The Advance Notice of Schedule will help you set a number of days when they can make a shift change without pay penalties. This could be configured at the ASC level, depending on how your company is set up. In this article you will see the following:
- Set up Advance Notice at Store Level
- Set up Advance Notice at ASC Level
- Require Reasons for Posted Schedule Edits
- Schedule Audit Report
There are two ways to set up the Advance Notice threshold, one will be at the Store Level and the second one at the ASC level.
Your site needs to be configured to edit the Advance Notice of Schedule. Make sure you you reach out to your Customer Success Manager or contact Support to enable it.
Once enabled, you will be able to set a threshold for the Advance Notice on changes in the schedule. This will be in the Store Settings Page.
Why set up Advance Notice at the Store Level vs the ASC level?
If you don't have pay associated with it but want to drive good schedule practice, you could set it at the store level.
If there's a pay exception in the ASC, it will override whatever value is there at the store and disable the editing of said value.
To set up Advance Notice of Schedule from the ASC, check this Article.
Require Reasons for Posted Schedule Edit
If you edit a shift from a posted schedule within the Advance Notice threshold. You then will be prompted to select if the change is Voluntary or Involuntary, as well as to add a reason for the change. You will only have to enter the reason one time if they edit the shift multiple times before reposting the schedule.
Schedule Audit Report
When you enter a reason for an edit to a posted schedule, this will write to the Audit Schedule Report, it will include the comments. You will be able to filter the report by edit type and export it to a .csv if needed.
- Add - Involuntary
- Add - Voluntary
- Edit - Involuntary
- Edit - Voluntary
- Delete - Involuntary
- Delete - Voluntary
- Housed - Involuntary
- Housed - Voluntary
- Unposted - Involuntary
- Unposted - Voluntary
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