Every month, we show you which new FAQ’s have been posted to our Help section. Keep the questions coming to feedback@shiftboard.com!

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!

Can I download a list of all my locations?

Yes, if you go to Settings> General Settings> All Locations (on the right, under list settings)> Click Download this Report and the system will give you an excel report.

Can I track Seniority in Shiftboard?

Yes you can! Shiftboard offers you the ability to track staff seniority through the Financial suite of tools. Seniority can then be taken into account when scheduling your staff to ensure that your most senior staff get the required positions.

If you’re interested in learning more about Seniority tracking and the Financial tools, click on the Feedback button your Dashboard to get in touch with your friendly support staff today.

Can I download manager notes?

Yes. If you want to see all manager notes (either for everyone or for one member at a time) you can download a report. To do that go to Reports> People> Manager notes. Put in your parameters and click “Get Reviews.” From there click “Download this Report.”

I added a team and it is not showing up in departments. How do I add departments?

To add a Department, click on the Settings button on the top right hand side. Select the General Settings tab and on the right you will see an Edit Departments field. Here you can add department names in bulk.

To add departments to a specific team, go to MyTeams and select the team name. Click on the Settings tab and on the right you will see an Edit Departments link.

Can I track Seniority in Shiftboard?

Yes you can! Shiftboard offers you the ability to track staff seniority through the Financial suite of tools. Seniority can then be taken into account when scheduling your staff to ensure that your most senior staff get the required positions.

If you’re interested in learning more about Seniority tracking and the Financial tools, click on the Feedback button your Dashboard to connect directly with support staff to discuss your specific situation.

Can I default all new shifts to sign up list?

Yes you can default all new shifts to be sign up list.

You can do this per profile that creates accounts. So whoever is creating the shifts, you can change their personal preferences to default to sign up list.

Go to the person’s profile, and then select the Preferences/Scheduling tab. Change the option called “Create new shifts as type” to Signup List and then select update at the top. Do this for each manager you’d like this to be set for.

How do Signup Lists work?

When creating a shift, it can be marked as “Signup List”. This option allows members to add themselves to a list to show their interest in potentially working that shift. Managers of the team can review the list of interested members and select from that list when assigning the shift.

To quickly locate sign up lists try switching into the Sign Up List View using the pull down menu located above and to the right of the Calendar (where you find Shared and Shift Views). This view will display all your sign up lists in the current month as well as indicated which have people on the lists and how many positions remain unassigned.

Can I default all new shifts to sign up list?

Yes you can default all new shifts to be sign up list.

You can do this per profile that creates shifts on the calendar. So whoever is creating the shifts, you can change their personal preferences to default to sign up list.

Go to the person’s profile, and then select the Preferences/Scheduling tab. Change the option called “Create new shifts as type” to Signup List and then select update at the top. Do this for each manager you’d like this to be set for.