Shift Notes

As you build out the schedule, leave a quick message for the scheduled Employee to see as they review their shifts. Increase visibility, accountability, and prevent any miscommunication between you and the team!

SKIP AHEAD TO:
Add a Shift Note (Admins & Managers: Web)
Add a Shift Note (Admins & Managers: Mobile)
Review Shift Notes (Employees: Web)
Review Shift Notes (Employees: Mobile) 

⚠️ This feature is included in the Entrée plan and above

⚠️ Comp plans include 3 Shift Notes per schedule.

⚠️ Shift Notes are visible to all Employees, Assistant Manager/Managers (who are assigned to the Department, with scheduling permissions), and Admins. 


Add a Shift Note (Admins & Managers: Web)

Follow these quick steps to add a Shift Note:

  1. Login as an Admin, or Manager/Assistant Manager.

  2. In the top navigation bar, select the 'Schedule' tab:

     

  3. Once on the Scheduling page, create a shift by clicking on ' + ' on a select day.
    Click here to learn more about creating a schedule.

    Untitled_design__7_.gif

  4. Add your message in the Shift Note field (keeping it within a 250-character limit):

    Untitled_design__8_.gif

    You can always expand the textbox's view by clicking and dragging the bottom right corner of the text box:

    Untitled_design__9_.gif

  5. Click 'Save'  to complete these changes.

    Comp plan users

    For Accounts that are on the Comp plan, you'll have 3 free Shift Notes per schedule! Keep track of your remaining shift notes here:

    Screen_Shot_2022-12-07_at_5.52.39_PM.png

     


Add a Shift Note (Admins & Managers: Mobile)

Follow these quick steps to add a Shift Note:

  1. Login to the mobile app and select the schedule icon Screen_Shot_2022-12-07_at_4.05.57_PM.png at the bottom of your screen.

  2. Next, selct 'Create new shift':
    Click here to learn more about creating a schedule.

    Screen_Shot_2022-12-07_at_4.07.22_PM.png

  3.  Add in the shift details.

  4. Click on the 'Notes' field, and begin typing your message (keeping it within a 250-character limit):

    Screen_Shot_2022-12-07_at_4.20.21_PM.png

  5. Be sure to hit 'Save' to complete these changes!

Comp plan users

For Accounts that are on the Comp plan, you'll have 3 free Shift Notes per schedule!


Review Shift Notes (Employees: Web)

There are two ways for you to view Shift Notes left by your Manager.

From the Dashboard:

  1. In the top navigation bar, click on the Dashboard tab. 

  2. Once on the Dashboard , hover over a shift to reveal Shift Notes:

    Untitled_design__10_.gif

From a printed schedule:

  1. In the top navigation bar, click on the Schedule tab. 

  2. Once on the Schedule page, select Tools > Print:

    rint.png

  3. Enable 'Include on printed schedule: Shift notes' to reveal them:

    printshiftnotes.png

  4. From here, you can choose to print or download the schedule as a PDF.

Review Shift Notes (Employees: Mobile)

⚠️ It's only possible to review your own Shift Notes on the mobile app. Please refer to the web app if you would like to see your team's Shift Notes.
  1. Login to the mobile app and select the schedule icon Screen_Shot_2022-12-07_at_4.05.57_PM.png at the bottom of your screen.

  2. Shifts that contain a Shift Note will have a blue icon Screen_Shot_2022-12-07_at_5.06.46_PM.png next to it:

    Screen_Shot_2022-12-07_at_5.08.00_PM.png

    They'll be visible on the Screen_Shot_2022-12-07_at_5.20.10_PM.png Dashboard, and the Screen_Shot_2022-12-07_at_4.05.57_PM.png Schedule page!

    dash.png.        schedulepg.png       



  3. Click on the shift to open it's details:

    Screen_Shot_2022-12-07_at_5.25.34_PM.png
Was this article helpful?
2 out of 2 found this helpful