The shift planning tool allows staffers to create and edit the default roster for both shift and non-shift employees. Located at the top of the screen, users can locate the shift template editor by clicking on the following icon:

All changes made in the Shift Planning Tool, excluding changes to set staffing pattern, will not go into affect unless published. 

Staffers can publish at any point by selecting publish in the top right hand corner. Or, staffers can choose to discard all changes by selecting 'Discard'.

Select the 'Battalion' drop down menu and select the desired battalion to view and edit. 

To filter by shift, use the 'All Teams' dropdown menu to display only specific shifts.

By default, the view displays all teams on a single page. Each employee card features a colored bar on the left, which corresponds to the color assigned to their shift pattern—visually indicating the shift each employee belongs to.

If staffers accidentally navigate to the staffing view while browsing, they can return to the original view by clicking the icon shown below.

Select '+ Add Station' in the lower right hand corner

Note: This can only be done from the default view and not the staffing view.

Enter station name, address, and any station level requirements.

Station level requirements are included in staffing stats on the roster. If the requirements are not met a red '!' will appear indicating certain requirements have not been met. 

Select the '...' is the upper right hand corner of the station name. 

Here staffers can change: Name, address, and station lever requirements. 

Select the '...' is the upper right hand corner of the station name.

Creating/Managing Stations

Select '....' in the upper right hand corner of the apparatus

Select '....' in the upper right hand corner of the station

Enter Name, if for shift lead, and any apparatus level requirements

Select any rank and certification requirements for employees to fill the position

Leaving the rank blank will exclude this position from being included in the Hiring Engine.

Staffers can create non-shift positions by toggling 'Full Shift' to 'Partial Duration'

Custom start and end times can then be entered

'Ignore vacancy notifications for this position'

When toggled on, this position will not be included in the vacancy count on the Dashboard

'Disable shift trading for this position'

When toggled on, this position will not be eligible for employees to request shift trades

This will bring the staffer to the staffing view where they can then staff in the 'Excess Capacity' slot. These are positions that go beyond the usual staffing for the apparatus. 

Using the drop down, select the station to move the apparatus to

Manage Apparatus

Shift planning tool

Roster editor

Creating and managing events

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