The ShiftPlanning team has a strong focus on our philosophy that workforce management software should be easy to use. With that in mind, our engineering team has been hard at work making changes to the platform and offering a major release as a result in July. Since then, the team has worked with our clients to make sure that the newest version met their needs. Now all key functionality from the ‘old scheduler’ can be found in the ShiftPlanning application:
- Schedule Import:
Importing an offline schedule into ShiftPlanning is the easiest/fastest way to bring in employees, schedules, and shift times all at once. The schedule importer is now a part of the new version and can still be found under the gear-shaped action icon.
- In-Line Shift Requests:
We’ve recently made requests more easy to find and manage with the addition of the ‘requests’ tab. Now, users can also approve or reject requests from within the ‘shift edit’ window directly in the ‘schedule’ tab. Shift requests can be found in the “who’s working” area.
Schedule filters are an easy way to quickly zone in on specific shifts within the timeline. Schedule filters are found by clicking “add filter” in the schedule tab. This will bring up a new side bar which will allow for filters to be selected.
Schedules can now be filtered based on shift completion, locations, and employees. Shift Notes and Titles are also searchable allowing for managers to hone in on the view that they need.
Additional filters have been added to the menu including the ability to channel unpublished shifts and those with open shift and trade requests.
- Schedule Overview:
In addition to the filters described above, users can also find a new sidebar for the “schedule overview” section of the schedule tab. In the “schedule overview” bar, users can easily change the timeline via the calendar along with select positions for the view along with find the vacation calendar.
If you were still primarily using the ‘old scheduler’ and need training or support on the newer aspects of the application, please don’t hesitate to contact us!