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Administrator Documentation

The Location Administrator has the same access as a Manager, with additional capabilities to manage schedule release and confirmation date settings.

Check Audit Log for the Shift

Administrators can review the complete audit log for a shift, starting from the initiation of self-scheduling to the day the schedule is closed. The audit log includes details about:

  • Changes made, such as splitting shifts, updating shift type or sub-type.
  • Cancellations and any other modifications.

This functionality is accessible from the Multi Unit View.
For more details, check the following video:

Shift Audit Log

Settings

To manage schedule-related date settings, navigate to:
Settings → Schedules

Schedules

The schedule settings include the following configurations:

  1. Standard Configuration:
  2. 6 Weeks Before: Schedules are released by Managers.
  3. 2 Weeks for Self-Schedules: Staff have 2 weeks to apply for self-schedules after release.
  4. 2 Weeks for Balancing: Managers have 2 weeks to balance schedules and release open shifts.
  5. Open Shifts: Staff can apply for open shifts until 2 hours before the shift starts.

By default, these dates follow the standard configuration. However, Administrators can adjust them if necessary.

How to Edit Schedule Dates

To edit schedule-related dates:

  1. Click on the Settings Icon for the required schedule record.

  2. A pop-up will appear with the following date settings:

    1. Release Date

      • The date when schedules are released.
      • Currently, this setting has no direct impact as schedules are released manually by Managers from the Release screen.

    2. SS Request Last Date

      • The deadline for staff to apply for self-schedules.
      • Staff cannot request self-schedules after this date and time.

    3. Approval Date

      • The deadline for Managers to approve self-schedules.
      • Managers can balance self-schedules only between the SS Request Last Date and the Approval Date.
      • After the Approval Date, Managers can release open shifts from the Open Schedules screen. Schedules Settings

Important Note

Danger:
Continuous changes to schedule dates for the same schedule are not recommended.