Tools

Use the Tools pages to input and output data to use in a schedule. In addition, use Tools pages to use the Swap Board, Bid Boards, and replace empty shifts or employees with other employees.

• Pending - indicates a shift is claimed, but requires manager approval. Pending does not display if approval is not required.
  Note: This setting is enabled in Locations > Settings > Employee under Swap Board Enabled.

• Posted - indicates an employee posted a shift to the Swap Board.

• Empty - indicates a shift is automatically posted to the Swap Board because it is empty.

• Bid Boards - fills empty shifts in your schedules. When shifts are placed on the Bid Board, multiple employees can bid on them and you can select criteria to Auto Fill the bids or manually assign them. This page is currently under development.

• Replace Employee - supports replacing one employee with another employee for one day or a date range.

Shifts I/O

1. Select Schedules > Tools > Shift I/O.
   Example:
   

2. Select the Schedule you would like to work with.

3. Select the Data Format.
   Example:
   

4. Paste data from a spreadsheet to the text box.

5. Select Import.

Swap Board

1. Select Schedules > Tools > Swap Board.
   Example:
   

2. Select the display.
   Example:
   

3. Select the dates you want to view, either a date or a range.

Replace Employee

1. Select Schedules > Tools > Replace Employee.
   Example:
   

2. Use the drop-down list for Replace and select either Empty or an employee name.

3. Use the drop-down list for With and select either Empty or an employee name.

4. Select the Dates for the Replace Employee to begin. Only one date for starting the replacement is necessary.

5. Select Preview.
   Replacement window displays a list of shifts that the replacement covers. Check boxes next to the Shifts that have conflicts are empty

6. Clear the check boxes of the shifts you do not want to replace.

7. (Optional) Type a note to display with the shifts being replaced.

8. Select Replace.