FACILITY PORTAL
Assignments | Shifts | Confirmations | Time Approvals | Temps | Profile
Dashboard
Request New Shift/Assignment
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1. New Shift
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Selecting the New Shift button opens the Create Shift wizard which allows you to submit shift needs requests to be filled.
To create a request, enter the required fields in the wizard and select save shift. Once the shift(s) have been entered, the needs will immediately appear for the staffing organization, and the system automation will begin to work to fill the needs.
*Indicates a required field for submission
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2. New Assignment
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Selecting the New Assignment button opens the Create Assignment wizard which allows you to submit assignment needs requests to be filled. To create a request, enter the required fields in the wizard and select save shift. Once the assignments(s) have been entered, the needs will immediately appear for the staffing organization, and the system automation will begin to work to fill the needs.
Dashboard Configuration​
1. Facilities
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This dropdown defaults to display all facilities that a user has access to and can be changed to display select facilities. Updating the selection will modify all of the information below based on the facilities displayed.
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2. Date Range
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This dropdown defaults to display the current period (current week) with options for last period (last week), or a custom date range. Updating the selection will modify all the information below based on the dates selected.
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Filter Icons
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1. Unconfirmed Shifts
This icon displays the total number of future shifts that have been filled and are awaiting confirmation. Clicking the icon will take you to the Shifts page pre-filtered to all filled shifts that have not been confirmed. You can then confirm or cancel the shift by clicking on the Shift #.
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2. Scheduled Shifts
This icon displays the total number of shifts that have been scheduled from today forward. Clicking on the icon will take you to the Shifts page pre-filtered to all filled shifts from today forward. You can then review the shifts or take any necessary actions by clicking on the Shift #.
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3. Open Shifts
This icon displays the total number of open, but not filled, shifts for the selected date range. Clicking the icon will take you to the Shifts page prefiltered to the list of open shifts and the selected date range to view for additional details.
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4. Canceled Shifts
This icon displays the total number of shifts that were requested and canceled during the selected date range. Clicking the icon will take you to the Shifts page prefiltered to the list of canceled shifts and the selected date range to view for additional details.
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5. Scheduled Hours
This icon displays the total number of scheduled hours from today into the future.
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6. Time Approvals
This icon displays the total number of unapproved timecards that need to be approved. Clicking on the icon will take you to the Time Approvals page to review and approve the timecards.
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Facility Table View
NOTE: Table will display 50 results per page, use the Previous, Next, or number buttons to navigate between pages.