Introduction

The brand new Smart Shifts feature in the Workforce App allows your members to narrow down the search of the specific Released Shifts by using their preferred restriction criteria. A popular example would be to use Smart Shifts to filter the list by Shift Distance Range.

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When the Smart Shift filters are applied, the Released Shifts screen shows Released Shift numbers, Shifts Filtered numbers, name(s) of any filters applied, as well as the number of filters applied on the filter badge icon. The member can easily add, edit, or remove any applied Smart Shift filters in order to view a broader range of released shifts on their screen 😊.

How to Access Smart Shifts?

To access Smart Shifts from the Member App:

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• In the Smart Shifts Filter screen, you can add a new filter to search the Released Shifts as per your requirements. For the first time Add filter header appears as shown in the figure below

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How to Add New Smart Shift Filters?

To add a new filter in the Smart Shift Filters Shifts Filter screen:

• Provide the When Shift, Based on, Matches, and Filter Name details

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Field Name	Description
When Shift	In the When Shift, the filter options are available that are Based on added conditions and selected Matches. The following options are available in the When Shift: Shift Type → List of all the active Shift Types in masters. Shift Date → Calendar Date picker option. Shift Day → List of Day Types such as Public Holidays, Weekdays, Weekends, Today, Tomorrow, and This Week. Shift Expertise → List of all the Expertises linked with the member qualification. Client Industry → List of all the active Industries from the masters linked with the member. Worked with client → List of all the Previously Worked Clients by the member.
Based on	In the Based on, select the condition related to the selected ‘When Shift’ that can be applied to the selected Matched option. The Based on condition is predefined for all the ‘When Shift’ filters as per the requirement and is loaded based on the selected option. The ‘Based on’ conditions available for the selected ‘When Shift’ filter are: Shift Type, Shift Day, Shift Expertise, Client Industry, Worked with client → Include, Exclude. Shift Date → Include, After, Before, Between.
Matches	The When Shift filter shows the options as Shift Type, Shift Date, Shift Day, Shift Expertise, Client Industry, and Worked with client. Depending on the selected filter, the Based on conditions and Matches options are available. If the When Shift option selected is: ‘Shift Type’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows all the available list of Shift Types. Select the required Shift Types checkbox(es) and click Done. Info Note that the Shift Types available in the pop-up window are based on the ‘Show in Booking’ flag in the Allocation Master → Members Shifts of the Staff Portal application. ‘Shift Date’ with the Based on condition as ‘Include’, ‘After’, ‘Before’, or ‘Between’, the Matches show the Calendar icon to select the required Shift Date. Click the Calendar icon to select the required Shift Date and click OK. ‘Shift Day’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows the options as Public Holidays, Weekdays, Weekends, Today, Tomorrow, and This Week. Select the required Shift Day(s) checkbox(es) and click Done. ‘Shift Expertise’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows all the Expertises linked with the member qualification. Select the required Shift Expertise(s) checkbox(es) and click Done. ‘Shift Industry’ with the Based on condition as ‘Include’ or 'Exclude', the Matches shows the list of all active Industries from the master. Select the required Shift Industry(ies) checkbox(es) and click Done. ‘Worked with client’ with the Based on condition as ‘Include’ or ‘Exclude', the Matches shows the list of All Clients that are 'been before clients’. If ‘All Clients’ option is selected, it loads all the shifts of ‘been before clients’ for the available Service Location ('been before clients' means the clients where the member has worked previously ). If a member selects the clients from the ‘been before clients’ list with the Based on condition as ‘include’, it will show all the shifts for the selected Service Location(s). If a member selects the clients from the ‘been before clients’ list with the Based on condition as ‘Exclude’, it will show shifts for all the existing Service Locations except for the selected Service Location(s). If a member selects the clients from the ‘been before clients’ list with the Delivery location(s), it allows to add Delivery Location values for the selected Service Location. To add the Delivery Location, click Add Delivery. Select the Based on condition as ‘Include’ or ‘Exclude’ with the Matches value(s) and click Done. The Delivery filter is added for the Worked with the client. Note that the Add Delivery option appears only if the selected Service Location has a delivery attached to it.
Filter Name	Name of the Filter. By default, the filter name is provided as the ‘When Shift’ filter option selected. You can provide the new filter name as per your requirement. New Smart Shifts filter are named automatically based on the selected ‘When Shift’ filter. If a similar ‘When Shift’ filter option is selected, a number is added in front of the filter name to generate the unique filter names. For instance, if the ‘When Shift’ filter is added twice for Shift Type, the first filter will be named ‘Shift Type’, and the second filter will be named ‘2 - Shift Type’.
Plus icon	To add multiple conditions in any filter.
Add Filter	To add a new filter that can include multiple conditions.
Confirm Filters	Saves and applies the filter in the Released Shift screen.

