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Tania Donaldson

  • Total activity 112
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Activity overview

Latest activity by Tania Donaldson
  • Tania Donaldson created an article,

    How do I Swap Shift(s)?

    Note: You will only have the option to swap shifts if your manager/admin has requested that you do so through the platform.  This article will show you: How to Offer up a shift to Swap  How to Rev...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How/where do I view swapped shifts?

    If you have enabled shift swap for your team members you will view shifts with the "Swapped" status throughout the platform when a shift swap has taken place. You may view shifts with the swapped s...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How do I create/edit Shift Swap Details?

    Please contact your Customer Success Manager (CSM) if you are interested in allowing your team members to swap shifts.  Note: To create/ edit shift swap details this feature must be turned on. Turn...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How do I invite a team member?

    Invite team members to download the app so that they can start picking up shifts! To download a PDF copy of these steps click the link below.

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How do I create a dynamic group?

    Dynamic groups allow you to create group(s) based on set criteria, the group(s) you create will dynamically review your team members based on the criteria you set and adjust group membership accord...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How do I locate and review the legend?

    The legend assists in identifying what each of the shifts and time-off looks like on the schedule and across the platform. Viewing the Legend 1. Begin by navigating to the schedule 2. Then click o...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How do I submit my availability?

    Note: You will only have the option to submit your availability if your manager/admin has requested that you do so through the platform.  How to submit Availability 1. If your availability has been...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How do I invite a group of team members?

    Add your team members so they can start picking up your shifts on the platform! To download a PDF copy of these steps click the link below.

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How do I customize my pay period?

    Note: Please contact your CSM if you are interested in customizing your pay period (e.g., I want my scheduling period to begin on Mondays and set my overtime limits to 40 hours per week). Customizi...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Tania Donaldson created an article,

    How do I Continue Call Out if I have Manual Approval Engaged?

    This article only applies to customers who have created groups and adjusted the shift distribution rules to prevent team members from accessing a call out shift unless manually triggered. To access...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes