icon.
   
5. The shift now displays in pink to denote it has been open.
   
6. Click on the roster shift confirmation to do on the home page.
   
7. Click Submit.
8. This will send a notification to manager about shifts.

 

7) Change the shift end time

Shift end time can be changed when the shift is in progress

1. Open the current roster
2. Select the shift you wish to change
3. Press the Manage Shift button
4. The Shift Management pop-up will appear, allowing you to edit the end time of the shift.