How To Add Employee Preferences

Introduction

This tutorial will guide you through the process of adding employee preferences, including unavailability and time-off requests, in the Shiftlab system. Understanding how to manage these aspects is crucial for effective workforce scheduling and ensuring employee satisfaction.

Step 1: Access the Employee Preferences Section

1. Log in to your Shiftlab account.
2. Navigate to the main dashboard.
3. Locate the "Employees" tab in the menu.
4. Select "Employee Preferences" from the dropdown options.

Step 2: Select an Employee

1. Once in the Employee Preferences section, find the list of employees.
2. Use the search bar to quickly find the employee you want to edit.
3. Click on the employee’s name to open their preferences page.

Step 3: Add Unavailability

1. Look for the "Unavailability" section on the employee's preferences page.
2. Click on "Add Unavailability."
3. Fill in the details:
   • Date: Select the date for the unavailability.
   • Time Range: Specify the start and end times.
   • Reason: Optionally, add a reason for the unavailability.
4. Click "Save" to confirm the entry.

Step 4: Submit Time-Off Requests

1. Find the "Time Off Requests" section on the employee's preferences page.
2. Click on "Request Time Off."
3. Complete the request form:
   • Start Date: Choose the beginning of the time off.
   • End Date: Choose the end date for the time off.
   • Type of Leave: Select from options such as vacation, sick leave, etc.
4. Click "Submit" to send the request for approval.

Step 5: Review and Edit Preferences

1. Return to the Employee Preferences section.
2. Click on the employee’s name again to view their current preferences.
3. To edit any existing entries, click on the respective "Edit" button next to unavailability or time-off requests.
4. Make necessary changes and click "Save" to update the information.

Step 6: Communicate Changes with Employees

1. After updating preferences, notify the employee about the changes made.
2. Use Shiftlab's messaging feature or direct communication to ensure they are aware of their updated status.

Conclusion

You have now successfully added employee unavailability and time-off requests in Shiftlab. Regularly updating and managing these preferences is vital for maintaining a smooth scheduling process and supporting employee needs. For future reference, consider exploring additional features in Shiftlab that can further enhance your scheduling capabilities.