Availability Anaylsis

This entry is part 7 of 11 in the series Availability

Shift Agent allows you to analyze the employee availability of your store.  When you run an availability campaign, this can be useful for seeing how the changes are affecting your store. Review:  What do the availability colors mean? Things you can do with Availability Analysis: View/Add/Update everyone’s availability. See the collective and individual employee availability for any day […]

Availability Instructions for Employees

This entry is part 6 of 11 in the series Availability

Currently, you must be on a tablet or computer to update your availability. You cannot update your availability from a mobile phone. Learn more about how to communicate your availability. 1.  Navigate to your profile. 2.  Click the Change Availability button in the upper right corner. 3.  See the status of the campaign and the […]

Availability Levels and Colors

This entry is part 3 of 11 in the series Availability

Availability by Color Shift Agent uses three colors to represent the three kinds of availability.  We want to assist you in communicating your availability to your manager to help meet the needs of the store and to help you work when you want most often. By default, you are listed as available for the whole week. […]

Availability Status types

This entry is part 8 of 11 in the series Availability

Availability sets each have a status, depending on where that set is in the process when there is a request for updating availability.  Shift Agent creates a workflow to minimize your involvement from beginning to end. When there is a current availability being used by the system that is set to be replaced on a date […]

Campaigns to Update Availability

This entry is part 5 of 11 in the series Availability

An availability update campaign is used to ask Employees to update their own availability online, and allow you to approve all changes. To run your first campaign:  You can click on the Availability button on the main menu on the right.   Simply click on the Create Availability Campaign button and follow instructions! When you run […]

Cancel a Day Off

This entry is part 7 of 11 in the series Days Off

As an employee, you can cancel a day off request, even if it has been approved.  You can effectively make yourself available again. Managers do not cancel days off requests for their employees, but they can remove them. First, check the status of the request.  If you decide that you no longer want the day off, […]

Communicating Your Availability

This entry is part 2 of 11 in the series Availability

The goal of setting your availability is: To ensure that the needs of the store are met To make sure you work when you want as often as possible How to best support the needs of the store: Be flexible.  Offer more hours of availability. Set your preferred availability higher than your number of desired hours. How to […]

Entering Availability

This entry is part 12 of 16 in the series Getting Started

Each employee has availability settings for each day of the week.  This is their regular availability.  An availability set is comprised of the settings for all seven days of the week. To set the availability for an employee, you have a couple of options. Set the availability for the employee yourself. Have the employee fill […]

Examples of Employee Availability

This entry is part 11 of 11 in the series Availability

Availability example: * Let’s say that you desire to work 30 hours a week: Suggestion: Select a range of 30-50+ hours of preferred availability for the week. The more preferred availability, the more often you will be seen as desiring to work. Ask your manager which days are harder to schedule. Make some of your preferred availability on […]

Extended Time Off (days off vs. inactive)

This entry is part 9 of 11 in the series Days Off

When to use Days Off vs. Availability   Days Off is a function that is used primarily for time limited periods of time when the employee isn’t working. (vacation, out of town, emergency, family reunion, etc.) Availability settings also effect when a person is scheduled.  For example, you probably don’t want to make a habit […]

How to Adjust Shift Recommendations

This entry is part 1 of 1 in the series Operations Blueprint

Shift Agent uses a number of factors to give managers appropriate recommendations to fill each shift in the ideal way.  The goal is to have the right person scheduled for each shift in your operations blueprint.  There are a couple of settings in the employee profile that affect the order in which Shift Agent displays […]

Responding to Availability Requests

This entry is part 9 of 11 in the series Availability

As a manager, you will have requests from employees to update their availability. When employees request to change their availability, or when you run an availability campaign, you will need to manage those requests.  You access this from the Availability button on the right main menu, and by tapping the Manage Availability Requests button. When a […]

Set an Availability Policy

This entry is part 4 of 11 in the series Availability

You can set an availability policy to help set the right level of flexibility and communication surrounding the issue of availability changes for your team. By default, the system allows team members to request availability changes at any time.  Typically, this works well, but there are cases where it may be important for you to […]

Setting Availability

This entry is part 1 of 11 in the series Availability

Each employee has availability settings for each day of the week.  This is their regular availability. Shift Agent uses the regular availability of employees in cooperation with their target hours to recommend employees for each shift you build on the schedule.  An availability set is a unit that includes the settings for all seven days of […]

Why should I update My Availability?

This entry is part 10 of 11 in the series Availability

You may have received a message like this on your mobile device: This message on your device is the result of a manager requesting for you to make an availability update. For now, you can’t update your availability on your mobile device. Take a minute to learn best practices for availability. Login on the website […]