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Self-Scheduling for employees

Self-Scheduling empowers employees to easily select their preferred shifts with just a click

C
Written by Celayix Support
Updated this week

The Self-Scheduling tool in the Team Xpress app gives you the flexibility to create your own schedule by selecting the shifts that work best for you.

The Self-Scheduling tool in the Team Xpress app gives you the flexibility to create your own schedule by selecting the shifts that work best for you

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

How to find Self-Scheduling in Team Xpress

How to pick up shifts using Self-Scheduling

Self-Scheduling preferences


How to find Self-Scheduling in Team Xpress

If Self-Scheduling is enabled for your account, you'll see it as an option at the top of the 'Schedule' section in your Team Xpress app.


How to pick up shifts using Self-Scheduling

Once your Self-Scheduling setup is complete, you can assign yourself to shifts.

To find shifts, select your desired date range and click the orange arrow to begin your search.

To find self-scheduling shifts, select your desired date range and click the orange arrow to begin your search.

Once you've clicked the search button, all available shifts you qualify for will appear.

If you want to see the location address along with a map, simply click on the shift, and the details will appear.

Once you've clicked the search button, all available shifts you qualify for will appear

To pick up a shift or multiple shifts, simply check the box next to the shift and press 'Schedule me.'

To pick up a shift or multiple shifts, simply check the box next to the shift and press 'Schedule me'

If you've been successfully assigned to a shift(s), you'll see a green message that says, 'You have been assigned to these shifts.'

If you've been successfully assigned to a shift(s), you'll see a green message that says, 'You have been assigned to these shifts'

The shift(s) you selected could not be scheduled

Due to various factors, it’s possible that even after selecting a shift or group of shifts, you may not be assigned to them. This could be because:

  • Someone else was assigned before you

  • The request didn’t meet business rules, such as selecting overlapping shifts that result in a double booking.

The image below shows an employee attempting to self-schedule for two shifts with the same date, start time, and end time.

The image shows an employee attempting to self-schedule for two shifts with the same date, start time, and end time

As shown, the error occurs because business rules are not being met. Employees cannot work two shifts in different locations at the same time.

'The shift(s) you selected could not be scheduled' error occurs because business rules are not being met

Self-Scheduling preferences

This section is designed to help you optimize your search for Self-Scheduling shifts by displaying only the ones that you're interested in picking up.

Set preferences

Before selecting your date range or choosing a shift type, we highly recommend setting your preferences so that your defaults align with the parameters you plan to use.

Click 'Set preferences' to begin.

Before selecting your date range or choosing a shift type, we highly recommend setting your preferences so that your defaults align with the parameters you plan to use

Show map of site location

You can select 'Show map of site location' if you'd like to see the shift's site location. This can help you determine if the shift is worth your time based on the distance you're willing to travel.

ou can select 'Show map of site location' if you'd like to see the shift's site location

When searching for shifts, you can click on a shift to view the site address of the location.

When searching for shifts, you can click on a shift to view the site address of the location

Set start to and Set end date to

You can pre-set your start and end dates. For example, you might set your start date to default to 2 days from now, and your end date to default to 9 days after the start date. This can align with the days and times you typically pick up shifts at your company.

You can pre-set your start and end dates to align with the days and times you typically pick up shifts at your company

Highlights shifts

You can highlight specific days and times for shifts to help align with your availability, while blocking out times when you're unavailable due to other commitments.

You can highlight specific days and times for shifts to help align with your availability, while blocking out times when you're unavailable due to other commitments

Contact support

For technical support, please contact Celayix Support.

For any issues related to your account or schedules, please reach out to your company's supervisor or scheduler.

Celayix: Employee Scheduling Software
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