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Automatically flag orientation shifts

At a Glance

Flag shifts at new locations to proactively assign trainings or adjust pay & bill rates for orientation.

The automation details for this template in Teambridge

Why automate it?

New site assignments often require extra training or adjusted billing. This automation helps you identify orientation shifts before they start, without relying on manual tagging.

How does it work?

The system checks if a user is scheduled at a location for the first time. If so, the shift is flagged as an Orientation and can trigger workflows for training assignment or rate adjustments.

Type
Automation
Use cases
Onboarding
Recruiting
Time Sheets

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