Open Self Schedule

The Open Self Schedule button opens the self scheduling screen to the beginning of the first scheduling period that the user is able to access.

Authorized employees can add, edit, and delete their own working schedules. Additional functionality options allow users to trade existing schedules with other qualified employees or to offer unwanted schedules for other employees to accept and work.

Note  

Availability of self scheduling features is determined by the time frames set up in Configuration > Scheduling > Staffing Configuration > Self Scheduling.

For more information on the different self scheduling time frames, see Self Scheduling Access Sequence.

The following functions may be available for self-scheduling:

Viewing the Self Schedule Screen

This page gives an overview of the different sections of the self scheduling screen.

Adding a Self Scheduled Shift

Employees are able to add activity codes to the schedule on days during the open scheduling time frame.

Editing a Self Scheduled Shift

Employees can change the activity code of pending shifts.

Deleting a Self Scheduled Shift

Employees can delete pending shifts.

Trading a Schedule

Employees are able to trade one of their shifts with a shift of an equally qualified employee.

Offering a Shift

Employees are able to offer shifts they do not want to work to other employees.

Accepting an Offered Shift

Employees can pick up shifts offered by other employees.

 

Note  

For more information on the screen set up required for the self-scheduling feature, see Feature Configuration > Self Scheduling.