How to Add Open Shifts

How to Add Open Shifts to the Shift Planner

The EasyScheduling advanced license is required.

What are Open Shifts?

Open Shifts are scheduled shifts with a set number of slots where eligible employees can elect to fill the slots. Managers can approve/deny Open Shift requests or manually assign employees to the Open Shift. The system can also automatically select individuals based on qualification.

Navigation:

1. Go to the EasyScheduling Product Area

2. Select Shift Planner from the Left Nav

3. Drag and drop a Shift Template or click the “+” symbol to add a new open shift

Configuration:

4. Enter the necessary information

Setting	Description
Start Time	The starting date and time of the shift.
End Time	The ending date and time of the shift.
Est. Break (min.)	The estimated break of the shift. The break time entered is only used for “Planned” hours totals accuracy in the Scheduler. Entering a break time will not deduct the break automatically from the hours worked on the timecards.
Color	Display color of the Shift on the Scheduler
Is Critical	Marks shift as "Critical" for classification and workflow decisions.
Criteria	The options displayed here are based on the Schedule Criteria assigned to the related Schedule Plan. e.g. Location, Department
"Worker's need"	Workers needed
Job Selector	Select a Job to be assigned to the shift. * Enable Job Selection must be enabled in the related Schedule Plan.
Notes	Notes are displayed in the Shift details and in the alert sent to employees.

5. Click Save to create the Open Shift

You will see the open shift appear on the schedule for the selected date(s)

6. Click and select Publish

7. Select the Open Shifts you want to publish and click Publish

Once published, the schedule box color will change to solid