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Overview of the Shift Planner

Please note that Shift Management is not available for the the Starter Package This is an overview of the Shift Planner and how to navigate around it. The Shift Planner is divided horizontal...

Filtering the Shift Planner

Please note that Shift Management is not available for the the Starter Package Job Filters To filter the Shift Planner, use the Filter button located at the top right of the "Top Half" containing ...

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

Please note that Shift Management is not available for the the Starter Package To assign a Candidate from the Candidate list to a shift, simply drag their name from the list directly into the Sh...

Assigning a Candidate to a Week

Please note that Shift Management is not available for the the Starter Package To assign a candidate to the entire week, select the drop down option on the Assign to Shift button and select the ...

Copying Candidates from one Shift to Another

Please note that Shift Management is not available for the the Starter Package To copy a Candidate from one Shift to another in the same Job or any other Job, simply use the copy icon in the bot...

Removing a Candidate from a Shift

Please note that Shift Management is not available for the the Starter Package To remove a Candidate card from a Shift, simply click the x in the top right hand corner of the card. Note: Only p...

Identifying Shift Conflicts

Please note that Shift Management is not available for the the Starter Package Shift Conflicts occur when a Candidate in one shift overlaps themselves in another shift. Where the Shift Planner ...

Proposing Shifts

Please note that Shift Management is not available for the the Starter Package To propose a shift to a Candidate, follow these steps: Identify the Candidate you want to work the shift Place that ...

Confirming Shifts

Please note that Shift Management is not available for the the Starter Package To confirm a shift that has been requested, follow these steps. "Requested" shifts are those which have been advertis...

Rejecting Shift Requests

Please note that Shift Management is not available for the the Starter Package To reject a shift that has been requested, follow these steps. "Requested" shifts are those which have been advertise...

Handling "No Shows"

Please note that Shift Management is not available for the the Starter Package "No Shows" are where the Candiate is either unable to attend or does not show up for their Shift. This can be trigger...

Changing Shift Times

Please note that Shift Management is not available for the the Starter Package It is often the case where a Job can span a number of days but some of those days have a slightly different shift time...

Changing Day and Candidate Shift Times

Please note that Shift Management is not available for the the Starter Package Shift Day Start and End Time To change the default start and end time for a given Shift Day, click here: Or use the ...

Saving and Publishing Shift Planner changes

Please note that Shift Management is not available for the the Starter Package As changes are made to the Shift Planner, for example, shifts added, changed or removed, these are stored in the Plann...

Messaging Candidates

Please note that Shift Management is not available for the the Starter Package The Messaging service within Tracker provides a credit-free way to send and receive messages with Candidates. Message...

Compliance

Please note that Shift Management is not available for the the Starter Package Compliance is an important part of the Shift Management process, allowing you to store various forms of Compliance aga...

Moving a Candidates from one Shift to Another

Please note that Shift Management is not available for the the Starter Package To move a candidate from one Shift day to another, simply drag the card to another day. This can be in the same jo...

Sending Shift Confirmation Emails

Please note that Shift Management is not available for the the Starter Package We have created a number of new template tags to support the sending of Shift Confirmations to both Clients and Candid...

Applying Statuses to Entire Week

Please note that Shift Management is not available for the the Starter Package You can apply a shift status change to the entire week by using the Apply to Week option at the top of the shift statu...

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