People: Add User

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Add User

*To upload multiple Users at one time, please see Bulk User Upload for more information.

On the People tab, the Add User page is where you add new Users to the ShiftMatch System.

To add a new User:

1. Complete the User’s Login Details, including:

• Username – the name the person will use to login to the ShiftMatch System, generally based on a pre-defined naming convention
• Password – the password the User will need to login to the ShiftMatch System. Entered twice.
• Password Hint – the hint that will be emailed to the User for a forgotten password

2. Complete the User’s Personal Details, including:

• Cell phone number – while not mandatory, the User’s cell phone is the primary source of communication from ShiftMatch
• Email address – while not mandatory, the User’s email is the secondary source of ShiftMatch communication after the User’s cell phone
• First Name and Last Name
• Address

3. Complete the User’s Professional Details including:

• Active – determines whether the User is active in the ShiftMatch System (after 12 weeks as inactive, the User moves to the archives)
• Date of Hire/Date of Termination Can now be added to a profile. Contact your ShiftMatch representative to have this function turned on.
• Experience Allowance (if applicable) – set only with the use of shift rate; determines extra pay rate. Rarely used.
• Limit Hours – sets the maximum number of hours the User can work per pay period. Set at 0 if no limit required
• Grading – the job grade associated to the User; the key variable in matching a User to a shift Shortfall
• Employment Type – the User’s employment type (eg: typically Full Time, Part Time or Casual)
• Class – the class associated to the User; used to further differentiate worker classification
• Role Type – the ShiftMatch role associated to the User; determines which ShiftMatch access and functions are available to the User
• Rating – a variable that may further differentiate worker classification (if not used, leave at Level 1)
• Additional Text – notes you want associated with the User
• Show Dept Location – whether or not you want the User to see Dept (Level 4) Locations
• Default Auto Accept to be on – if checked, the User will no longer receive a shift request message that requires a response.
  Instead, when a shift request matches the User’s availability, they will simply receive a confirmation text that confirms the relevant details.
• Pools – the pool(s) associated to the User; used to further differentiate worker classification

4. Complete the User’s Governance Details including, for example:

• Registration # – the User’s professional registration number, if applicable
• Renewal – the renewal date for a specific certification (the date will trigger renewal reminders and ultimately suspend the User from the ShiftMatch System once expired).

*Governance is fully customized by Management but you must contact your ShiftMatch Administrator to make changes or add Governance rules.

5. Complete the User’s Locations including:

• Locations – the locations the User can work (if the location is unchecked, the User will not see the location in the My Locations section – effectively preventing any Shortfall requests and matches)
  The list of Locations is pre-set by Management, see Settings > Locations for more.

6. Complete the User’s Skills including:

• Skill – specific industry skill(s) held by the User
  The list of Skills is pre-set by Management, see Settings > Skill Grouping for more.

Click the “Save Changes” button at the bottom of the page.
The new User will now be added to the ShiftMatch System.

Next Topic: People: Why Not? – Understanding Non Matches →