HS: Setting Up an Auto Pickup and/or Release

Overview

Want to work a certain day, but there aren't any shifts to pick up? Need a specific day off, but it's too late to request it off? Creating an Auto Pickup/Release is the solution you've been looking for. This article will cover how to set one up.

Creating Auto Pickup and or Release Rules

• When viewing your schedule, select AVAILABLE PICKUP and then MY AUTO PICKUP & RELEASE
• Select ADD (Fig.1) to display the ADD AUTO PICKUP OR RELEASE modal (Fig.2)

Fig.1 - My Auto Pickup & Release

Whether you wish to pick up or release a shift, you're able to set different criteria to match the parameters you wish to pick up or drop. 

• Select the type:
  • Pickup: Select this option if you are wanting pick up an additional shift that meets the criteria entered
  • Release: Select this option if you are wanting to release a shift that meets the criteria entered
• Enter the date
• Select the amount of time for the Minimum Notice
• Select the Shift Time you would prefer

Please note: Selecting the correlating box for After will allow to narrow down requirements for the start or end time of the shift.

• Select the appropriate Filters for the type of shift you would prefer to pick up or release:
  • Schedules
  • Jobs
  • Locations
  • Employees
• Select ADD

Fig.2 - Add Auto Pickup or Release

The criteria entered will appear in a list, you're able to edit or delete the Auto Pickup/Release by selecting the correlating icon.

Fig.3 - Edit or delete [select image to enlarge]

When a shift is picked up, it will appear greyed out on your schedule until it is approved by a manager where it will then be your responsibility.

Fig.4 - Shifts picked up prior to approval

When a shift is automatically released, it will have a colored border which indicates it is still your responsibility until a manager approves it.

Fig.5 - Released shifts prior to approval

If you forget what each color/border means when viewing your schedule, you can always refer to the legend at the bottom of the pane.

Fig.5 - Legend [select image to enlarge]