Navigating ShiftMatch

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Navigating the System

!Not all Users have access to all tabs detailed in this Manual.
Please contact Management to address any access issues.

The tabs near the top of the ShiftMatch website take you to each specific section to which you have access:

My Schedule

The My Schedule tab is the core transactional area of ShiftMatch for workers.
Workers automatically land on the My Schedule tab after login.
There are five pages, each with specific functions:

• Schedule – place Availability, accept shifts and view the current schedule.
• Details – update and verify contact details and work information.
• Locations – monitor the locations (such as places / buildings / departments and/or floors) available to work.
• Change Password – change ShiftMatch password.
• News – a digital bulletin board where Management can post news for all workers to view.

Staffing

The Staffing tab is the core transactional area of ShiftMatch for Schedulers or Managers.
Managers automatically land on the Staffing tab after login.
This is where you can view weekly scheduling needs at each location, add requests for work when additional staff are necessary, and review work requests filled by outside agencies.

Depending upon individual permissions, the Staffing tab has up to eight pages:

• Schedule – an overview of each location including filled and unfolded shortfalls
• Unfilled – a view of all Unfilled shortfalls with the ability to edit or escalate
• Agency – a view of all shortfalls filled by Agency workers. With the right permissions, you may replace the Agency worker with internal resources.
• Manager News – a digital bulletin board where information can be posted solely for the view of Managers
• Pre-Shift Balance – a view of filled Shortfalls, allowing reallocation to new Locations, if appropriate
• Verification – to verify the actual times worked, once each Shortfall is completed by the worker
• Exceptions – to split time worked in a Shortfall between more than one Cost Centre
• External Payroll – to allocate appropriate language if data is to be exported to external payroll

People

The People tab contains information on all Users of ShiftMatch.
Here you can add new Users, search for specific Users and find out why a User didn’t match a shift.
Depending upon individual permissions, the People tab has up to five pages:

• User Search – search for Users based on definable parameters and view/edit their profile, Schedule or messages
• Add User – to add a new User to ShiftMatch
• Why Not? – to search why a particular User may not match a particular Shortfall
• Broadcast – to send Broadcast texts to Users
• Bulk User Upload – to upload multiple Users at one time

Agency

The Agency tab is where you can view

• Unfilled Agency Shortfalls – a list of Shortfalls that have been opened to Agency(ies)
• Agency News – a digital bulletin board where information can be posted solely for the view of Agency Users

Admin

The Admin tab provides access to basic administrative functions.
Depending upon individual permissions, the Admin tab has up to six pages:

• Reports – to generate Reports
• Cancellations – to view a list of cancelled Shortfalls
• Content – to view and edit the language included in all correspondence (email, text etc) to Users
• Bulk Shortfall Upload – to upload to ShiftMatch bulk Shortfalls
• File Upload – when files are uploaded here, they may be accessed to place into the “News” pages
• Invoice Reconciliation – used to input Agency invoice details and reconcile against Agency Shortfalls filled in ShiftMatch

Settings

The Settings tab is where you can further customize the ShiftMatch System.
Depending upon individual permissions, the Settings tab has up to nine pages:

• Locations – an overview of the locations mapped to the ShiftMatch system
• Roles – to view and edit details related to Roles assigned to Users. Roles determine a User’s access to the ShiftMatch system
• Pools – to view and edit Pools used to further classify workers
• Classes – to view and edit Classes established in the ShiftMatch system. Classes separate different User groups
• Grading Classes – to view and edit the assignment of Grades into Classes
• Skill Grouping – to view and edit the Skills and how they are grouped for view
• Agency Edit – to view and edit the established Agencies in the ShiftMatch system
• External Payroll Mapping – to view and edit how ShiftMatch Grades map back to external payroll systems
• Return Text – to view and edit the content of notifications sent from the ShiftMatch system

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