Running a self-scheduling window

Self-scheduling lets your staff pick their own shifts, inside your rules. You open a window over the schedule, staff take the unfilled shifts they're eligible for, and when it closes you fill whatever is left the usual way. Let's run one from start to finish. Open Self-schedule from the Planning menu. It shows the schedule period and every unfilled shift in it. Right now, self-scheduling isn't open, so nobody can pick anything yet. Set when the window opens and when it closes. These times are in the site's own timezone, not the server's, so nine o'clock on Monday means nine o'clock where the work happens. We'll open it now and close it in three days. Shifts each is the cap: the most one person may take. Without it, the same three people could claim the whole period in the first ten minutes. We'll allow three each. Below that, you can say what each person commits to over the period: a minimum number of shifts, set by hand or worked out from their FTE, plus weekend and holiday shifts. Every field is optional, and staff see where they stand while they pick. We'll ask for at least two shifts each. Press Open self-scheduling. The window is now open, and your team can start picking. On Maya's phone, Self-schedule now shows the window is open, until when, and how many she has taken against the cap and the minimum. Below that is every unfilled shift, each with a Take button. Maya is an RN, so she'll pick RN shifts. A shift for a role she doesn't hold would be refused. She taps Take on the shifts she wants. Every pick is checked against the rules as it's made, so a shift she takes is a shift she keeps. Her count at the top updates as she picks. She has now taken two of her three, and met the minimum of two, so she knows she's done. Back at the desk, the manager's view lists everyone still short of the minimum you set. The window closes on its own at the time you set, or you can close it early. Shifts already taken stay taken. Press Close self-scheduling. Now open the schedule. The shifts Maya picked carry her name. For everything still open, press Suggest who fills them, and approve the proposals, just as you would on any week. Press Assign, then publish the week as usual. Self-scheduling never skips your rules, and nothing anybody picks can break them. That's a self-scheduling window: open it over a date range with a cap per person, let your staff pick the shifts they want, and fill whatever is left when it closes. Every pick is checked against the same rules as the rest of the schedule.