New Shift planner Updates in Salesforce!🚀
We're happy to announce some new updates and improvements for our Shift planner feature. One of our main goals for these new updates was to give Admins/shift managers complete visibility and access for them to schedule shifts and view shifts across all locations in Salesforce.
Multi-Location and Single-Location Mode
Before now, the shift planner could only be accessed through a specific location and shifts could only be scheduled based on that location. Now, you can view your shift planner showing all employees from all locations or filter by multiple locations at a time.
To access your multi-location shift planner, you start by navigating to the "Attendance" page and clicking on the 'manage shifts' button under the shifts sub-menu.
Users can still have the option to view shifts from a single location by selecting a specific location from the dropdown on the right side of the header bar. Open shifts can only be viewed and scheduled when in single locations mode.
Improved Filtering options
We have improved our filtering options across multi-location and single-location shift planner views. Users can filter by department, skills and locations in multi-location views. We introduced filter pills to help you easily remove a specific filter without having to reset them. These pills will appear at the top of the planner and all employee shifts relevant to the filtered options will appear which also include invited employees.
Departmental and Location View
We also created different access paths for shift managers to view and schedule shifts through specific segments. Similar to the location-based shift planner view, users can also view shifts based on departments through the shifts block on the departments' record pages as well as through the locations record page
Visible colours for predefined shifts in draft state.
Before now, we could not see the colour of our set predefined shifts in the draft state. So we made the outline of the drafted shift as well as the text of the time period in the predefined colour so you can ensure that you're getting the right colour-coded shifts before publishing.
Skills in Shift Planner
To avoid too many unnecessary skills being displayed in the shift planner, we have added an option to indicate when creating a skill if it should be used in shift planning. All employee skills that show in the shift planner are only those that were selected to be used in the shift planner when they were created
For some of our users who are not keen on change and are comfortable and familiar with the current process and will like to continue using it, we have decided to preserve the original shift planner which we now call "shift planner classic". This can be found in the dropdown menu in the shifts block of the location page
Try them out and share with us your feedback!