The scheduling system allows for Self Scheduling by employees within the CrewScheduler. This is an excellent feature for organizations that allow their employees to 'Sign up' for open shifts throughout the month. In order to allow self scheduling, it must be enabled on a per assignment basis.
To enable Self Scheduling, click 'Crew Scheduler' > 'Assignments' > 'View / Edit Assignments'
Then, click on the Assignment's blue 'Edit' button to open the options.
From there, click 'Self Scheduling enabled'
You also have the option to require Admin Approval. When checked, the employee will be able to sign up for the assignment; however, they will remain 'pending' until the administrator approves the self signup. To require admin approval, click 'Self-Scheduling requires admin approval'. You will then have 3 options to choose from; no, send to Supervisor(s), or send to selected Admin(s). If you choose the later, you would then type in the names of the admin(s) who can approve the sign ups in the Choose admin(s) box.
When finished click Save.
Now, you will notice that the assignment is setup to allow Self Scheduling.
If you want to limit the self scheduling of a particular assignment to only specific employees, click the 'Change' button. From there you can add specific users to the allowed list of self scheduled enabled employees.
Note: when you create a self scheduling assignment, it will automatically default to 0 users. You will need to click the 'Change' button and tell the system which employees can self schedule in that assignment.
To self schedule yourself for an assignment: When self scheduling has been enabled, click on an 'Open Slot' in the assignment. Add yourself to the assignment, indicating the time range that you would like to work, and any label that may apply to you, ...
Add / Edit CrewScheduler Assignments
In order to utilize the CrewScheduler, the first thing you'll need to do is add Assignment(s). You can think of an assignment as a work assignment. Do not think of them necessarily as 'Shifts', although there are certain instances where that would be ...
On Call Assignment
Some customers have an 'On Call' assignment, such as an 'On Call Investigator' or 'On Call Detective'. You can build the assignment to allow for easy recognition of this, while still allowing the individual to be in their normal shift on the ...
Approving Self Scheduled Employees
Once an employee has signed up for a self scheduled shift, and if the option to Require Admin or Supervisor approval for self scheduling has been checked, the indicated Admin or Supervisor will be notified via email as well as by growl notification ...
How to Set Up Your System
Welcome to Scheduling! You've been looking for a system that's easy to use and maintain. And while it seems overwhelming at first, we've created this guide to help you know where to start. We always recommend that you set up the system yourself, so ...