Overview
This section allows you to view past, present, and future scheduled shift orders, in either a calendar or list view.
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Clicking the 'StaffMatch' tab at the top of the interface opens the 'StaffMatch' drop-down menu.
Click 'StaffMatch' to open the 'StaffMatch Summary' screen, the main hub for managing StaffMatch orders. |
Description
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Create a shift order.
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Choose 'All Shifts', 'My Shifts', or a custom category (e.g. a shift belonging to a certain department, if this has been created).
•All Shifts - All shifts created by users belonging to the parent customer will be displayed in the summary.
•My Shifts - Only shifts created by the current user will be displayed.
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Generate order summary.
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Calendar View
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Display all scheduled and past orders for the current 'Month', 'Week', or 'Day'. Click 
icon to select a specific date.
Shifts are color-coded so you can easily identify the status:
•GREEN - Shift has been offered and filled
•RED - Shift has expired
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•ORANGE - Shift has been offered, but not filled, and has not expired
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•BLUE - All other shifts (i.e. completed)
Click an order to view full details.
To create an order from the monthly view, click a date box, then select the start time from 'Day view'. Complete order details as required.
List View
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Start Date
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Search for records after (and including) this date.
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End Date
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Search for records up to (and including) this date.
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Start Time
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Search will locate records after (and including) this time.
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End Time
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Search will locate records up to (and including) this time.
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Shifts
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Saved shift orders are displayed in this table. Left-click an order name to view its details.
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Remove permanently from the system. |
