Self-Scheduling processes and groups
The administrator sets up Self-Scheduling windows and Self-Scheduling groups to control when employees can access the Self- Scheduling and pick shifts for themselves.
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. These Self-Scheduling groups are assigned to Self-Scheduling processes.
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 and ends when the last time window expires or when an administrator manually closes it. Employees receive a workmail message when a Self-Scheduling process opens and can then access the process to select shifts.
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 while the process is paused; they must wait for the administrator to resume it.
However, if the configuration key SELF_SCHEDULING_PAUSE_EDIT is enabled, administrators and schedulers can perform limited actions on locked shifts during the paused state. These actions include assigning or unassigning shifts and managing associated skills. All other shift actions remain disabled. This functionality is available only in detail mode and does not affect the count of available shifts.
After a process is completed and closed, employees can no longer access the Self-Scheduling process 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.