Atlas Scheduling lets you send your open shifts in order of seniority or select the people you wish to offer the shift to.
When sending shifts by seniority, the most senior employee is notified first, and they're asked to accept or decline the shift within a set period.
If the employee accepts the shift, it is automatically assigned to them. If they decline the shift, the next most senior employee is notified and has the same options, and so on until the shift is assigned.
Important: Employees may decline an open shift whether it has been offered by seniority or to all employees.
Enabling the option to offer open shifts by seniority
The administrator can activate the feature to offer open shifts according to seniority by following these steps:
Click Settings from the left navigation menu.
Click the Scheduling submenu.
Scroll down to the Seniority section.
Activate the option Offer open shifts by seniority.
Set a Response time limit (see below).
Click Save to confirm these settings.
The response time limit corresponds to the time allotted to the most senior employee to accept or refuse the shift to be filled. Once the time limit passes, the shift is automatically sent to the next person if the employee has not responded.
Offering open shifts by seniority
To offer an open shift to your employees based on seniority, start by creating a new shift in the Open shifts section under Schedule. You can refer to this article for more details.
By default, the option to offer shifts in order of seniority is activated. If you wish to modify the criteria, click on Manage audience.
You can exclude employees who would work overtime if they accepted the shift and manually exclud certain employees.
If you deactivate the By seniority option, shifts are sent to all the people selected without prioritizing seniority, and you must assign the shift to one of the people who volunteers.
By choosing this method, which does not prioritize availability, you still have the following options:
Exclude employees in overtime situation.
Allow employees with conflicting shifts to apply (see below).
Manually remove certain people.
The Allow employees with conflicting shifts to apply setting must first be activated by an administrator to appear. This setting can be activated under Settings > Scheduling > Approval.
Once you've selected the right options, click Save, then Create, and finally Publish so that the assignment process can begin!
Important: This feature only considers seniority based on hire date. If you've added the option to calculate seniority based on hours worked, this feature will still use hire date.