Difference between revisions of "Shift Notes"
| Line 23: | Line 23: | ||
[[File:Shift-Note.png|600px]] | [[File:Shift-Note.png|600px]] | ||
* You'll see a window appear with a field to type in a note. | * You'll see a window appear with a field to type in a note. | ||
| Line 29: | Line 28: | ||
** NOTE: There is a 100 character limit - keep it short and sweet! | ** NOTE: There is a 100 character limit - keep it short and sweet! | ||
* Click <b>Add</b> to save the note. | * Click <b>Add</b> to save the note. | ||
[[File:Add-shift-note.png|600px]] | [[File:Add-shift-note.png|600px]] | ||
* If you see a little page icon on the shift, you've successfully added a note! | |||
[[File:Shift note successful.png]] | [[File:Shift note successful.png]] | ||
* By hovering over the page icon, you can check the note you've left. | * By hovering over the page icon, you can check the note you've left. | ||
* If you need to edit the note, right-click the shift again and click Add Note. | * If you need to edit the note, right-click the shift again and click <b>Add Note.</b> | ||
[[File:Hover-shiftnote.png|500px]] | [[File:Hover-shiftnote.png|500px]] | ||
==Example B: Shift Information== | ==Example B: Shift Information== | ||
Revision as of 04:27, 2 December 2024
One of the newer features that has been added to Wageloch's rostering tools is Shift Notes.
Shift Notes allows you to add extra information to a roster shift for a specific employee, different to the Daily Notes which has the notes visible for all of your team. This information will be visible to staff on the Portal, Mobile App and roster emails.
In this article, we're going to show two different uses of the Shift Notes feature:
- Example A: Our business could be a concrete or delivery company and we're allocating trucks for staff
- Example B: We're reminding employees of a specific task or requirement of their shift.
Example A: Allocation Details
In this example, we're a concreting or manufacturing business that relies on some of our employee delivering products to our clients. Each day, employees are assigned a vehicle and we'd like to notify them beforehand so they can get their day started quicker.
For each employee added into the roster, we want to add a note to their shift indicating which truck they'll be using for their shift.
- Create/Open the roster you want to work on
- Find the employee and shift you want to add a note to
- Right-click on the shift and select Add Note
- You'll see a window appear with a field to type in a note.
- Enter the desired information.
- NOTE: There is a 100 character limit - keep it short and sweet!
- Click Add to save the note.
- If you see a little page icon on the shift, you've successfully added a note!
- By hovering over the page icon, you can check the note you've left.
- If you need to edit the note, right-click the shift again and click Add Note.
