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Workflows let you set up automated notifications and task creation based on rostering events. When a trigger occurs (for example, a shift is updated or a worker is changed), the system can automatically send emails or create tasks for your team.

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Setting up a workflow

1

Open workflows

Go to Operations → Workflows.Workflows menu
2

Create a new workflow

Click Add New Workflow.Add new workflow
3

Configure the trigger

Enter a name in the Workflow Label field and select a workflow trigger from the drop-down menu.Workflow trigger
4

Add actions

Click Edit Workflow Actions, then click Add Action.Edit workflow actionsChoose an action from the drop-down menu:Workflow actions

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Managing workflows

Existing workflows can be edited or deleted from the workflows page. Manage workflows
Workflows are useful for keeping case managers informed about roster changes without the need for manual communication. Set up a workflow to automatically notify case managers when shifts are added, changed, or cancelled.

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Running into issues?

See Scheduling troubleshooting for common errors and fixes.

Rostering configuration

Configure general rostering settings

Roster invitations

Send shift invitations to available workers

Editing shifts

Edit one-off shifts, series, and manage leave