Shift Swaps - Revision history

Cienna at 05:35, 15 September 2023

2023-09-15T05:35:16Z

← Older revision		Revision as of 05:35, 15 September 2023
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	~~<b>~~[[Main Page \| ~~< Back~~]]~~</b>~~		[[File:Back-button-new.png\|link=Using the Travel Log Book]] [[File:Home-button-new.png\|link=Main Page]] [[File:Next-button-new.png\|link=Mobile App Troubleshooting]]

Cienna at 03:03, 8 September 2023

2023-09-08T03:03:27Z

← Older revision		Revision as of 03:03, 8 September 2023
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	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.
	~~<br>~~
	~~In this guide we will be covering the full process that staff complete as well as the process for management.~~
	~~<br>~~

	~~<b>Please note:</b> You must be configured as a Portal Administrator to action shift swap requests through the Mobile App.~~
	~~<br>~~
	~~=Managers=~~
	~~==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.
	~~<br>~~
	~~[[File: Sportal-admin.png\|600px]]~~
	~~<br>~~

	* 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.
	~~<br>~~
	* 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.
	~~<br>~~
	~~[[File: Sportal-menu.png\|600px]]~~

	~~<Br>~~
	~~[[File: Enb-Shift-swap.png\|600px]]~~
	~~<Br>~~

	* 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
	~~<br>~~
	~~[[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.
	~~<br>~~

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

	~~=Staff=~~
	* Open Wageloch Mobile App		* Open Wageloch Mobile App
	* From your app home screen, tap My Roster		* From your app home screen, tap My Roster

Cienna at 02:31, 17 February 2023

2023-02-17T02:31:27Z

← Older revision		Revision as of 02:31, 17 February 2023
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	<center>[[File:Ss-my roster.png\|275px]] [[File: Ss-prompt.png\|275px]] [[File: Ss-confirm.png\|275px]] [[File: Ss-pending.png\|275px]] [[File: Ss-inprogress.png\|275px]]		<center>[[File:Ss-my roster.png\|275px]] [[File: Ss-prompt.png\|275px]] [[File: Ss-confirm.png\|275px]] [[File: Ss-pending.png\|275px]] [[File: Ss-inprogress.png\|275px]]
	</center>		</center>
			<br>
			<br>
			<br>
			<b>[[Main Page \| < Back]]</b>

Cienna at 02:31, 17 February 2023

2023-02-17T02:31:12Z

← Older revision		Revision as of 02:31, 17 February 2023
Line 1:		Line 1:
	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.		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.
	<br>		<br>
	In this guide we will be covering the full process that staff complete as well as the process for management,		In this guide we will be covering the full process that staff complete as well as the process for management.
	<br>		<br>
	Please note: 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>
	=Managers=		=Managers=

Cienna: /* Staff */

2023-02-16T06:01:47Z

Staff

← Older revision		Revision as of 06:01, 16 February 2023
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	* When your request has been Approved, you’ll see it change to Swap is in Progress		* When your request has been Approved, you’ll see it change to Swap is in Progress
	<br>		<br>
	<center>[[File:Ss-my roster.png\|~~300px~~]] [[File: Ss-prompt.png\|~~300px~~]] [[File: Ss-confirm.png\|~~300px~~]] [[File: Ss-pending.png\|~~300px~~]] [[File: Ss-inprogress.png\|~~300px~~]]		<center>[[File:Ss-my roster.png\|275px]] [[File: Ss-prompt.png\|275px]] [[File: Ss-confirm.png\|275px]] [[File: Ss-pending.png\|275px]] [[File: Ss-inprogress.png\|275px]]
	</center>		</center>

Cienna: /* Staff */

2023-02-16T06:01:26Z

Staff

← Older revision		Revision as of 06:01, 16 February 2023
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	* When your request has been Approved, you’ll see it change to Swap is in Progress		* When your request has been Approved, you’ll see it change to Swap is in Progress
	<br>		<br>
	<center>[[File:Ss-my roster.png\|300px]] [[File: Ss-prompt.png\|300px]] [[File: Ss-confirm.png\|300px]]		<center>[[File:Ss-my roster.png\|300px]] [[File: Ss-prompt.png\|300px]] [[File: Ss-confirm.png\|300px]] [[File: Ss-pending.png\|300px]] [[File: Ss-inprogress.png\|300px]]

	[[File: Ss-pending.png\|300px]] [[File: Ss-inprogress.png\|300px]]
	</center>		</center>

Cienna: /* Actioning Shift Swaps */

2023-02-16T06:01:10Z

Actioning Shift Swaps

← Older revision		Revision as of 06:01, 16 February 2023
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	==Actioning Shift Swaps==		==Actioning Shift Swaps==
	~~[[File:Man-ss.png\|500px\|thumb\|right]]~~
	* When a staff member has requested a shift swap, you will receive and email and/or Mobile App notification if you have them enabled.		* 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		* Open the Wageloch Mobile App, and tap on Shift Swaps
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	* Once approved, the roster will be automatically updated and re-published to notify those affected of the changes.		* Once approved, the roster will be automatically updated and re-published to notify those affected of the changes.
	<br>		<br>

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

	=Staff=		=Staff=

Cienna: /* Staff */

2023-02-16T06:00:49Z

Staff

← Older revision		Revision as of 06:00, 16 February 2023
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	* Done! Your request is now Pending, waiting for your manager to action the swap.		* Done! Your request is now Pending, waiting for your manager to action the swap.
	* When your request has been Approved, you’ll see it change to Swap is in Progress		* When your request has been Approved, you’ll see it change to Swap is in Progress
			<br>
			<center>[[File:Ss-my roster.png\|300px]] [[File: Ss-prompt.png\|300px]] [[File: Ss-confirm.png\|300px]]

	~~[[File:Ss-my roster.png\|300px]] [[File: Ss-prompt.png\|300px]] [[File: Ss-confirm.png\|300px]]~~ [[File: Ss-pending.png\|300px]] [[File: Ss-inprogress.png\|300px]]		[[File: Ss-pending.png\|300px]] [[File: Ss-inprogress.png\|300px]]
			</center>

Cienna: /* Staff */

2023-02-16T06:00:13Z

Staff

← Older revision		Revision as of 06:00, 16 February 2023
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	=Staff=		=Staff=
			* Open Wageloch Mobile App
			* From your app home screen, tap My Roster
			* Check your roster; if there are any shifts you wish to swap, tap the arrow icon in the top right corner of the shift.
			* Confirm the prompt to submit your shift swap request
			* Done! Your request is now Pending, waiting for your manager to action the swap.
			* When your request has been Approved, you’ll see it change to Swap is in Progress

			[[File:Ss-my roster.png\|300px]] [[File: Ss-prompt.png\|300px]] [[File: Ss-confirm.png\|300px]] [[File: Ss-pending.png\|300px]] [[File: Ss-inprogress.png\|300px]]

Cienna: /* Actioning Shift Swaps */

2023-02-16T05:57:34Z

Actioning Shift Swaps

← Older revision		Revision as of 05:57, 16 February 2023
Line 39:		Line 39:

	==Actioning Shift Swaps==		==Actioning Shift Swaps==
			[[File:Man-ss.png\|500px\|thumb\|right]]
			* 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.
			<br>

	=Staff=		=Staff=