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

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

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.

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

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

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.

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.

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

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.

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

Back to your Self-Scheduling homepage.

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.

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.

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.

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.

You can see the location address and a map.

You can change to Details to see additional shift details.

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

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

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.

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

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

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

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

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.

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.

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