Many organizations utilize volunteers, allowing people to sign up for open shifts but not necessarily working those shifts. And while employees can already input availability
into the system, and admin can view availability
, sometimes it is easier to allow them to schedule themselves onto the CrewScheduler, where admin can drag and drop employees into the open shifts as needed.
First, you will have to build a new assignmen
t into the CrewScheduler. You will want it to look like the example below.
Because this is a sign-up, you won't want to give it an assignment time. You want it to repeat daily, but do not want it to be a work shift. You'll need to enable self-scheduling. We always recommend making it a bold color, so it stands out on the CrewScheduler and doesn't get missed. Once it's been created, you'll need to add the users you allow to self-schedule onto it.
Once you allow users to sign up, employees will be able to schedule themselves into the slots. It doesn't mean that they will be working, just that they are available to work if need be.
Employees then can set the hours that they are available to work, even if they are already on the schedule for that day. You will want to create a new pay code for this as well.
You will be able to see who is signed up for the day from the CrewScheduler.
If you drag them into the opening, it will automatically change the hours to whatever the hours are for the new assignment. You'll want to make note of the hours they said they were available so that once you move them into their new slot, you can adjust their hours accordingly.
By making it its own work code, you can track who is signing up for hours, if you require all employees to do so.
Setting Up a Self Scheduling Assignment
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 ...
Along with using the platform to do all of your daily scheduling, rostering, and overtime callbacks - you can also use it to post 'sign up' based events. These are events that you post, and let users indicate if they would like to work them on a ...
Setting Availability for CallBacks / Extra work shifts
If your Organization has this set up the opposite way (assume employees are always available) please see this article instead Scheduling has an 'Availability' module that allows you to set your availability for CallBacks and extra work shifts. ...
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, ...
Viewing Employee Availabilites
You can view Available Employees (those that have specifically indicated their particular availability for a day / time range) from within the platform. This is perfect for organizations who schedule employees on an as-needed or volunteer basis. Now, ...