Client Platform New Features
Use this to work on documentation before new features go live.
Staffing Features
- NEW! How do I boost when creating one or more IntelyPro requested shifts?
- NEW! How do I modify Boost and Overtime settings for requested shifts?
- REPLACE! How do I boost a single IntelyPro requested shift?
- REPLACE! How do I boost multiple IntelyPro requested shifts?
- REPLACE! How do I boost all IntelyPro requested shifts?
- REPLACE! How do I apply overtime to a shift?
Scheduling Features
Staffing Updates
- Click SCHEDULE in the top navigation
- Click REQUEST STAFF in the secondary navigation
- Add one or more shifts to your Cart, then click the VIEW CART button
- Click the SUBMIT REQUESTS button
- In the Submitted Requests popup (shown), click See Boost Options
- Select the Boost Amount and Allow Overtime settings
- Click the Boost All Shifts button, then click Done

- Click SCHEDULE in the top navigation
- Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
- Hover over one of the shifts you would like to update and click Modify:

- If desired, select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
- Select the Boost Amount and Allow Overtime settings in the popup, then click Boost:

NOTE: Once a shift has been boosted, you can modify the boost settings (as shown above), but you cannot completely remove the boost. To remove the boost, delete the shift request and re-enter the shift.
- Click SCHEDULE in the top navigation
- Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
- Select the shift you’d like to boost and click the Boost Shift button:

- Select the Boost Amount in the popup, then click Boost:

- Click SCHEDULE in the top navigation
- Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
- Select one of the shifts you’d like to boost and click the Boost Shift button:

- Select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
- Select the Boost Amount in the popup, then click Boost:

- Click SCHEDULE in the top navigation
- Click the BOOST ALL PENDING REQUESTS button:

- The Boost Popup will show how many shifts will be impacted (126 in this example)
- Select the Boost Amount, then click Boost

- Click SCHEDULE in the top navigation
- Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
- Select one of the shifts you’d like to change Overtime Settings for and click the Boost Shift button:

- Select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
- Select the setting from Allow Overtime in the popup, then click Boost:

Scheduling Updates
- Click DASHBOARD in the top navigation
- Click the CREATE SHIFT button
- In the Create Shift dialog, choose Standard, then select the Date, Shift Time, Shift Location, and Shift Type
- Click the Create Shift button (then fill the shift later) OR click the Assign to this Shift button (see further instructions below)

- In the Fill Open Shift dialog, search for and choose one or multiple staff members
- If single, click the ASSIGN TO THIS SHIFT button; if multiple, click the ADD TO REQUEST button

- Click DASHBOARD in the top navigation
- Click the CREATE SHIFT button
- In the Create Shift dialog, choose Partial, then select the Date, Shift Start/End Times, Shift Location, and Shift Type
- Click the Create Shift button (then fill the shift later) OR click the Assign to this Shift button (see further instructions below)

- In the Fill Open Shift dialog, search for and choose one or multiple staff members
- If single, click the ASSIGN TO THIS SHIFT button; if multiple, click the ADD TO REQUEST button

- Click SCHEDULE in the top navigation
- Locate the day you would like to print
- Click PRINT SUMMARY in the upper right
- Select your Print Options
- Click the CONTINUE button to request the PDF
- A PDF will download to your computer
NOTE: Census data will be included in all PDFs based on your Census Settings.
