Every month, we show you which new FAQ’s have been posted to our Help section. Keep the questions coming to firstname.lastname@example.org!
Can I send shifts by text to my workers?
Yes you can! We offer a premium sms texting option that will allow you to send shifts available for pick up by text. Using this feature, you can create a shift and send that shift by text to everyone in the team. Anyone who replies back with a code will be automatically assigned that shift.
If you’d like to sign up for our premium sms service, please contact us at email@example.com.
How can I edit the message members receive after they register?
To edit the message that people see after they have completed their registration go to Settings> General Settings> Templates. Make your edits in the box that says “Registration Complete Thank You Message.” You can edit other messages that appear on your site.
Can managers see the extended filter?
Currently, the extended filter is only accessible to site admins. The extended filter will allow site admins to search for any of the custom profile information in the profile tab. This information can be customized to only be visible to site admins, which is why managers wouldn’t have access to it normally.
Can I indicate the reason someone was a “No Show”?
Yes, you can mark the reason that someone was a “No Show” by enabling No Show with reasons. To do that go to Settings> General Settings> Application Settings> Schedules> Scroll down to Rules & Transactions. There is a dropdown labeled “No Show” Tools. Adjust the dropdown so that No Show with reason codes are enabled. Click Update Info.
If you click on the No Show Reason you can customize the reasons.
My member is clocked in to today’s shift but it also looks like they are clocked into expired Shifts. What’s going on?
If someone is clocked in for a shift and you click on expired shifts it will say clocked in. This is because the account is clocked in. Click who’s on to see when (date and time) that they clocked in.
How do I set someone as a site administrator?
Click Settings -> Click Site Administrators -> find & select the checkbox next to the correct name, scroll down and click “Site Administrator” and then click Set Member Levels.
Once done, this adds the individual as a site administrator.
Sharing Schedules: How can I allow team members to see (share) each other’s schedules ?
First you will have to ensure that you permit Shared View for your site by going to your Schedule Settings which can be found within Application Settings. Once there, the first option under ‘Viewing Options’ will permit Shared view to be enabled for your teams.
After this, you will need to change the teams “Shared View” setting. To do this click Teams -> Select the team you want to change to shared view -> click Team Settings. Once the setting has been changed, click Update Info.
Shared view to team members allows members on a team to see who else on that team is working and when. This permission can also be extended out to members of additional teams by selecting ‘Allow Shared View to members of additional Teams’ and then selecting which teams should have the ability to view this team’s shifts. To allow all members of the organization to see this team’s shifts, select ‘Allow Shared View to all members in the organization.
Once the settings have been adjusted appropriately all your members have to do to see their teammates schedule is switch into ‘Shared View’ via the pull down located above and to the right of the Calendar. Note that Shared View is a read only view and as such will not permit changes to the schedule such as assignments or other changes. If you need to make changes be sure that your Calendar is set to ‘Shift View’ and you should be good to go.
Can my members invite a friend?
Yes! You can allow them to invite a friend to register. To enable this, go to settings > general settings and in the New Web Registrations section, there is an option called “Restrict Sending Invitations.” Make sure this is set to No. Now your members will have the option to invite a friend using the invitation link at the bottom of the page.
You can also send out a link for this in any broadcast message. You’ll see when sending a broadcast message there are checkboxes at the top of the page. One of these is called “Invite-a-Friend.” Make sure this is checked when sending the message.
Can I adjust the amount of notifications I receive from Shiftboard?
Yes you can! Shiftboard allows you to control what notifications you receive from the system and how often you receive them.
To make this adjustment simply click on MyAccount on your Dashboard and from there to to the Notifications tab. In here you can adjust your Notification Settings as well as opting into receiving SMS/Texts from the system.
Message Delivery controls how you receive notifications from Shiftboard. The ‘Immediate’ option will provide you an individual email for each notification whereas ‘Daily’ or ‘Weekly’ will provide you a digest of notifications you would receive for the following time period. If you’re receiving too many notifications you may consider setting your Message Delivery option to ‘Daily’ or ‘Weekly’
If you have other questions or need assistance with something else be sure to click on the Feedback button on your Dashboard to get in touch!
How can I add people to teams?
There are a few ways to add people to teams. The Support Team can upload them for you. Just ask, we will send you the template. You can go into a person’s account and add team memberships (and determine the level). You can go into teams, click members, click add members and you will get a list of everyone who is eligible to join the team.