Selecting Self-Scheduling shifts

You can select available shifts from the Self-Scheduling screen to add them to your schedule. You should open at least one self-scheduling process to access the Self-Scheduling screen.

  1. If there is more than one Self-Scheduling process open, select the correct process using one of these methods:
    • In desktop view, select the process from the Processes drop-down.
    • In smartphone view, click Settings. Select the process from the Process Selection drop-down and click Okay.
    Note: Selecting a different process clears unsubmitted shifts selected from the current process. Ensure that you submit any selected shifts before selecting a different process.
  2. Select a date in the calendar that has available shifts.
    Dates with available shifts are marked with a triangle. When you select a date, the Available Shifts popup lists the shifts that are available on that date.
    Note: If default shifts have been configured for you, you can select your default shifts.

    See Default shifts.

  3. A Home indicator is shown on each card. This indicator means that the shift they are picking is a Home Team shift. The Home team indicator is only displayed when the team is the employee's Home or Alternate Home Team.
  4. Select the shift that you want to add to your schedule.
    The shift label for the selected shift is displayed in the calendar.
  5. Select additional shifts 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. If only warning rules are violated, then the schedule is submitted, and a warning message is displayed.
  7. 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.