Select Lists

Use the Select Lists link under the Lists tab to create lists of reasons that document

why actions occur. Once you set up lists here, you can select reasons on other pages.

In addition, add shift notes to document why shift changes occur. Refer to the following Summary Chart.

  • Swap Reasons
  • Reassign Reasons
  • Cancel Reasons
  • Time Reasons
  • Shift Notes


TypeWhere UsedRequired use if enteredResults
Time ReasonsEmployees use time reasons when they clock in lateYes
  • Reason is required when the employee clocks in late.
Shift Swap
Reasons		Employee use swap reasons  when placing a shift on the Swap BoardYes
  • Reason is required when employee is posting a shift to Swap Board.
  • Reason is visible in individual Shift History on the Edit pop-up in the Schedule section. While it is not visible on the summary tab for Shift audit trail history, it is visible on the Swap Board.
  • Does not show in Employee portal on the Swap Board.
  • In Reports, the reason is retained only if the shift is actually swapped.
Shift Reassign
Reasons		Employee use swap reasons  when placing a shift on the Swap BoardNo
  • Is used by Scheduler when manually reassigning a shift to a different employee to

    show why it was reassigned.

  • If used, is part of the History audit trail on the individual shift.

  • Is also able to be viewed and filtered on in Reports > Designs.

Shift Cancel ReasonsSchedulers use cancel reasons when they inactivate a shiftNo
  • Shift displays as grayed out (Inactive) on Schedule in Location and Employee portals
  • Audit history (Edit shift/Status tab) shows timestamp & user of all inactive and reactivated actions.
  • Shift can be enable/reactivate at any time (Edit Shift/Status tab).
  • Reports: Column “inactive code” shows inactive/cancelled or 0=active shift.

Add a Reason or Shift Note

  1. Select Organization from the main menu.
  2. Select Lists > Select Lists.
  3. Select the type of reason you would like to add.
  4. Type the Name.
  5. Select Add. A list of reason displays.



Delete a Reason or Shift Note

  1. Select Organization from the main menu.
  2. Select Lists > Select Lists.
  3. Select the type of reason or shift note you would like to delete.
  4. Select x Delete. Pop-up window prompts: Delete Item?
  5. Select OK.