Setting up Shift Swaps - Revision history

Cienna: /* Enabling Admin Access & Shift Swaps */

2024-11-21T01:39:53Z

Enabling Admin Access & Shift Swaps

← Older revision		Revision as of 01:39, 21 November 2024
Line 6:		Line 6:
	<b>Please note:</b> You must be configured as a Portal Administrator to action shift swap requests through the Mobile App.		<b>Please note:</b> You must be configured as a Portal Administrator to action shift swap requests through the Mobile App.
	<br>		<br>
	==Enabling Admin Access ~~& Shift Swaps~~==		==Enabling Portal Admin Access==
	[[File:Setup-portal.png\|400px\|thumb\|right]]		[[File:Setup-portal.png\|400px\|thumb\|right]]
	* Open Wageloch and sign in		* Open Wageloch and sign in
Line 18:		Line 18:
	<br>		<br>

			==Enabling Shift Swaps==
	* Click on the Mobile App tab to skip to enable Shift Swaps		* Click on the Mobile App tab to skip to enable Shift Swaps
	** If you have not set up the Portal/Mobile App before, pass through each category and make selections.		** If you have not set up the Portal/Mobile App before, pass through each category and make selections.

Cienna: /* Staff: Requesting Shift Swaps */

2024-11-21T01:39:07Z

Staff: Requesting Shift Swaps

← Older revision		Revision as of 01:39, 21 November 2024
Line 55:		Line 55:
	[[File:Req-shift-swap-new.png\|link=Shift Swaps]]		[[File:Req-shift-swap-new.png\|link=Shift Swaps]]

	~~[[File:Back-button-new.png\|link=Setting up Travel Log Book]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Wageloch Mobile App]]~~
	<br>		<br>
	<br>		<br>
	<br>		<br>


			[[File:Back-button-new.png\|link=Setting up Travel Log Book]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Wageloch Mobile App]]

Cienna: /* Staff: Requesting Shift Swaps */

2024-11-21T01:38:46Z

Staff: Requesting Shift Swaps

← Older revision		Revision as of 01:38, 21 November 2024
Line 56:		Line 56:

	[[File:Back-button-new.png\|link=Setting up Travel Log Book]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Wageloch Mobile App]]		[[File:Back-button-new.png\|link=Setting up Travel Log Book]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Wageloch Mobile App]]
			<br>
			<br>
			<br>

Cienna at 01:38, 21 November 2024

2024-11-21T01:38:24Z

← Older revision		Revision as of 01:38, 21 November 2024
Line 51:		Line 51:
	[[File:Man-ss.png\|500px]]		[[File:Man-ss.png\|500px]]

			==Staff: Requesting Shift Swaps==

			[[File:Req-shift-swap-new.png\|link=Shift Swaps]]


	[[File:Back-button-new.png\|link=Setting up Travel Log Book]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Wageloch Mobile App]]		[[File:Back-button-new.png\|link=Setting up Travel Log Book]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Wageloch Mobile App]]

Cienna at 05:32, 15 September 2023

2023-09-15T05:32:26Z

← Older revision		Revision as of 05:32, 15 September 2023
Line 50:		Line 50:

	[[File:Man-ss.png\|500px]]		[[File:Man-ss.png\|500px]]





			[[File:Back-button-new.png\|link=Setting up Travel Log Book]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Wageloch Mobile App]]

Cienna: Created page with "When using the Wageloch Mobile App, staff are now able to request their shift be swapped, pending management approval. This can speed up the process of finding staff to cover..."

2023-09-08T03:05:44Z

Created page with "When using the Wageloch Mobile App, staff are now able to request their shift be swapped, pending management approval. This can speed up the process of finding staff to cover..."

New page

When using the Wageloch Mobile App, staff are now able to request their shift be swapped, pending management approval. This can speed up the process of finding staff to cover the shift and updating the roster in a timely manner.
 
In this guide we will be covering the full process that staff complete as well as the process for management.
 

Please note: You must be configured as a Portal Administrator to action shift swap requests through the Mobile App.
 
==Enabling Admin Access & Shift Swaps==
[[File:Setup-portal.png|400px|thumb|right]]
* Open Wageloch and sign in
* Click Settings >> Portal/Mobile App Settings >> Portal Setup from the menu
* Select Express Setup and click Next
* Security: Select Yes to Do you wish to set up Administrative Access now?
** Select a Staff Member: If you’re in the staff list, you can pick yourself to be an admin.
** Enter a non-staff member: Enter your first name, surname and email address to be provided access.
 
[[File: Sportal-admin.png|600px]]
 

* Click on the Mobile App tab to skip to enable Shift Swaps
** If you have not set up the Portal/Mobile App before, pass through each category and make selections.
** See our [[Setup & Configuration]] guide for more information.
 
* Mobile App: Under the Shift Swap heading, enable Allow Shift Swap Requests from Staff
* Email Request to: Enter your email address to receive notifications of shift swap requests
* Send Push Notification of Request to: Enter the email address you use to log into the Mobile App.
* You can opt to enable automatic updates and republishing once you approve a shift swap.
 
[[File: Sportal-menu.png|600px]]

 
[[File: Enb-Shift-swap.png|600px]]
 

* Click Next to continue through the other tabs or Last to skip to the end.
* Do you wish to enable the site now? Select Yes and click Save Information
 
[[File:Save-sportal.png|500px]]

==Actioning Shift Swaps==
* When a staff member has requested a shift swap, you will receive and email and/or Mobile App notification if you have them enabled.
* Open the Wageloch Mobile App, and tap on Shift Swaps
* Here you will see the employee and shift details; Accept or Decline the shift swap request.
** Approve: You’ll see a list of available staff; pick one or more staff to offer the shift to and Send Request.
** Decline: Will notify the employee their shift swap has been declined.
* After the request has been sent out to the selected staff, you will see the shift and if anyone has responded.
* When one or more staff reply to the request with Accept, you have the option to pick who you would like to cover.
* Once approved, the roster will be automatically updated and re-published to notify those affected of the changes.
 

[[File:Man-ss.png|500px]]