Shift Management
Creating Shifts
Shifts can be created and managed, including the assignment of candidates to shifts, via the scheduling calendar. The exact process for creating a shift varies depending on which view is in use, although in each case it starts by clicking the for the desired date in the relevant row.
- Job View: The Account and Job will already be prepopulated and the user just needs to supply the shift details
- Account View: The user must also specify the Job - supports lookup customisation.
The Candidate View is used for assigning candidates to Shifts and creates a Candidate Shift linked to an existing Shift record instead - in this case the user must specify the Account, Job (lookup customisation supported) and Shift.
On Candidate Shift creation a Placement is automatically created and populated with the corresponding Candidate and Job details.
Field Configuration
It is possible to configure which fields are visible when creating or viewing a Shift, by creating a new Shift_Scheduler_Extra_Fields_Field_Set configuration metadata record:
| Field Label | API Name | Type | Required | Description |
|---|---|---|---|---|
| Label | MasterLabel | Text(40) | Yes | Shift Scheduler Extra Fields Field Set |
| Custom Metadata Record Name | DeveloperName | Text(40) | Yes | Shift_Scheduler_Extra_Fields_Field_Set |
| Value | seven20__Value__c | Text(40) | Yes | The seven20__Shift__c field set API name |
| Active | seven20__Active__c | Checkbox | No | Indicates whether this setting is active or not |
Managing Shifts
Existing shifts can be managed on all views by clicking on the yellow header of the shift card, which opens a modal. From within the shift modal the user can amend the shift details, see assigned candidates and add new candidates to the shift. The modal also displays the job's Rate Cards for reference.
Users can also click on the Candidate Shift and Candidate details within the shift cards, which will open the relevant record in a new tab.