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Schedule and Shift Pattern Page

Client Portal, Schedule, Shift, Pattern

Updated over 9 months ago

Schedule Page

On the schedule page, the numbers in fractions show positions filled and total positions. For example, ½ means 1 position filled out of 2 total positions. Different colours on the schedule indicate shift statuses.

Pink colour represents empty and open shifts. Shifts in green colour mean that all positions are filled. You can identify an unpublished shift on the event page with a dotted border.

For a quick view of the shifts, hover over a shift and click the view icon.

Shift Filter

Event shifts can be filtered with both sites and positions. Clients can view shifts by day, week, or month. Depending on the permission, clients can add shifts and patterns as well as edit them.

Add New Shift

To add a new shift, click on a date box in the calendar. A dialogue box will appear.

Insert business unit, position, bill rate, time range, and notes if any.

Select the type of shift. Whether you want the agency to fill staff or is it an open shift?

Once done, click on Save.

Agency To Fill Staff: If selected, the Agency will fill staff on your behalf.

Open Shift: Anyone can apply to this shift.

Shift Pattern Page

To access the shift pattern page, hover over Schedule from the main menu and click Pattern.

The shift pattern page allows you to view, add, and edit existing patterns. You can search patterns by name, contact, or site. You can also define a date range. Click the Actions button to Edit or Delete the existing Pattern.

Add New Pattern

To add a new pattern, click Create New Pattern and follow the procedure. We have written a detailed article about How to add a pattern. The form you see on your computer screens might be slightly different, but the procedure is the same.

Pattern Filter

If you have many patterns, don’t worry, the search filter makes it easy to find the pattern. You can search patterns by name, contact, or site. You can also define a date range.

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