Selecting self-scheduling shifts

You can select available shifts from the Self Scheduling screen to add them to your schedule. At least one self-scheduling process must be open for you to access the Self Scheduling screen.

  1. Select Self Scheduling from the application menu or header menu.
  2. If there is more than one self-scheduling process open for you, then select the process that you would like to use to create your schedule using one of these methods:
    • In desktop view, select the process from the Processes drop-down.
    • In smartphone view, tap Settings. Select the process from the Process Selection drop-down, and then tap Okay.
    Note: Selecting a different process clears any un-submitted shifts selected from the currently selected process. Ensure that you submit any selected shifts before selecting a different process.
  3. Click a date in the calendar.
    The Available Shifts pop-up is displayed and lists the shifts that are available on that date. Shifts are not displayed if they overlap other shifts you have selected or existing shifts in your schedule. Shifts are also not displayed if selecting them would cause errors due to schedule compliance or self-scheduling rules set up by your organization.
  4. Click the shift that you would like to add to your schedule.
    The shift label for the selected shift is displayed in the calendar.
  5. Select additional shifts as required to create your schedule.
  6. When you are finished selecting shifts, click Submit.
    If the selected schedule violates any scheduling rules, then a message is displayed.
  7. If only warning rules are violated, then the schedule is submitted, and a warning message is displayed. Click Okay. If error rules are violated, then the schedule cannot be submitted, and an error message is displayed. Click Okay, update the schedule to correct the errors, and then resubmit the schedule.
The selected schedule is submitted. You are expected to work the selected shifts, and any shifts that you have selected cannot be selected by other employees. Until the self-scheduling process closes, you may select additional shifts or remove selected shifts from the schedule.