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4. Filter badge icon: shows the red cross icon with the number of filters applied

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How to Add Multiple Smart Shift Filters?

You can add multiple filters in the Smart Shifts Filter screen to search the required Released Shifts.

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• Click Add to add the new filter and provide all the required details (as explained above)

• Provide the unique name to the filter and the filter will be auto-saved

• All the filters added are shown on the top bar of the screen as shown in the figure below. The filters created are shown with the different color conventions that are explained below:

  • The Green color indicates that the filter is added and saved

  • The Blue color indicates that the filter is in edit mode

  • The Orange color indicates that the filter is added and not saved

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The user can tap on the filter badge icon or filter name to add/edit the existing filters 🤠

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What is a Shift Distance Range Filter?

The Released Shifts screen shows the Shifts based on the default Shift Distance Range filter with the number of Shift(s) Matched. You can add/modify the shift distance range filter to fetch the shifts as per your requirements.

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How to Add/Modify Shift Distance Range Filter?

To add/modify the Shift Distance Range filter:

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Info Things to note about the filter badge icon of the Released Shifts screen: When filter(s) is added → red cross icon appears that shows the number of Smart Shifts Filter(s) applied. When the Shift Distance Range filter is added → red cross icon appears that indicates the default settings of the Shift Distance Range filter is updated. When both Filter(s) and Shift Distance Range filter are added → red cross icon appears that shows the number of Smart Shifts Filter(s) applied and the Shift Distance Range is updated.

What are Additional Filters/Shift Sorting

In the Released Shifts screen, the user can filter or sort the available shifts using the Sort By and/or Screen Filter to view the released shifts as per their requirements.

To sort the released shifts using Sort By categories and Screen Filters, click the required shift date.

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Sort By

Users can rearrange the available shifts in the Released Shifts screen using the Sort By feature. You can sort the released shifts by selecting the Shift Distance, Shift Type, or Start Type option as shown in the figure below. Click the Sort By icon to view/select other available options. The Shift sorted by Start time is the default selected option.

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• Shift sorted by Shift Type: Based on the Shift Type defined in the masters of the Staff Portal application, this option arranges the shifts in ascending alphabetical order such as AM, EM, NS, PM, etc., or ascending numeric order.

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Screen Filters

The Screen Filters are available in the Released Shifts screen and filters shift based on selected Client, Shift Type, Qualification, and Expertise.

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How to Delete Smart Shift Filters?

You can delete/reset the existing filter from the Released Shifts screen and the Smart Shifts Filter screen.

Delete Filter in Released Shift

You can delete the existing filter from the Released Shift screen.

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• Click the cross icon on the filter badge icon and the Shift Distance Range Settingspop-up windowshows the alert message ‘Are you sure you want to reset the Shift Distance Rangesettings?’

• Click Yes, reset! to reset the Filter. This will reset the Releases Shifts screen to the default Shift Distance Range

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Delete Filter in Smart Shifts Filter

You can delete/reset the existing Filter(s) from the Smart Shifts Filter screen.

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• Click the Reset shift range to default settings and the Shift Distance Range Settingspop-up windowshows the alert message ‘Are you sure you want to reset the Shift Distance Rangesettings?’

• Click Yes, reset! to reset the Shift Distance Range filter. This will reset the Releases Shifts screen to the default Shift Distance Range

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Shift Filter Help

The Shift Filter Help provides quick help related to the Smart Shifts Filter screen. To open the Shifts Filter Help, click the info help icon on the center-right corner of the Smart Shifts Filter screen as shown in the figure below .

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