JoinedUp

How to navigate around the Bookings Overview screen

Bookings Overview screen

How to cancel shifts with no worker assigned in bulk

Cancelling multiple unallocated shifts

As a lead agency you can choose to share shifts with Partner Agencies to fill shifts

Sharing shifts with a Partner Agency (Branch screen)

How to accept workers that have been proposed to you by your partner agencies

Accepting proposed workers (Branch screen)

What the different statuses for shifts shared with Partner Agencies mean on the Branch screen

What do the partner statuses on the Branch screen mean?

Maximum limit added for allocating workers in batches

Batch allocation limit

How to override the rates in the shift template on the Branch screen

Overriding shift template rates

How to create a group of sites, clients, branches or shift templates for reporting purposes

Creating Reporting groups

I need a new branch to link sites, workers or users to

Adding a new branch

Link a worker to your Branch on your planning screen

Linking a Worker to a Branch

Post Shifts allows clients to post their own bookings, while Order Types help agencies to manage fill rate expectations with customers

Managing changing requirements using Post Shifts and Order Types

Link a Site to a Branch on your Allocation screen

Linking and Unlinking Sites to Branches

A handy context menu on the on site planning screen.

Shifthopper Menu

Automatically match shifts to large volumes of workers on the on site allocation screen

Allocation Wizard

Copy your shifts from one week to another on the Branch screen.

Copying Shifts on the Branch Allocation Screen

How to set a shift pattern for your workers

Shift Patterns

You can change planned start times for multiple people on multiple days

Change multiple planned start times (on-site)

Ready to plan your workers? Here's how to book your shifts.

Add a booking or create a shift (onsite only)

You can cancel all or multiple shifts from the on-site shift allocation page

Cancel multiple shifts

How to setup and switch on auto-creation of shifts on JoinedUp

Shift Auto-creation

How to deallocate a worker booked on a shift or cancel a shift entirely

Deallocate a worker or cancel a shift

If your client sends you requirement by e-mail or spreadsheet you can paste this information into the plan as unfilled shifts

Pasting your requirement into the on-site plan

You can copy multiple shifts to another week from the on-site shift allocation page

Copy shifts to another week (on -site)

Use the tick boxes to select workers and create a booking for them

Plan shifts for multiple workers (on-site)

How to add a worker to unfilled shifts

You can amend planned workers from a booking by deallocating them from shifts

Changing workers in a booking

You can easily edit start times of the shifts before publishing them from the on-site shift allocation page

Edit start times before publishing shifts(on- site)

If you use the two step planning process you can now publish shifts in bulk

Publish all your shifts

How to create a shift on the branch screen

Add a booking or create a shift (Branch screen)

Elizabeth Gunn

Iwona Jakobczyk

Tom Caban

Planning Shifts

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