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Scheduling2:40
Filling open shifts
Open a shifts workspace, filter for unassigned work, broadcast to qualified staff, use recommendations, and track acceptance.
Operational question
How does an open shift move from uncovered work to a confirmed assignment?
Before Teambridge
Schedulers are looking at a shift that has no assigned worker and need to decide whether to broadcast broadly, target a smaller qualified group, or use recommendations.
After setup
The shift has a clearer path to coverage: eligible workers are contacted, responses are visible, and the final assignment is tied back to the shift record.
Setup you should understand
- A Shifts collection with start time, end time, role, location, and assignee fields
- Worker records with role, location, availability, and communication details
- A workspace tab for unassigned or open shifts
- Broadcast or recommendation rules for eligible recipients
What to watch for
- The shift workspace is the operating surface
- Eligibility comes from linked worker, role, and location data
- Outreach and assignment stay connected to the same record
- The admin can compare broad broadcast with targeted recommendations
Video takeaways
The main ideas to retain after watching
- Filter open shifts
- Broadcast to eligible workers
- Use recommendations
- Assign after acceptance
Related concepts
CollectionsWorkspacesAccess groupsPolicies
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