Employee Portal Workflow

The Employee portal makes it easy to keep track of your schedule and make adjustments when necessary. The Employee portal workflow includes the following tasks.

• Review the Calendar window and make note of the shifts you are scheduled to work. Go to the Calendar Section Overview.
  Note: Settings provides a list of your deployments and scheduling information. Go to Settings Section Overview.

• Approve all shifts (if required) to indicate that you know when you are scheduled to work. Go to Approving All Shifts.

• Place shifts you cannot work on the swapboard. Go to Placing a Shift on the SwapBoard. In case your schedule changes and you can work the shift after all, go to Reclaiming Your Swapped Shift.

• Ensure your personal information is current and contains required and necessary contact information. Go to Editing Information.

• Ensure your preferences are helpful for keeping you on track. Go to Editing Preferences. This includes designating your Home Page.

• Ensure your availability reflects the times you can work. In some organizations, schedulers enter this information. In other organizations, employees enter this information. Still other organizations do a combination of both, i.e., a university might allow employees to enter availability at the beginning of a semester, but have schedulers make changes once the initial schedule is set. Go to Adding a Template.

• Ensure your notifications let you know when swapped shifts are available to claim. Go to Reviewing and Adding Notifications.

• Claim shifts posted to the swapboard as your schedule permits. Go to Claiming a Shift.

• Enter leave requests and submit them for approval. Go to Adding a Leave Request and Viewing a Leave Request.

• Review a complete schedule and contact information of coworkers. Go to Displaying Coworkers Contact Info and Displaying All Schedule Info.

• Review the status of your leave requests and view the leave information of all employees. Go to Viewing a Leave Request and Listing All Leave.