9.4 Shift Board: Set up your Shift Board

Updated May 08, 2020

Log into the platform and navigate to the Site (Client) for which you would like to activate the Shift Board.

Follow this path to activate the feature: Sites (Client) > Select Site > Schedules > Prepare.

You can also click the Prepare Schedule button from the overview tab of the site.

Then, click on the Settings button and make sure the option to “Allow Shift Board Self-Schedule” is set to yes. 

This option allows you to activate the Shift Board for your company but still gives you the possibility to use it or block it at specific sites if you so desire.

  1. Ensure the slider is set to Schedule. Note: You should not post template shifts to the shift board. Users will not be able to select them and work.
  2. Click the Settings button.
  3. Set the Allow Shift Board Self-Schedule option to Yes.
Previous Article 9.3 Shift Board: Activate your Shift Board
Next Article 9.5 Shift Board: Post Vacant Shifts to the Shift Board

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