It’s never good when a shift is cancelled, either because a client has filled the shift, or because a staff member cannot make it. With this automation you can notify the correct person, update the shift details and calendars as well.
Cancellations can occur and anytime and often require each relevant team member to be updated. Forgetting to send the message in a timely manner can harm your brand reputation. This ultimately will negatively effect both your client and employee retention.
This automation will create a new field on the shift for cancellation type tracking, and add automations to notify teammates and even clients when cancellations are recorded.
A simple although powerful automation to remind an employee of an upcoming shift. Effective at reducing no shows and late clock ins, which can have dramatic benefits to labor costs, staffing efficiency and even retention.
No manager or scheduler wants to be asking “where is my team?” when they should have already showed up. Make it easy for your staff to follow through on the schedule and arrive on time for all shifts with a simple reminder. This reminder is an hour before the shift is scheduled to start but feel free to play around with the timing to maximize the effect for your team.
A very basic automation, that benefits from a few simple best practices. This automation is triggered anytime a shift is scheduled to start. Then with a timing modifier of 60 minutes before and a few conditions to make sure we don’t send messages we don’t need to. We will want a condition to make sure the shift is assigned, and published, and any other qualifications that you may have customized on your account. Keep in mind we only want these notifications to go out for confirmed shifts, that the employee needs to show up for, so filtering out drafts or cancelled shifts is an important step.
Finally the message can be delivered via text message (SMS), email or in-app with a push notification. You can decide how loud you want this message to be and configure the content of the message with the correct sense of urgency you want to convey.
Reduce overhead and let your schedulers and internal staff focus on creating efficient plans that don’t require last minute changes due to call outs or tardiness. Creating valuable reminders for your staff not only helps keep your operations running smoothly, but also avoids unneeded friction between your management and staff. These situations can result in lower retention, and performance, but are easily avoided with simple enhancements to your communication that make it easier for your staff to deliver on your plan.
Fill high value shifts with smart incentivizes. Activate this workflow to add a bonus to shifts that are less than 24 hours away. You can also increase the pay rate of a shift with this Short Notice shift workflow template.
For some teams, leaving a shift open or unassigned can result in disproportionately large loss in productivity, revenue or even morale. For other teams, such as staffing models, a open shift is a missed opportunity. With this automation you can reduce the number of shifts that go unclaimed, by creating a direct incentive that increases the value of the shift to your staff when the shift is still open as the clock to it’s start is ticking down.
Short notice shifts can put a burden on your team, and your admins. For staffing, short notice shifts from the client can incur and additional charge that is then passed along to the staff member who claimed the open shift. This automation is a great example of how TeamBridge can help you keep track of even the most custom workflows and processes.
In this case we will add a tag to the shift in order to make sure your team is paid correctly and you are reimbursed for such occurrences. You can even use our pay/bill rate matrix to automatically update the pay and bill rate associated with the shift to match your short notice policy.
Keep track of late clock ins with a simple tag. When the shift is scheduled to start, after a customizable delay, we will add the tag to the shift if your team member has not clocked in. This is a great way to quickly see shifts with late clock ins which can even be used to color code your calendar at a glance.
Although TeamBridge automatically alerts you to late shifts both on the home dashboard and on the calendar, a tag can make this more apparent if you unhide it on the calendar and make it clear even after the employee has clocked int.
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