Skip to content

Lists

Select Lists

Use the Select Lists link under the Lists tab to create lists of reasons that document why actions occur. Once you set up lists here, you can select reasons on other pages. In addition, add shift notes to document why shift changes occur.

Create the following list types:

  • Swap Reasons

  • Reassign Reasons

  • Cancel Reasons

  • Time Reasons

  • Shift Notes

Note: You cannot edit a reason or note, but you can delete it and enter a new one.

Adding a Reason or Shift Note:

  1. Select Organization from the main menu.

  2. Select Lists > Select Lists.

  3. Select the type of reason you would like to add.

Add Reason

  1. Type the Name.

  2. Select Add.
    A list of reason displays.

Deleting a Reason or Shift Note:

  1. Select Organization from the main menu.

  2. Select Lists > Select Lists.

  3. Select the type of reason or shift note you would like to delete.

  4. Select x Delete.
    Pop-up window prompts: Delete Item?

  5. Select OK.

List Reasons Uses

Reason
Type

Where Used

Required to be Used if Created

Results

Swap Reasons

Employee use swap reasons  when placing a shift on the Swap Board

Yes

Reason is required when employee is posting a shift to Swap Board.

Reason is visible in individual Shift History on the Edit pop-up in the Schedule section. While it is not visible on the summary tab for Shift audit trail history, it is visible on the Swap Board.

Does not show in Employee portal on the Swap Board.

In Reports, the reason is retained only if the shift is actually swapped.

Reassign Reasons

Schedulers use reassign reasons when they reassign a shift to a different employee

No

Is used by Scheduler when manually reassigning a shift to a different employee to show why it was reassigned.

If used, is part of the History audit trail on the individual shift.

Is also able to be viewed and filtered on in Reports > Designs.

Cancel Reasons

Schedulers use cancel reasons when they inactivate a shift

Yes

Shift displays as grayed out (Inactive) on Schedule in Location and Employee portals

Audit history (Edit shift/Status tab) shows timestamp & user of all inactive and reactivated actions.

Shift can be enable/reactivate at any time (Edit Shift/Status tab).

Reports: Column “inactive code” shows 1=inactive/cancelled or 0=active shift.

Time Reasons

Employees use time reasons when they clock in late

Yes

Reason is required when the employee clocks in late.