Staffing and admin guide
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Creating and managing events
Shift planning tool
12 min
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' navigating the page filter the view 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 stations creating a new station 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 'save' editing a station select the ' ' is the upper right hand corner of the station name click 'edit station' here staffers can change name, address, and station lever requirements remove a station select the ' ' is the upper right hand corner of the station name click 'remove station' read the warning pop up click ‘confirm’ apparatuses put apparatus on reserve select ' ' in the upper right hand corner of the apparatus click 'put on reserve' read the pop up warning select 'confirm' create an apparatus select ' ' in the upper right hand corner of the station click 'add apparatus' enter name, if for shift lead, and any apparatus level requirements click 'save' add position to apparatus select ' ' in the upper right hand corner of the apparatus click 'add position' 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 select 'advance settings' 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 select 'save' add extra person 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 move an apparatus select ' ' in the upper right hand corner of the station click 'move apparatus' using the drop down, select the station to move the apparatus to click 'save' delete an apparatus select ' ' in the upper right hand corner of the apparatus click 'remove apparatus' read the pop up warning select 'confirm' edit or remove positions on apparatus