Description: Learn how to create, publish, manage, and assign Shift Opportunities so you can efficiently fill open shifts with the most suitable employees.
Shift opportunities are open shifts that you need to fill. You can invite a specific employee or group of employees to apply. Alternatively, you can advertise it to all employees in your network who have the job/skill in their profile that you require, and then choose the most suitable applicant. Finally, you can assign a shift opportunity directly to a specific employee.
Note: Employees must be connected to the company before they will be returned in search results.
Process
From the Weekly or Daily Schedule View, select the + option at the bottom of the screen next to "Shift Opportunities" to open up the Create Shift Opportunity window.
Enter the following details:
- Date of the shift opportunity
- Start time of the shift opportunity
- End time of the shift opportunity
- Shift end option (As Scheduled, Until Required, Until Close)
- Unpaid break (selectable in 5-minute increments up to 60 minutes)
- Job required (for example, bartender)
- Slots: Number of shift opportunities available/required (for example, I need 2 bartenders)
- Offsite addresses: Offsite location where the shift will be worked (if enabled)
- Sections: Work area where the shift will be worked (if relevant)
Select 'Who Can Apply' Option:
- Invite Only: Employer selects one or more specific employees from within their network to be sent an invitation to apply.
- Network Only: The shift opportunity is automatically sent to all appropriately skilled applicants from within the company network.
Select 'Invite Employees' Option:
- Returns a list of suitable and available applicants that can be invited to apply.
- Percentage Match represents the degree to which the employee is available for the time defined in the shift opportunity.
- Select employees individually or select INVITE to include all potential applicants returned in the list.
- Select Save As Draft to leave the status of the shift opportunity as 'Unpublished' or select Save & Publish to finalize and send the opportunity out to selected employees.
Auto Approve Option:
After one or more employees have been selected, an additional option is enabled, which allows the employer to automatically accept and assign the opportunity to a specific employee. Select the option in the 'auto approve' column next to the employee.
In our example, if John applies, he will automatically be assigned the shift, even if Olivia (who does not have 'auto approve' set) applies first. Where there is only one slot to fill and 'auto approve' is set for multiple employees, the first to apply will be successful.
Review and Accept Applicant:
To see applicants who have been invited and those who have applied, select the shift opportunity and then select the Manage Shift option.
- Here, the applicants will be listed. The top section is those who have applied; the bottom section is those who have been invited but have yet to apply (or decided not to apply).
- Once an applicant is accepted, the shift is removed from the Opportunities section and moved up into the Schedule section, assigned as a confirmed and published shift against the successful applicant. The successful applicant will receive a push notification informing them that they have been successful.
- After reviewing all applicants who have applied and determining that none are suitable, the employer can choose to invite additional employees by selecting the Invite Employees button in the Manage Shift Opportunity screen.
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