Creating a Shift in Schedule board

  1. Overview
  2. Schedule Board
  3. Creating a Shift in Schedule board

Overview

Now that you understand how Scheduler board views and filters work, you can begin adding shifts to the Schedule Board. 

In this article, we'll walk you through how this is done 

Adding Shift

Go to Recruitment from the sidebar and click on the Schedule Board to begin the shift creation process.

Note : 
           1. To View the Schedule Board Page You will need to have Permission : Rota > Shift >> View : Yes
           2. To Create a new shift you will need to have Permission : Rota > Shift >> Create : Yes
           3. To be able to Select Participant need to have Permission : Rota > Shift >> Select_participant : Yes
           4. To be able to Allocate employee need to have Permission : Rota > Shift >> Allocate_employee :                    Yes

Clicking on the Schedule Board takes you to the Schedule page , where shift can be viewed ,managed and allocated. 
Notice the + Button on the top right side of your screen. Clicking it opens up a form where you can select Date, Participant, Service Fund, Time, Employee.
First, Click on a date field. Select the desired date from the calendar picker. Then Click on the participant field, a dropdown list of available participant will appear. Then select the participant you want to Create Shift for.
Each participant has a circular color indicator next to their profile, representing their remaining funding percentage.
  1. Green (50% - 100%) – Sufficient funding available. 
  2. Yellow (20% - 49.99%) – Moderate funding remaining.
  3.  Red (0% - 19.99%) – Low or nearly exhausted funds.

Once, you select the participant then you need to assign a service fund. Click on the Service .This will open a dropdown list of available funding sources. Select the fund that aligns with the shift requirements and the participant’s needs. 

Once the participant and service fund are selected, the next step is to define the shift details, including the start time, end time, travel distance, and employee assignment.

 

Note : Once all details are entered, you can Click on Submit to finalize the shift assignment. 
 
 
Last updated April 11, 2025
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