Employees can post shifts to Shift Billboard

Shift Billboard groups can be configured to allow employees to post their assigned shifts to the Shift Billboard. Employees can post eligible shifts to the billboard in the mobility app on a smartphone or tablet. The shift may then be claimed by other employees that want to work the shift. Employees are responsible for working shifts that they have posted to billboard until the shift is successfully claimed.

Employees may post shifts to the billboard that have been scheduled using either the MVS or LFSO modules. A time window when employees may post future shifts to the billboard is configured in the registry. Job scheduler tasks determine when to remove posted shifts from the billboard when the shift is about to start or because of schedule compliance errors caused by schedule changes after the shift was posted.

Note: Time and Attendance shifts cannot be posted to the Shift Billboard.

Validations for Shift Billboard enable employees to have more control over their schedules while enforcing schedule compliance rules and corporate policies. In addition to basic validations that determine if an action is valid, Shift Billboard requests must complete a workflow that defines additional validations or approvals required to complete the action. Workflows must be completed for all Shift Billboard actions, including for shifts posted by managers in ASV or the LFSO Schedule screen. Shift posting, shift claiming, and posting withdrawal actions each have separate workflows. Default workflows are provided for out-of-the-box functionality, or customers can design custom workflows according to their own requirements.

See these documents for more information:

  • The Infor Workforce Management Shift Billboard Implementation Guide describes the required configuration for implementing the Shift Billboard.
  • The Infor Workforce Management Mobility User Guide describes how users can post shifts in the mobility app.

Information for customers upgrading Shift Billboard

This section describes changes in functionality that customers should be aware of when upgrading to Release 7.0.0. All billboard actions must now complete a workflow. In the default workflows, employee shift post or claim requests that would introduce schedule compliance warnings into the schedule require approval from a team supervisor. When an approval decision is required, a workmail message is sent to the supervisor. The supervisor can approve or reject the request directly in the message in mobility, ETM, or the desktop application. Additional workmail notifications are sent to employees when shift post or claim requests are approved or rejected and when shift posts are expired by the system.

Existing billboard groups are retained after the upgrade. Two check boxes have been added to the billboard group configuration to enable manager posting and employee posting. After the upgrade, existing billboard groups will have manager posting enabled and employee posting disabled. Customers can enable employee posting for a billboard group by enabling the Employee Can Post check box in the Billboard Group maintenance form.

Customers must add the Workflow task and the Reject Expired Posting task to the job scheduler. Customers who intend to allow employees to post shifts must also add the Reject Compliance Violated Posting task. We recommend existing users of Shift Billboard review the documentation to determine how they can benefit from the new features.

Changes when using schedule compliance with Shift Billboard

The default workflows require approval from an employee's team supervisor when a shift post or claim request would introduce schedule compliance warnings to the schedule. When using the default workflows, customers should note these updates to how Shift Billboard works with schedule compliance:

  • When employees claim MVS shifts from the billboard that would add schedule compliance warnings to the schedule, the claim request must be approved by the team supervisor before the shift is assigned to the claiming employee. In previous releases, the claim did not require approval.
  • Employees can now claim LFSO shifts from the billboard that would add schedule compliance warnings to the schedule. The claim request must be approved by the team supervisor. In previous releases, these shifts were not claim-able.
  • The Shift Billboard respects schedule compliance rules that allow employee self-approval. When a shift posting or claiming request violates a rule that employees can self-approve, the request is approved automatically without requiring approval by the team supervisor.