knowledge base - manager quick start training guide
TRANSCRIPT
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Manager Guide
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Creating & covering a shift
Table of Contents
2.
Accepting an employee3.
Editing a published shift4.
Swift Shift - Introduction1.
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Swift Shift - Introduction
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What is Swift Shift?A mobile Software as a Service (SaaS) solution that allows managers to cover shifts quickly
1. INCREASED FLEXIBILITYEmployees adjust their availability anytime
5. PROFESSIONAL DEVELOPMENTShare knowledge across sites/teams and provide opportunity for engaged staff
2. SHORT NOTICE COVEREmail, push notification, SMS
4. CREATE REGIONAL STAFF BANKEasily use staff across multiple locations
6. RICH PROFILESRole, skills, qualifications, customisable
7. ANALYTICSReal time visibility into key performance indicators
8. CLOUD BASEDDesktop, Mobile, App
3. AUTOMATED COMMUNICATIONTwo-way message system eliminates need to call through staff lists
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How to access Swift ShiftAvailable on any device, anytime
Visit web address: app.swiftshift.com
Your organisation may have a vanity URL
Employee app available at:
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Get to know your Swift Shift app
REGIONS & SITESSwitch between regions/areas and sites
YOUR PROFILEAccess your profile and admin functions
NOTIFICATIONSAlert allows managers to move quickly through the app
DAY I WEEKChange schedule view from day to week
SCHEDULED SHIFTS View staff working, ‘green’ shifts
OPEN SHIFTS Drag and drop to create new shifts
CREATE I PUBLISHCreate a new shift or publish saved shifts
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Shift status Simple colour system makes it easy to know the status of any shift
SAVED SHIFTS - GREYShift has been saved, but not published to the employee application. Only approved managers can see these shifts.
OPEN SHIFTS - REDShift has been published to the mobile application only. No email, text message, or push notification was sent. Ideal for shifts published into the future.
OPEN SHIFTS - YELLOWShift has been published to the mobile application and notifications sent via email, text message, and push notification. Ideal for short notice or republishing ‘red’ shifts.
OPEN SHIFTS - PURPLEShift has received applications from employees. These shifts require the manager to select an employee to add them to the shift.
SCHEDULED SHIFT - GREENShift has been scheduled and will appear in the mobile application for the accepted/scheduled employee.
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Creating & covering a shift
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Create a new shiftThere are two ways to create a new shift
Click the icon.1. Drag and create2.
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Edit shift detailsCustomise shift request based on your needs
Change staff member on shift or publish shift as an Open ShiftChange the department (defined through admin panel)Change start/end timeNOTE: start time must be at least 1 hour into the future
Add a message to any update or cover shift when publishingNOTE: Limit 140 characters for SMS
Saves shift with out publishing
Publish shift, notifying staff member
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Cover a shift in 2 clicksGo to shift you want covered and click the icon.
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YELLOW SHIFTYellow shift at top, in open shift section, denotes shift request has been sent
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Accepting an employee
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NotificationsManagers are informed of staff applying to shifts through mobile and the web app
Example mobile notification: Web app notification center:
Tip!Clicking a shift in the notification center will
take you directly to the shift.
In this case, the purple shift is the one we want.
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Accept Staff to Shift
1. Click purple shift 2. Select staff member
3. Click 4. Shift turns green when complete
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Staff MessagesEmployees are informed if they received the shift or not via SMS, Email, or Push Notification
Example acceptance email: Example decline email:
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Editing a published shift
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Click ShiftStart by going to the shift you want to edit and click on the shift
Once clicked, edit shift screen will open:
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Edit Shift
Change staff member on shift or publish shift as an Open ShiftChange the department (defined through admin panel)Change start/end timeNOTE: start time must be at least 1 hour into the future
Add a message to any update or cover shift when publishingNOTE: Limit 140 characters for SMS
Deletes from scheduler
Sends out cover request
Publishes change, notifying staff member
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CONTACT US:
SUPPORT LINE: 0203 696 4402
EMAIL: [email protected]
WWW.SWIFTSHIFT.COM
VISIT US TO LEARN MORE...
VISIT: SUPPORT.SWIFTSHIFT.COM FOR ONLINE KNOWLEDGE BASE
CLICK ‘SUPPORT’ IN APP