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. The process ends when the last time window expires or when an administrator closes the process manually before the time expiration. Employees receive a workmail message when a Self-Scheduling process opens and can then access the Self-Scheduling process.

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 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.