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Manager Guide
Creating & covering a shift
Table of Contents
2.
Accepting an employee3.
Editing a published shift4.
Swift Shift - Introduction1.
Swift Shift - Introduction
What is Swift Shift?
A mobile Software as a Service (SaaS) solution that allows managers to cover shifts quickly
1. INCREASED FLEXIBILITY
Employees adjust their
availability anytime
5. PROFESSIONAL DEVELOPMENT
Share knowledge across sites/teams and
provide opportunity for engaged staff
2. SHORT NOTICE COVER
Email, push notification, SMS
4. CREATE REGIONAL STAFF BANK
Easily use staff across
multiple locations
6. RICH PROFILES
Role, skills, qualifications,
customisable
7. ANALYTICS
Real time visibility into
key performance indicators
8. CLOUD BASED
Desktop, Mobile, App
3. AUTOMATED COMMUNICATION
Two-way message system eliminates need
to call through staff lists
How to access Swift Shift
Available on any device, anytime
Visit web address: app.swiftshift.com
Your organisation may have a vanity URL
Employee app available at:
Get to know your Swift Shift app
REGIONS & SITES
Switch between regions/areas
and sites
YOUR PROFILE
Access your profile and admin
functions
NOTIFICATIONS
Alert allows managers to move
quickly through the app
DAY I WEEK
Change schedule view from day to week
SCHEDULED SHIFTS
View staff working, ‘green’ shifts
OPEN SHIFTS
Drag and drop to create new shifts
CREATE I PUBLISH
Create a new shift or publish saved shifts
Shift status
Simple colour system makes it easy to know the status of any shift
SAVED SHIFTS - GREY
Shift has been saved, but not published to the employee application. Only approved
managers can see these shifts.
OPEN SHIFTS - RED
Shift has been published to the mobile application only. No email, text message, or
push notification was sent. Ideal for shifts published into the future.
OPEN SHIFTS - YELLOW
Shift has been published to the mobile application and notifications sent via email, text
message, and push notification. Ideal for short notice or republishing ‘red’ shifts.
OPEN SHIFTS - PURPLE
Shift has received applications from employees. These shifts require the manager to
select an employee to add them to the shift.
SCHEDULED SHIFT - GREEN
Shift has been scheduled and will appear in the mobile application for the accepted/
scheduled employee.
Creating & covering a shift
Create a new shift
There are two ways to create a new shift
Click the icon.1. Drag and create2.
Edit shift details
Customise shift request based on your needs
Change staff member on shift or publish
shift as an Open Shift
Change the department (defined through
admin panel)
Change start/end time
NOTE: start time must be at least 1 hour
into the future
Add a message to any update or cover
shift when publishing
NOTE: Limit 140 characters for SMS
Saves shift with
out publishing
Publish shift, notifying
staff member
Cover a shift in 2 clicks
Go to shift you want covered and click the icon.
YELLOW SHIFT
Yellow shift at top, in open shift section, denotes shift request has been sent
Accepting an employee
Notifications
Managers are informed of staff applying to shifts through mobile and the web app
Example mobile notification: Web app notification center:
Tip!
Clicking a shift in the notification center will
take you directly to the shift.
In this case, the purple shift is the one we
want.
Accept Staff to Shift
1. Click purple shift 2. Select staff member
3. Click 4. Shift turns green when complete
Staff Messages
Employees are informed if they received the shift or not via SMS, Email, or Push Notification
Example acceptance email: Example decline email:
Editing a published shift
Click Shift
Start by going to the shift you want to edit and click on the shift
Once clicked, edit shift screen will open:
Edit Shift
Change staff member on shift or publish
shift as an Open Shift
Change the department (defined through
admin panel)
Change start/end time
NOTE: start time must be at least 1 hour
into the future
Add a message to any update or cover
shift when publishing
NOTE: Limit 140 characters for SMS
Deletes from
scheduler
Sends out cover
request
Publishes change,
notifying staff member
CONTACT US:
SUPPORT LINE: 0203 696 4402
EMAIL: SUPPORT@SWIFTSHIFT.COM
WWW.SWIFTSHIFT.COM
VISIT US TO LEARN MORE...
