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Staff User Overview: A Quick Start Guide

This tutorial helps guide admins and staff on how to see all your shifts, claim open ones, and coordinate with colleagues.

James Moore avatar
Written by James Moore
Updated this week

Please Note: Our platform is continuously evolving, with new features and improvements being added regularly. While the core functionality and overall direction of the staff user experience will remain consistent, you might notice occasional minor changes to button placements or visual elements as we strive to enhance your experience.
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When you log in, you'll see a redesigned home screen with immediate access to important features:

  • Staff Members List: Quickly view other staff members.

  • Request History: See a record of your past time off and availability requests.

  • New Request: Easily submit a new time off or a reoccurring availability request.


Understanding Your Schedule

The core of the new experience is your personalized schedule, prominently displayed on the home screen.

  • Upcoming Shifts at a Glance: Scroll through to see your next shifts, clearly showing dates and times.

  • Time Off and Availability Blocks: Any approved time off or availability blocks you've set will also appear here, providing a complete view of your commitments.

  • Location and Sub-Location Details: Shifts now include location and even sub-location information (e.g., "Park - Field 1"). This ensures you know exactly where to report for your shift.

  • See Who You're Working With: Directly on the shift bubble, you'll see the names and pictures of colleagues working the same shift. This makes it easy to know your team.

  • Detailed Coworker Information:

    • Click into a shift's details to see who else is working at the same time in a different spot.

    • You can also see who is on the next shift, which is helpful if you need to coordinate handovers or know who to look for.


Claiming Open Shifts

Looking to pick up extra hours? The system makes it simple to find and claim open shifts that fit your qualifications.

  • Toggle "Show open shifts": Turn on the "Show open shifts" toggle. This will seamlessly integrate available open shifts directly into your personal schedule view.

  • Qualified Shifts Only: The system intelligently filters open shifts, ensuring you only see ones you're qualified for. This means:

    • You won't see shifts that conflict with your existing schedule.

    • You won't see shifts that you're not eligible to work (e.g., due to age restrictions).

  • Claiming an Open Shift:

    • Tap on an open shift to view its details, including who else is working on that shift and the next one.

    • Simply tap the "Claim Shift" button to request it.

  • Responding to Drop Requests: If a colleague requests to drop a shift, it will appear in your open shifts list, clearly indicating who is looking for a replacement. You can then request to claim it.


The "Everyone" Tab: A Unified View of All Schedules

The new "Everyone" tab is a significant improvement, offering a centralized view of all shifts across all the schedules you are a part of.

  • All Your Schedules in One Place: No more jumping between different schedules! This feature pulls all your shifts into a single, unified list.

  • Coordinate with Others: This is particularly useful if you want to see when friends or specific colleagues are working across different schedules, allowing you to plan your open shift pickups more effectively.

We're excited about these updates and believe they'll make managing your work schedule smoother and more efficient. We'd love to hear your feedback as you explore the new experience!

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