ShiftMatch Canada Manager Guide
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Table of Contents
ShiftMatch Canada Manager Guide
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ShiftMatch Canada Manager Guide — 1
Getting Started
Accessing ShiftMatch
Navigating ShiftMatch
ShiftMatch and FillShift and Cascom
Communication from ShiftMatch
ShiftMatch App
My Schedule Tab Overview
My Schedule FAQs
My Schedule: Schedule
Place Availability to Work
Place Availability Via Text
Edit Availability
Accept Shift Via Text
Accept Shift Via Open Schedule
Auto Accept Shift
Leave Post-It Note
My Schedule: Details – Editing Your ShiftMatch Profile
My Schedule: Locations – Setting Work Preferences
My Schedule: Change Password
My Schedule: News
Staffing Tab Overview
Staffing: Schedule
Schedule View
Add a Shortfall
Add a Shortfall: Shortfall Details Tab
Add a Shortfall : User Requirements Tab
Add a Shortfall: Agency
Add Multiple Shortfalls or Linked Shortfalls
Add a Rapidbook Shortfall via Text
Add a Split Shortfall
Add a Split Shortfall: Shortfall Details Tab
Edit a Split Shortfall
View and Edit Shortfall
View and Edit Unfilled Shortfall
View and Edit Filled Shortfall
Delete or Reinitialize a Shortfall
Prebook or Manual Match
Shift Swap
Escalate A Shortfall
Auto Escalation of a Shortfall
Open or Escalate a Shortfall to Agency(ies)
Rapidbooks
History or Audit Trail
Staffing: Unfilled – Monitoring Unfilled Shifts
Staffing: Agency – Monitoring Agency Use
Staffing: Replace an Agency Worker
Staffing: Manager News – Managers Digital Bulletin Board
Staffing: Pre-Shift Balance – Adjusting Staffing Needs
Staffing: Verification – Confirming Time Worked
Staffing: Exceptions – Splitting A Shift Worked
Staffing: External Payroll
People Tab Overview
People: User Search – View User Details
Edit User Profile
Export User Texts
Export User Messages
View User Schedule and Enter Availability
Send User A Manual Text Message
Archived Users
Reset a User’s Password
Make Inactive and Reinitialize future shifts
People: Add User
People: Why Not? – Understanding Non Matches
People: Broadcast – Sending Mass Texts To User Groups
People: Bulk User Upload – Adding Bulk Information
Agency Tab Overview
Agency: Agency User Request
Agency: News
Admin Tab Overview
Admin: Reports
Admin: Cancellations – Viewing Deleted Shifts
Admin: Content – Editing News and Announcements
Admin: Bulk Shortfall Upload – Adding Bulk Shortfalls
Admin: File Upload
Admin: Invoice Reconciliation
Settings Tab Overview
Settings: Locations
Location: Create a Rapidbook
Location: Preferred Pools
Location: Owner
Location: Cost Centres
Settings: Roles
Settings: Pools
Settings: Classes
Settings: Grading Classes
Settings: Skill Grouping
Settings: Agency Edit – Editing Agency Details
Settings: External Payroll Mapping
Settings: Return Text – Editing Message Content
General
Grades
Skills
Employment Types
Ratings
Governance
Help, Feedback and Support
About Us, Terms, Privacy
Release Updates
Q3 2015 system upgrades
Q4 2015 system upgrades
Q1 2016 system upgrades
Q2 2016 System Upgrades
Q3 2016 Mini Release
Q3 2016 System Upgrades
Q4 2016 System Upgrades
Q1 2017 System Upgrades
Q2 2017 System Upgrades
Q3/4 2017 System Upgrades
Q2 2018 System Upgrades
Q4 2018 System Upgrades
Feb 2019 System Upgrades
Video Tour
ShiftMatch Explainer Video
ShiftMatch App Video
YMCA GTA Staff video
Sick Kids staff video
Sisters of St Joseph staff video
YMCA Cambridge, Kitchener Waterloo video
Kids Help Phone video
Sick Kids Stores video
Download as PDF
ShiftMatch App Video
Previous Topic:
← ShiftMatch Explainer Video
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