Booking employees for shifts and/or events is super easy.
Start by opening the event you created and saved in your schedule. Now, you have three methods for booking employees to choose from:
Book employees manually
Book employees by choosing them manually via the list that opens when clicking the desired position.
Filter employees in Manual Booking
You can filter the employee list directly within the Manual Booking section. This helps you find the right employees faster and makes the booking process more accurate and easier to manage.
Book employees according to their availability
Click the "Check availability" button and use the filter capabilities to tick or untick relevant recipients for the availability check. Update your filter, click Next and select the channel you wish to notify them through: Push notification, Email, or both and click Send.
*Pro-tip: You can review which employees have seen the availability check by clicking the stats button.
Following this check, employees that applied for a shift will be highlighted on the "Available" column on the left side. Book employees by clicking their name or click the +1 button associated with a position under the "Booked" column and choose employees from the dropdown list.
Note: As long as the employee’s name is in uncolored, they are not notified yet and you can continue with editing the booking column. They have been notified of their booking once their name turns green.
Once the booking is finalized, it’s time to notify your employees that they were booked.
Click the "Update Booked Employees" button to notify all employees, or notify them individually by clicking the "Notify Employee About Booking" button that appears in the employee’s row.
Once done, the employee will receive a confirmation request for the booking. Their confirmation will be shown with a highlighted checkmark in the employee’s row under the "Booked" column.
Note: You can review which employees have seen the booking announcement by clicking the stats button. You can resend confirmation requests for the ones that have yet to confirm via Resend confirmation button and send a customized text for all booked employees via Send new confirmation button.
Marking employees as no-shows
When unbooking an employee from a shift, you can mark them as a no-show during the unbooking process. A pop-up will appear asking whether you want to mark the employee as a no-show. You can also mark an employee as a no-show later from the Unbooked tab within the event. Once marked, the no-show indicator remains on the employee’s profile, and hovering over it displays statistics showing how many shifts the employee has been marked as a no-show.
Autobook Feature
Check the availability of your employees and allow the first ones to apply to be automatically booked to an event or shift.
To enable this option, go to your Account Settings, choose Scheduling & Timesheet, and enable the Auto-book employees when applying for jobs button under the Booking Section.