Shift details is a page that includes detailed information for staff about their own upcoming shifts and any available shifts. To view shift details for your own shifts, go to Shifts > My Shifts > and then select Details. You can also access other staff members' shift details under Manage Shift Schedule when you right-click and select Shift History.
Shift Information
This page includes many details about upcoming shifts, including:
- Date - The date the shift will take place
- Time - The time the shift will take place
- Venue - The Venue the shift will take place at
- Event - Any event that is going on at the venue that day
- Skills - The Skill the staff member has been assigned
- Rate - The rate the staff member is being paid
- Arrival details - (This might include information pertaining to company rules regarding shift arrival times, including when and where to arrive, whether staff need to arrive earlier than the shift start times and information on where to store personal belongings).
Colleagues
Other details include who you will work with in a shift. You will only be able to see colleagues if you have enabled this permission under System > Levels & Permissions > Manage Permissions. If you want a staff member to be able to view their colleagues, you will have to give them access via the View my Colleagues on Shift permission.
Depending on whether this setting is enabled, you can also see the squads they are part of.
Display Leadership Team for a shift
In addition to being able to view colleagues, you can also set up whether you want to separate out your view so that the leadership team for the shift appears separately at the top of the page.
To do this you will need to go in to Skill Settings (Staff > Staff Settings > Skills) for each Skill that is part of your leadership team and edit the Skill you wish to make changes to. Then, under the General Settings tab, scroll down to the Visibility to others section and under Colleagues.
The first two options can be used for general staff skills and require you to set whether you want other staff to be able to view this skill if they are from the same Venue or share the same Primary Venue Group.
The last two options allow you to set up a skill as a leadership position, and again you can choose whether this will be shown as to only staff working at the same venue or to staff who share a primary venue group. The second option allows staff assigned to different venues (but who share a primary venue group) to still be shown the leadership team for the whole of the Primary Venue Group as either colleagues or as leadership for the shift.
If you have selected to show a Skill as a Leadership Skill, anyone with this skill will then appear at the top of the Shift Details page to anyone working that shift, if they are working in the same venue (or if selected, the same primary venue group).
Shift History & Attendance Notes
From this page, you can add any relevant notes about attendance. Additionally, you can see any changes that have been made to this page under Shift History. This can include things like if the shift had been given to someone else, if there were changes made to shift times or if there were any tasks added to the shift.
Exchanging Shifts
There is also the option here to exchange shifts with someone else. Exchanging shifts allows you to swap shifts simultaneously with another staff member. This is important for staff who are on strict hour-limited contracts, as they will not be able to take a shift first before giving another away (as they would go over their limit, and this is automatically blocked).
It is important to note that a staff member will only be able to swap shifts if the shift has not been locked and/or there are other staff members with the same skill available to work, and they choose to accept the swap.
When you select the exchange shifts option, staff will see a list that shows who can work that shift and whether those staff can receive the shift.
Once a staff member has selected the colleague with whom they would like to exchange shifts, they will be shown that staff member's shifts, which they can take in return. The selected colleague will get final approval before the shift exchange is confirmed.
When approved, the swap is made instantly and simultaneously.
Staff members are also able to swap their shifts for longer or more coveted shifts. To do this, under My Shifts, hover over the options and choose the Exchange With option here or on the shift details page.
Available Shift Details
From this page, you can directly offer to work a shift or let the system know you are not interested in it. This will only come up if there are no staff currently assigned (i.e., an extra/offered shift). This option will appear if you have come from the Shifts > Available Shifts page. This option is also available on the StaffSavvy app.
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