Managing my rostered shifts

Overview

As an employee, you may base your working hours of a rostering system whereby your organisation will allocate you set hours to work for the week coming up. Because you would base your workload for the coming week of what hours management allocates you, it will help your weekly planning to have access to this information in a timely manner.

The Rostering module within the HR platform has a My Shifts feature that allows you to accept or decline your assinged shifts either in bulk or individually. You can also use this feature to see what bidding shifts you want to accept or decline, and any shift swap requests from your co-workers that you need to review and either accept or decline in bulk or individually.

Availability

HR Plan:   Free   Standard   Premium   Platinum
Payroll Plan:   Standard   Premium

Getting Started

Submitting a shift swap
  1. Click the Roster menu.
  2. Click on the shift you want to swap with another employee.
    Shift_1.jpg
  3. Click the Swap button.
    Shift_2.jpg
  4. Complete the following fields:
    • Offer this shift to.
    • Add note.
  5. Click the Swap Shift button.
    Shift_3.jpg
  6. Click the Swap button
    Shift_4.jpg
Accepting shifts: Individually
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Accept button.
    Shift_16.jpg
  4. Click Accept button.
    Shift_17.jpg
Accepting shifts: In bulk
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Accept All button.
    Shift_20.jpg
  4. Click the Accept button.
    Shift_21.jpg
Accepting shift swaps: Individually
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Accept Swap button.
    Shift_6.jpg
  4. Click the Accept Swap button.
    Shift_7.jpg
Accepting shift swaps: In bulk
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Accept All button.
    Shift_10.jpg
  4. Click the Accept button.
    Shift_11.jpg
Declining shifts: Individually
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Decline button.
    Shift_18.jpg
  4. Enter a reason for declining the shift and click the Decline button.
    Shift_19.jpg

Declining shifts: In bulk
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Decline All button.
    Shift_22.jpg
  4. Enter the reason for declining the shifts and click the Decline button.
    Shift_23.jpg
Declining shift swaps: Individually
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Decline Swap button.
    Shift_8.jpg
  4. Click the Decline Swap button.
    Shift_9.jpg
Decline shifts swaps: In bulk
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Decline All button.
    Shift_12.jpg
  4. Click the Decline button.
    Shift_13.jpg

Maintain

Cancel a shift swap: Individually
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Cancel Swap button.
    Shift_14.jpg
  4. Click the Yes button.
    Shift_15.jpg
Cancel a shift swap: In bulk
  1. Click the Roster menu.
  2. Click on the Pending Shift button.
    Shift_5.jpg
  3. Click the Cancel All button.
    Shift_24.jpg
  4. Click the Yes button.
    Shift_25.jpg
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