Self-Scheduling for Employees

Self-Scheduling allows employees to choose their desired shift with a simple click

C
Written by Celayix Support
Updated over a week ago

The Self-Scheduling tool gives you the opportunity to create your own schedule through picking the shifts that you want to work.

Self-Scheduling in Team Xpress

This article will cover the following on Self-Scheduling in your Team Xpress app:

Finding Self-Scheduling in Team Xpress

Self-Scheduling in Team Xpress


Finding Self-Scheduling in Team Xpress

If Self-Scheduling is enabled for your account, then you'll be able to find it as an option in the Schedule in your Team Xpress app.

Self-Scheduling in Team Xpress

Let's look at the process you'll go through when search and booking Self-Scheduling shifts.


Self-Scheduling - The Process

This section will break down the process you'll go through when booking shifts using Self-Scheduling.

Set preferences

Before selecting your date range or choosing a shift type, we'd highly encourage that you Set preferences so that your default matches the parameters you expect to use.

Set preferences in Self-Scheduling in Team Xpress

You can choose to set your start date and end date to be pre-set. For example, you could choose your start date to default to 2 days from now, and your end date to default to 9 days from the start date.

Set start date to and Set end date to in Set preferences in Self-Scheduling in Team Xpress

You can also choose to highlight specific shifts. For example, shifts Monday-Friday between the hours of 5pm and 2am.

Highlight shifts in Set preferences in Self-Scheduling in Team Xpress

If you have a filter choice, you can select one of the filters. Typically, a filter would be a particular Customer, Site or Service type of shift.

Filter open shifts in Set preferences in Self-Scheduling in Team Xpress

You'll see your parameters are now set as default.

Preferences set in Self-Scheduling in Team Xpress

Back to your Self-Scheduling homepage.

Choosing date range

If you aren't setting preferences for your search, then you can choose a date range to reflect the days you're interested in working.

These will check the system for any shifts that you are qualified to work in the given date range.

Choosing date range in Self-Scheduling in Team Xpress

Self-Scheduling filters

If you want to search for a specific Customer, Site or Service, you can use your filters to narrow down the search. Click the dropdown to choose the option that suits your search the best.

Note: Not all companies provide filters for Self-Scheduling.

Self-Scheduling filters in Self-Scheduling in Team Xpress

Show map of site location

Show map of site location can be used so that you can view the location of a site before Self-scheduling onto a shift in Team Xpress.

It is located inside the Set preferences in Self-scheduling.

Note: If you cannot see this option, please contact your supervisor.

Show map of site location for Self-scheduling in Set preferences in Team Xpress

Let's look at how you can use Show map of site location.

Once check marked in your preferences, you can search for shifts in Self-scheduling. You need to click on a shift to see the location.

Click on the shift to see the shift location

You can see the location address and a map.

The shift location will be shown under Map

You can change to Details to see additional shift details.

You can switch to Details to see the Shift details

You must then press the back arrow to go back to the main Self-scheduling page.

Click the back arrow to go to the Self-scheduling home page

From here, you can check mark and press Schedule me to pick up the shift.

Check mark the shift and press Schedule me to assign to it

DO NOT select filters that don't match

If you have the option to select two or more filters, please ensure that you choose the same filters to match. Otherwise, you may NOT see any shifts.

An example could be that you select one filter to show All shifts, and the other, just a single service such as Armed Guard only. This may cause the system to become confused with your request, and therefore you may not see any shifts.

Filters that do not match in Self-Scheduling in Team Xpress

If you have any concerns regarding your Self-Scheduling filters, then please contact your supervisor.

Searching for Self-Scheduling shifts

When you're content that all parameters are in place for your search, then you can press the Find option (arrow).

Pressing Find to search for Self-Scheduling shifts in Self-Scheduling in Team Xpress

Choosing and scheduling for Self-Scheduling shifts

Once you press Find, any shifts that you're able to work will be listed.

Shifts listed after pressing Find to search for Self-Scheduling shifts in Self-Scheduling in Team Xpress

If you want to work a shift, you need to select it by ticking the checkbox, and then pressing Schedule me.

Ticking the checkbox to choose a shift before pressing Schedule me in Self-Scheduling in Team Xpress

If successful, you'll be greeted with a message telling you that you've been assigned the shift(s). These shifts will appear inside of your Schedule.

You have been assigned to these shifts in Self-Scheduling in Team Xpress

If unsuccessful, you'll be greeted with a message telling you that you've the shift(s) could not be assigned to you.

The likeliness is that somebody else selected the shift prior to you. There is also the chance that it had clashed with another shift that you had applied to work.

Note: If you place checkmarks against more than one shift at once, then you must be eligible to fill them all. You either get all of the shifts you asked for, or none.

This is to ensure that you don't put checkmarks against everything and expect the system to assign them to all that are available.

The shift(s) you selected could not be scheduled in Self-Scheduling in Team Xpress

For more information on Self-Scheduling, please Contact Support now!

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