Here we'll share some powerful updates we've made to improve user experience in staff and schedule management. Streamlined workflows and enhanced usability, making it easier for both managers and frontline staff. Key improvements include renaming the lifeguard manager to the staff module and refining the staff view for better schedule management. We encourage you to explore these changes!
Chapters:
00:00 Introduction to Updates
0:16 Change From Lifeguard to Staff Manager
0:56 Schedule Manager Updates
Key Steps
Access the Staff Module
Navigate to the Staff Module (formerly Lifeguard Manager) within the management system.
Familiarize yourself with the layout and available features.
Utilize Custom Forms for Auditing
Locate and move custom forms designed for operations auditing to the Staff Module screen.
Use these forms to streamline the auditing process and track team progress.
Manage Schedules with New Terminology
Understand the updated terminology:
"Templates" for schedule templates.
"Time off requests" for leave requests.
"Shift requests" for sub-requests.
"Scheduled" for rostered shifts.
Use this terminology consistently to avoid confusion.
Navigate the Refined Staff View
Access the Open Shifts button to view:
Assigned shifts.
Open shifts available for pick-up.
Shifts posted for trade.
Ensure all shift management is done from this centralized location.
Post, Trade, and Claim Shifts
Use the system to post shifts, trade shifts, or claim open shifts directly.
Follow the built-in approval thresholds to maintain balanced schedules and avoid over-scheduling.
Track Shift Assignments and Requests
Regularly check the centralized dashboard for approved shifts and pending requests.
Ensure accurate scheduling and record-keeping by validating shift assignments and pickups.
Stay Updated on New Features
Be aware of upcoming features such as:
Time clock feature.
Ability to edit published or assigned shifts.
Option to unpublish schedules for changes after publication.
Tips for Efficiency
Familiarize yourself with the system layout and features during downtime to enhance your efficiency during peak hours.
Use the centralized dashboard to manage shifts and requests in one place, reducing time spent navigating different sections of the system.
Encourage team members to utilize the Open Shifts button to streamline their shift management process.
Regularly review and update your knowledge of new features as they are introduced to leverage the full capabilities of the system.
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