In short. For a period, say what you cannot take and what you would like: in Calendar what applies to this period, in Rules what carries over from one period to the next. All that remains is to review and confirm. In doubt between the two words: Unavailability or preference.
Read the calendar
Two cells per day, the day and the night:
- red, Off: a rule or an absence;
- green, Preferred;
- blue, Requested;
- no color, Exception: available despite your rule.
Close or reopen a cell
Touch a cell to close it, touch it again to go back. A cell closed by a rule opens by exception.
Add an absence
- New absence, in the band at the bottom of the screen.
- Touch the first cell, then the last.
- Days, Nights or Both.
- Confirm.
To remove it, the cross on its row, under My answer for this period.
Request a shift
- Request a shift, in the band at the bottom of the screen.
- Touch the cells you want.
- Done.
The band counts what you have submitted against what your team allows. All your requests count, even those your manager set aside.
Say what you would like
In Rules, under What I would like: your shift length on weekdays and on weekends, and your leaning towards days or nights. Saved as soon as you change it. 24-hour shifts allow you to be given two shifts in a row.
Set your typical week
In Rules, under My slots, week after week, touch a cell to cycle it: free, preferred, unavailable, free.
Your team limits preferred slots, separately for weekdays and the weekend. Once the limit is reached, a free cell goes straight to unavailable.
Find your rules in the next period
Your wishes and typical week are copied from the previous period, provided you confirmed it. Your absences and requests are never copied.
What is refused
- An absence over a requested shift: "This absence covers a shift request". Delete the request, or cancel.
- A request on a closed cell: Request anyway lifts the unavailability for that cell only.
- One request too many: "Maximum reached"; remove one.
- After generation: "Input is closed for this period". Your answers stay visible.
If something is wrong
- "Your team now allows fewer preferred slots than you have declared": remove some so you can confirm.
- A period is missing: you only see those you take part in. Talk to your manager.