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Call Lists
When employees call out sick, or an unexpected need to cover extra shifts comes up in the schedule, managers and staffing officers need to identify and contact available employees quickly.
2:18
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Coverage
Coverage refers to the amount and type(s) of employees required in a specific location and time to accomplish the anticipated workload.
2:21
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Schedule Rules, Constraints, and Violations
Schedule rules are guidelines that organizations must enforce or monitor in the schedule. They are typically determined by organizational policies; union rules; national, state, or local regulations; or regulatory board guidelines.
2:33
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Scheduling Locations
A scheduling location is the area of an organization’s business structure where an employee is assigned to work, for example, a specific unit or department and job.
1:04
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Shift Patterns
A shift pattern is a collection of recurring shifts that frequently apply to one or more employees. Shift patterns can easily be assigned to employees, making it easier for managers to create schedules.
1:45
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Shift Swaps or Shift Trades
A shift swap, sometimes called a shift trade, is a scheduling action that occurs when two employees exchange their scheduled shifts.
1:08
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Shifts
A shift is a specific span of time that an individual employee works or is scheduled to work. A shift includes start and stop times and could include any breaks.
1:21
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Skills
A skill is a specialized ability or attribute of an employee that can be tracked in the system to match the right employees with the right shifts, such as language fluency, communicate skill, and so on. Skills do not expire.
1:18
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Staffing
Staffing refers to tasks related to maintaining work coverage during the current schedule period, especially in the current 24-hour period (Today/Tomorrow).
1:44
