Prebook or Manual Match

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Prebooking A Shortfall – also known as Manual Match

You may wish to select a specific person to fill a Shortfall.
The process of filling a Shortfall with a designated User in ShiftMatch is known as a Prebook.

To Prebook a Shortfall:

1. On the scheduling calendar, click on the date of the Shortfall you would like to Prebook.
   [A list of all Daily Shortfall Details will appear below the calendar under Unfilled sub-heading.]
2. Find the Shortfall you would like to pre-book and click on the specific ID or Edit button of that Shortfall assignment.
3. Next to Prebook User, type the name of the person you wish to fill the shift and a list of matching Users will be generated.

4. Select the specific person you wish to fill the shift.
5. Click the “Update Shortfall” button near the bottom of the page.
   If there is any conflict with the person selected in the Prebook User search (such as the individual is already scheduled to work or is is not qualified for the shift), a red error box will display the reason that person cannot fill the Shortfall.
   

The Shortfall – and the person you selected to fill it – will now be reflected in the staffing schedule calendar and a confirmation text will be sent to the User.

*You can also Prebook someone when you Add A New Shortfall by following the Prebook User instructions from above.

Prebook Multiple Shortfalls

To Prebook (or place a specific User in multiple shifts at once):

1. Click on Add New Shortfall.
2. Complete the Shortfall Details, including the name of the Prebook User.
3. Complete the User Requirements, Agency (if applicable) and then click on to open the Multiple Shortfalls across the Schedule Period tab.
4. Add in 1 on each date you want to add the Shortfall filled by the Prebook User

5. Click the “Add New Shortfall” button.

The Shortfalls will now appear on the User’s calendar, as well as the regular staffing schedule calendar and the global calendar.

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