Self-scheduling processes and groups

The administrator sets up self-scheduling windows and self-scheduling groups to control when employees can access the RTSS.

A self-scheduling process is a date/time range when employee groups can access the RTSS to select from a set of available work shifts. A set of shifts can be assigned to one or more self-scheduling processes, and multiple self-scheduling processes can overlap.

A self-scheduling group is a collection of employees who can assign themselves to work shifts during a common self-scheduling process. Individual employees or entire teams are assigned to self-scheduling groups by the administrator, and then these self-scheduling groups are assigned to self-scheduling processes.

Multiple self-scheduling groups can be assigned to a single self-scheduling process. Groups can include members from various units (for example, sister units) or teams if required. Employees must be assigned to a self-scheduling group to access the RTSS.

Self-scheduling processes

A self-scheduling process occurs when a set of shifts becomes available for self-scheduling. The process starts when the first time window begins. The process ends when the last time window expires or when an administrator closes the process manually before the expiry time. Employees receive a Workmail message when a self-scheduling process opens, and can then access the RTSS.

When a self-scheduling process is in progress, the administrator can pause the process to edit process-related details. Employees cannot assign themselves to shifts when the process is paused; they must wait for the administrator to resume the process before they can select shifts again.

After a process is completed and closed, employees can no longer access the RTSS to select shifts. The administrator can then save and reuse the process details to set up multiple automated self-scheduling processes in advance or delete the process details.