Support and FAQArchives
Understanding Availability in Shift Agent
Setting 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 […]
Communicating Your 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 […]
Availability Levels and Colors
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. […]
Set an Availability Policy
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, Shift Agent 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 limit […]
Campaigns to Update 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 […]
Availability Instructions for Employees
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 Anaylsis
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 Status types
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 […]
Responding to Availability Requests
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 […]
Why should I update My 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 […]
Examples of Employee 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 […]