Organization Section: Select Lists

Modified on Wed, Sep 16, 2020 at 2:43 AM

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.

Type	Where Used	Required use if entered	Results
Time Reasons	Employees use time reasons when they clock in late	Yes	Reason is required when the employee clocks in late.
Shift Swap Reasons	Employee use swap reasons when placing a shift on the Swap Board	Yes	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 Board	No	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 Reasons	Schedulers use cancel reasons when they inactivate a shift	No	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

Delete a Reason or Shift Note