TrackerRMS Help

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Overview of the Shift Planner

This is an overview of the Shift Planner and how to navigate around it. The Shift Planner is divided horizontally across the middle with the top half being the Jobs and Shifts, and the bottom ha...

Filtering the Shift Planner

Job Filters To filter the Shift Planner, use the Filter button located at the top right of the "Top Half" containing the Client Shift Jobs: From here you can define the filters to reduce the...

Searching for Candidates

To start searching for Candidates, click on any shift in the Shift Jobs section in the "Top Half" of the Shift Planner. This will trigger the following to happen: Any filters applied to the Job wh...

Assigning a Candidate to a Day

To assign a Candidate from the Candidate list to a shift, simply drag their name from the list directly into the Shift day you want them to work: Or you can click the Assign to Shift button next...

Assigning a Candidate to a Week

To assign a candidate to the entire week, select the drop down option on the Assign to Shift button and select the Assign to all Shifts button: The Shift Planner will assign the Candidate to all...

Copying Candidates from one Shift to Another

To copy a Candidate from one Shift to another in the same Job or any other Job, simply use the copy icon in the bottom right corner of the card to copy-drag the Candidate card. Using this icon t...

Removing a Candidate from a Shift

To remove a Candidate card from a Shift, simply click the x in the top right hand corner of the card. Note: Only pending statuses can be removed. Cards that are "Confirmed" must first be unconfirm...

Identifying Shift Conflicts

Shift Conflicts occur when a Candidate in one shift overlaps themselves in another shift. Where the Shift Planner finds clashes between 2 shift that have the same Candidate assigned and the shift t...

Proposing Shifts

To propose a shift to a Candidate, follow these steps: Identify the Candidate you want to work the shift Place that candidate into one or more shifts in the current week using the Assign to Shift ...

Confirming Shifts

To confirm a shift that has been requested, follow these steps. "Requested" shifts are those which have been advertised as "Open Shifts" via the App and advertised to Candidates. The Candidate can...

Rejecting Shift Requests

To reject a shift that has been requested, follow these steps. "Requested" shifts are those which have been advertised as "Open Shifts" via the App and advertised to Candidates. The Candidate can ...

Handling "No Shows"

"No Shows" are where the Candiate is either unable to attend or does not show up for their Shift. This can be triggered in a number of ways: The Candidate taps the "CANNOT ATTEND" button in the Ap...

Changing Shift Times

It is often the case where a Job can span a number of days but some of those days have a slightly different shift times. Tracker can handle shift times at 3 levels giving total control over the tim...

Changing Day and Candidate Shift Times

Shift Day Start and End Time To change the default start and end time for a given Shift Day, click here: Or use the "Change Shift Times" option in the drop down menu. Candidate Start and End T...

Saving and Publishing Shift Planner changes

As changes are made to the Shift Planner, for example, shifts added, changed or removed, these are stored in the Planner. You can see how many changes have been stored as they are made by looking a...

Messaging Candidates

The Messaging service within Tracker provides a credit-free way to send and receive messages with Candidates. Messages can be sent from Tracker to any Candidate with the App and will appear as a no...

Compliance

Compliance is an important part of the Shift Management process, allowing you to store various forms of Compliance against Candidates and then using this to ensure that working Candidates are fully ...

Moving a Candidates from one Shift to Another

To move a candidate from one Shift day to another, simply drag the card to another day. This can be in the same job or a completely different Job in the Shift Planner. Note: "Confirmed" cards or c...

Sending Shift Confirmation Emails

We have created a number of new template tags to support the sending of Shift Confirmations to both Clients and Candidates: Sending Shift Confirmation Emails to Clients To send shift confirmati...

Applying Statuses to Entire Week

You can apply a shift status change to the entire week by using the Apply to Week option at the top of the shift status drop down: Once ticked, and then selecting a status, this will be applied ...