Do you ever find yourself reminding your employees to fill out their daily forms after they complete their shifts? Or perhaps, go over relevant training, and fill out a survey during or after their shift? With our new schedule Shortcut capability, you can now insert an internal link through the user's shifts sending the users directly to the relevant content with a click of a button. Managers can use this capability both through the dashboard or on the go via the mobile app.
In this article we will go over:
How to Insert Shortcuts Into shifts From the Dashboard
Shortcuts are internal links that can be added to a variety of features such as a shift or a task. To insert them into the shift follow these steps:
Access the "Job Scheduler" category on the left of your sidebar.
Once entering the Schedule lobby press on the "Access Schedule"
Create a shift for an individual user or a group shift, or edit an exciting shift
In the "Notes" section, press on the " Attach" tab.
Once the attachments options appear, click on the "shortcuts" tab
Select the relevant content you wish to insert into the user's shift
Don't forget to click on publish, in order to notify your team about their new shift, or save it as a draft.
Your users have now been assigned to a shift with an internal link to the relevant content in the app!
The Shortcuts can be added from various features: Chat, Updates, Quizzes, Time Clock, Forms, Job Schedule, Forms, Quick Tasks, Courses, Events, Knowledge Base, Rewards, Documents, Recognitions, Recognitions, Celebrations, and more!
Pro Tip: To learn more on How to use Shortcuts on all features, click here.
How to Insert Shortcuts Into Shifts From the App
Enter the mobile app and press on the "Admin tab" at the bottom left
Once there, select the "Job Scheduling" feature.
Click on the "Add shift" tab located at the bottom of the page
Once creating the shift, press on the pin icon located in the " Attachment" section
Once the drop-down appears, click on "Shortcuts".
Select the relevant content you wish to insert into the user's shift
Don't forget to click on publish, in order to notify your users about their new shift, or save it as a draft.
Pro Tip: To learn more about the Admins Tab, click here. To learn more about the Schedule Management from the mobile app click here.
What do Shortcuts Look Like From the User's View
Once you add shortcuts to the shift, your employees will gain easy access to everything they need to go through their shifts smoothly and effortlessly, here is what it looks like from the Users View.
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