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| Core Scheduling & Communication |
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| Auto Scheduling Assigns optimal resources by matching shift needs to resources based on qualifications, location, availability, OT status, seniority, and many more. |
Yes |
Yes |
| Automated Notifications & RemindersTrigger-based automated notifications alert workers to important schedule updates and alert them about upcoming shifts. |
Yes |
Yes |
| Site BrandingApply your company logo and color scheme to your Shiftboard site. |
Yes |
Yes |
| Multiple LanguagesOffered in English, French Canadian, and Latin-American Spanish. |
Yes |
Yes |
| Configurable Shift DetailsAdd important information to include in shifts. Can vary by team or profile type. |
Yes |
Yes |
| Employee Self Service |
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| Mobile AppsNative iOS and Android experiences make it easy for workers to manage their schedule, request time off, clock in, and access other functionality. |
Yes |
Yes |
| Schedule PreferencesEmployees can indicate their availability to work showing their free or busy time. |
Yes |
Yes |
| Shift TradingOrganize shift trading. You can enable your staff to manage their trades. Configurable with or without manager approval. |
Yes |
Yes |
| Self SchedulingThis option allows employees to select and pick up shifts for which they qualify. |
Yes |
Yes |
| Time Off RequestsManage time-off requests with manager approval. |
Yes |
Yes |
| Automatic Shift RemindersShift reminders help remind your team of upcoming shifts via text or email. (Premium SMS required). |
Yes |
Yes |
| Advanced Scheduling |
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| Intelligent Auto Scheduling Optimize resource assignment by matching shift needs to resources based on qualifications, location, availability, OT status, seniority, and more. |
Yes |
Yes |
| Team-Based Scheduling Highly flexible virtual groupings of workers by location, job, or any other grouping that aligns with the way you work and schedule employees. Tailor scheduling and communication around the specific needs of that group. |
Yes |
Yes |
| Custom ProfilesDefine the profile information you need to schedule your staff. |
Yes |
Yes |
| Standby ListsAutofill “call-offs” from pre-defined standby lists. |
Yes |
Yes |
| Shift Pick-UpPost open shifts for any qualified and available employees to pick up immediately. OT and compliance rules are automatically applied. |
Yes |
Yes |
| Targeted CommunicationsSend announcements to all staff or smaller specified groups or individuals. |
Yes |
Yes |
Premium SMS (Two-Way Texting)*Notify and accept shifts using two-way text messaging. Please note: additional charges may apply. |
Yes |
Yes |
| Profile TypesCreate various employee profile types to collect role-specific information for use in scheduling and reporting. |
3 |
Unlimited |
Multiple SitesManage schedules and teams across multiple product instances (sites). Includes global roll-up reporting. |
No |
Yes |
| Demand Planner*Use historical and forecast data to create an optimized schedule automatically. Auto fill schedule with qualified and available workers. |
No |
Yes |
| Compliance |
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| Seniority Scheduling Express rank or time seniority preference when scheduling your workforce. |
Yes |
Yes |
| Daily and Weekly Overtime Thresholds Set daily and weekly overtime thresholds and rates. |
Yes |
Yes |
| Mandatory Rest Periods Define and automatically limit scheduling workers based on mandatory rest periods. |
Yes |
Yes |
| Compliance Alerts Notify any employee of an expiring training or license requirement. |
No |
Yes |
| Credential Tracking Track worker credentials and only schedule those who are eligible to work. |
No |
Yes |
| Reporting |
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| Standard Reporting Hundreds of standard reports relating to employees, schedule, labor and overtime, costs, compliance, and more. |
Yes |
Yes |
| Custom Report BuilderCreate specific reports and export payroll files using Shiftboard’s handy built-in report creator. |
No |
Yes |
| Workforce Management |
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| Timeclock with GeofencingTrack time worked using a mobile app, voice response, QR codes, or web clock. Combine geofencing with timeclock to ensure clock-ins occur on location. |
Yes |
Yes |
| Applicant Tracking Review and track job applicants. When hired, automatically create staff profiles. |
No |
Yes |
| Training Tracker Define optional and required training and track staff completion. |
No |
Yes |
| Integrations |
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| Open API Integrate easily with other software using an easy-to-use, documented, open API. |
Yes |
Yes |
| Single Sign-On* Integrate SSO using OAuth, SAML2, Okta, Shibboleth. |
Yes |
Yes |
| Payroll Integration* Create timecards using shifts worked or time clocks, and automatically roll up data for payroll systems. |
Yes |
Yes |
| Drop Point Service* Automate data movement between Shiftboard and your payroll, HRIS/HCM/ERP, internal databases and dashboards. |
No |
Yes |