VISIT: SUPPORT.SWIFTSHIFT.COM FOR ONLINE KNOWLEDGE BASE
CLICK ‘SUPPORT’ IN APP

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Knowledge Base - Manager Quick Start Training Guide

  • 2. Creating & covering a shift Table of Contents 2. Accepting an employee3. Editing a published shift4. Swift Shift - Introduction1.
  • 3. Swift Shift - Introduction
  • 4. What is Swift Shift? A mobile Software as a Service (SaaS) solution that allows managers to cover shifts quickly 1. INCREASED FLEXIBILITY Employees adjust their availability anytime 5. PROFESSIONAL DEVELOPMENT Share knowledge across sites/teams and provide opportunity for engaged staff 2. SHORT NOTICE COVER Email, push notification, SMS 4. CREATE REGIONAL STAFF BANK Easily use staff across multiple locations 6. RICH PROFILES Role, skills, qualifications, customisable 7. ANALYTICS Real time visibility into key performance indicators 8. CLOUD BASED Desktop, Mobile, App 3. AUTOMATED COMMUNICATION Two-way message system eliminates need to call through staff lists
  • 5. How to access Swift Shift Available on any device, anytime Visit web address: app.swiftshift.com Your organisation may have a vanity URL Employee app available at:
  • 6. Get to know your Swift Shift app REGIONS & SITES Switch between regions/areas and sites YOUR PROFILE Access your profile and admin functions NOTIFICATIONS Alert allows managers to move quickly through the app DAY I WEEK Change schedule view from day to week SCHEDULED SHIFTS View staff working, ‘green’ shifts OPEN SHIFTS Drag and drop to create new shifts CREATE I PUBLISH Create a new shift or publish saved shifts
  • 7. Shift status Simple colour system makes it easy to know the status of any shift SAVED SHIFTS - GREY Shift has been saved, but not published to the employee application. Only approved managers can see these shifts. OPEN SHIFTS - RED Shift has been published to the mobile application only. No email, text message, or push notification was sent. Ideal for shifts published into the future. OPEN SHIFTS - YELLOW Shift has been published to the mobile application and notifications sent via email, text message, and push notification. Ideal for short notice or republishing ‘red’ shifts. OPEN SHIFTS - PURPLE Shift has received applications from employees. These shifts require the manager to select an employee to add them to the shift. SCHEDULED SHIFT - GREEN Shift has been scheduled and will appear in the mobile application for the accepted/ scheduled employee.
  • 9. Create a new shift There are two ways to create a new shift Click the icon.1. Drag and create2.
  • 10. Edit shift details Customise shift request based on your needs Change staff member on shift or publish shift as an Open Shift Change the department (defined through admin panel) Change start/end time NOTE: start time must be at least 1 hour into the future Add a message to any update or cover shift when publishing NOTE: Limit 140 characters for SMS Saves shift with out publishing Publish shift, notifying staff member
  • 11. Cover a shift in 2 clicks Go to shift you want covered and click the icon.
  • 12. YELLOW SHIFT Yellow shift at top, in open shift section, denotes shift request has been sent
  • 14. Notifications Managers are informed of staff applying to shifts through mobile and the web app Example mobile notification: Web app notification center: Tip! Clicking a shift in the notification center will take you directly to the shift. In this case, the purple shift is the one we want.
  • 15. Accept Staff to Shift 1. Click purple shift 2. Select staff member 3. Click 4. Shift turns green when complete
  • 16. Staff Messages Employees are informed if they received the shift or not via SMS, Email, or Push Notification Example acceptance email: Example decline email:
  • 18. Click Shift Start by going to the shift you want to edit and click on the shift Once clicked, edit shift screen will open:
  • 19. Edit Shift Change staff member on shift or publish shift as an Open Shift Change the department (defined through admin panel) Change start/end time NOTE: start time must be at least 1 hour into the future Add a message to any update or cover shift when publishing NOTE: Limit 140 characters for SMS Deletes from scheduler Sends out cover request Publishes change, notifying staff member
  • 20. CONTACT US: SUPPORT LINE: 0203 696 4402 EMAIL: SUPPORT@SWIFTSHIFT.COM WWW.SWIFTSHIFT.COM VISIT US TO LEARN MORE... VISIT: SUPPORT.SWIFTSHIFT.COM FOR ONLINE KNOWLEDGE BASE CLICK ‘SUPPORT’ IN APP