1) What is an open shift?
An open shift is a shift that is not assigned to a specific employee during its creation. Open shifts are useful for:
1- Finding volunteers to take the shift
2- Create a Shift Template
When you publish an open shift, Agendrix will send a notification to all available employees following these criteria:
The employees must have the same position and location
The employees must not have a conflicting shift in their schedule
The employees must not have an approved leave request in their schedule
By default, open shifts must be assigned to a volunteer by a manager, but it is possible to remove the need for approval and go on a First comes, First Served basis.
It is also possible to allow employees with a conflicting shift in their schedule to apply on an open shit. Simply select the "Employees can apply for open shifts that are in conflict with their schedule" option.
2) Creating an open shift
In the "Open shifts" row at the top of the scheduler, click the + sign to add a new open shift on the desired date
You can also specify the number of employees required in the "quantity" field, and assign this shift to more than one volunteer if necessary.
Note that you must publish the open shift in order for employees to receive a notification.
3) Via the "Create" button
You can also create an open shift via the "Create" button in the top left corner of the planner.
You'll then be taken to the window for creating your open shift.