What is an Open shift?
An Open shift can be created the same way would create a regular shift, only it is not assigned to a specific employee.
Instead when you publish an open shift, Atlas Scheduling will send a notification to all available employees matching its position. They can apply on it if interested.
By default, Open shifts must be assigned among volunteers by a Manager, but it is possible to remove the need to approve and go on a "First comes, First Served basis"
Who can volunteer?
To be eligible to volunteer, employees must meet the following criteria:
Have the same Location as the Open shift
Have the same Position as the Open shift
Not have an approved Time off
Not have a conflicting shift on the schedule
IMPORTANT: You can authorize employees to apply on an Open shift that is in conflict with their schedule by activating this setting (See above).
Creating an Open shift from the Schedule
IMPORTANT: Make sure that the Hide open shift option is unchecked in the filters on the left of the screen.
Under Schedule, you will have a row for Open shifts at the top of the calendar. Hover over the desired day, then click on New open shift.
Alternatively, you can also create an open shift via the "Create" button in the top left-hand corner of the planner.
Creating an open shift is the same process as creating a regular shift, however you will also specify the number of employees required in the Quantity field, to allow you to assign this shift to more than one volunteer if necessary.
Once created, you must Publish the open shift in order for employees to receive a notification.
Assigning an Open shift via the scheduler
Unless the organization settings are set to "First Arrived, First Served basis" as mentioned above, you will need to assign the open shift among volunteers.
Each time employees apply on an open shift you will be notified.
You will see volunteers directly on the open shift
To assign using the website, click here. If you are on the Mobile app, follow this procedure instead.
Open shifts with a conflict
If this option has been activated by an Administrator, employees who are already scheduled can volunteer for a shift that conflicts with their existing schedule.
When assigning a shift, you'll see the words Conflicts and you'll be able to manage the conflict directly by clicking on Manage conflict icon, which will allow you to delete the conflicting shift or transfer it.
You can also assign the shift, leaving the conflict to be dealt with later.
Use filters to improve decision-making
Click in the lists to change the order in which volunteers are presented (see orange boxes). You can order volunteers by
First or last name
Seniority
Employee number
