Client Platform New Features

Use this to work on documentation before new features go live.

Staffing Updates

 

How do I boost when creating one or more IntelyPro requested shifts?

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  1. Click SCHEDULE in the top navigation
  2. Click REQUEST STAFF in the secondary navigation
  3. Add one or more shifts to your Cart, then click the VIEW CART button
  4. Click the SUBMIT REQUESTS button
  5. In the Submitted Requests popup (shown), click See Boost Options
  6. Select the Boost Amount and Allow Overtime settings
  7. Click the Boost All Shifts button, then click Done
Boost During Shift Request
 

How do I modify Boost and Overtime settings for requested shifts?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
  3. Hover over one of the shifts you would like to update and click Modify:
Modify Boost and Overtime Settings
  1. If desired, select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the Boost Amount and Allow Overtime settings in the popup, then click Boost:
Modify Boost/Overtime Popup

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.

 

How do I boost a single IntelyPro requested shift?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shift falls on – you’ll see a list of shifts for that day underneath the calendar
  3. Select the shift you’d like to boost and click the Boost Shift button:
Boost Shift Button
  1. Select the Boost Amount in the popup, then click Boost:
Boost Single Shift
 

How do I boost multiple IntelyPro requested shifts?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
  3. Select one of the shifts you’d like to boost and click the Boost Shift button:
Boost Shift Button
  1. Select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the Boost Amount in the popup, then click Boost:
Boost Multiple Shifts
 

How do I boost all IntelyPro requested shifts?

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  1. Click SCHEDULE in the top navigation
  2. Click the BOOST ALL PENDING REQUESTS button:
Boost All Pending Requests
  1. The Boost Popup will show how many shifts will be impacted (126 in this example)
  2. Select the Boost Amount, then click Boost
Boost All Popup
 

How do I apply overtime to one or more shifts?

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  1. Click SCHEDULE in the top navigation
  2. Locate and click on the day the shifts fall on – you’ll see a list of shifts for that day underneath the calendar
  3. Select one of the shifts you’d like to change Overtime Settings for and click the Boost Shift button:
Boost Shift Button
  1. Select more shifts by clicking to the left of the shift (the popup will increment the number of shifts selected)
  2. Select the setting from Allow Overtime in the popup, then click Boost:
Update Overtime Settings on Shift

Scheduling Updates

 

Where is the create shift button?

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To streamline the interface, we moved the Create Shift button to the top of the daily schedule, and also placed one on each shift time, as shown below.

Create Shift Button
 

How do I create and/or assign a standard shift?

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  1. Click DASHBOARD in the top navigation
  2. Click the CREATE SHIFT button
  3. In the Create Shift dialog, choose Standard, then select the Date, Shift Time, Shift Location, and Shift Type
  4. Click the Create Shift button (then fill the shift later) OR click the Assign to this Shift button (see further instructions below)
Create a Standard Shift
  1. In the Fill Open Shift dialog, search for and choose one or multiple staff members
  2. If single, click the ASSIGN TO THIS SHIFT button; if multiple, click the ADD TO REQUEST button
Assign a Standard Shift
 

How do I create and/or assign a partial shift?

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  1. Click DASHBOARD in the top navigation
  2. Click the CREATE SHIFT button
  3. In the Create Shift dialog, choose Partial, then select the Date, Shift Start/End Times, Shift Location, and Shift Type
  4. Click the Create Shift button (then fill the shift later) OR click the Assign to this Shift button (see further instructions below)
Create Partial Shift
  1. In the Fill Open Shift dialog, search for and choose one or multiple staff members
  2. If single, click the ASSIGN TO THIS SHIFT button; if multiple, click the ADD TO REQUEST button
Assign Partial Shift
  1. Click SCHEDULE in the top navigation
  2. Locate the day you would like to print
  3. Click PRINT SUMMARY in the upper right
  4. Select your Print Options
  5. Click the CONTINUE button to request the PDF
  6. A PDF will download to your computer

NOTE: Census data will be included in all PDFs based on your Census Settings.

Print Summary