General Settings

Setting Description Default Value
Publish History How far into the past Employees can see their published shifts 14 days
Publish Horizon How far into the future Employees can see their published shifts 14 days
Scheduling Policy Scheduling Policies for Smart Assign: Maximize Coverage, Fairness, Shift Preference or Overtime Maximize Coverage
Shift Structure Policy Scheduling Policies for Shift Structure Optimization Generate Shift Demand
Get Candidates Policy Policy to sort candidates by Overtime
Start of Day The hour the work day starts 6:00
Sort Resource Rows by Field name of Resource object to sort Gantt rows by Resource Name
Sort in Ascending Order Sort Gantt rows in ascending or descending order Ascending
Swap Horizon (Days) How many days ahead to look for possible shifts to swap with 30 days
Bulk Action Days Limit Maximum number of day to send for bulk action 90 days
Safety Minutes for Clock Activity Threshold before and after shift starts to check for clock reports 15 minutes
Times to check for jeopardized shifts Number of times to check for jeopardized shifts (per hour) must be between 0-12 12
Close Timesheet upon creating new When a new timesheet is created close the previous one TRUE
Delete Empty Timesheets Delete previous empty timesheet upon creating new timesheet TRUE
Create Calendar Event on Shift Publish When a Shift is published create an event on the user calendar FALSE
Allow Mention on Approval Steps Post chatter updates upon approval request progress TRUE
Allow Mention on Shift In Joepardy Post chatter updates upon Shift in jeopardy changes TRUE
Allow Mention on Shift Publish Post chatter updates upon publishing shift TRUE
Allow Mention on Shift Modify Post chatter updates upon modifying published shift TRUE
Allow Mention on Shift Start Reminder Post chatter updates before shift starts TRUE
Reminder Minutes Before Shift Start Number of minutes to post chatter reminder before shift starts 60 minutes
Allow Mention on Break Start Reminder Post chatter updates before shift break starts TRUE
Reminder Minutes Before Break Start Number of minutes to post chatter reminder before shift break starts 15 minutes
Enable Location-Based Sharing Share data of a location (such as Shifts, Resources etc.) with users which has User-Location linking them to the Location TRUE
Submit All Requests For Approval When an Absence Request is created automatically send it for approval FALSE
Show Demand Coverage Chart (Beta) Activate Demand Chart to show covered demand in ShiftExpert UI FALSE
Show Resource Time in Shift Lightbox In case of different time zones between dispatcher’s User and Location, show the time of the Shift in Resource time zone FALSE
Minimum Drag Minutes on Gantt Allow changing shift times by drag and drop only if it’s more than the specified amount of minutes 5 minutes
Copy Breaks From Shift Type When a Shift is created from a Shift Type copy the breaks from the Shift Type to the newly created Shift TRUE
External Javascript  Load custom javascript when starting ShiftExpert
External CSS  Load custom css when starting ShiftExpert

 

Dictionaries

ShiftExpert includes actions which occur when changing a shift’s status to certain status values. These values can be changed to custom status values.

Setting Actions Default Value
Completed Status Value When an employee submitted a ‘Clock Out’ timesheet report and has a shift with ‘Working Status Value’, change the status to the this value. Completed
Planned Status Value When a shift status is changed from ‘Published Status Value’ to this value, post a chatter feed on the resource record. Planned
Published Status Value 1. When a shift status is changed to this value share the record with the assigned resource.2. When a shift status is changed to this value post a chatter feed on the resource record and sync it to its calendar.3. Shift reminders are sent on shift with this value as their status.

4. When an employee submitted a ‘Clock In’ timesheet report and has a shift with this value, change the status to the ‘Working Status Value’

Published
Review Status Value When using Shift Review Visualforce page, post a chatter feed regarding the review on the Shift record and change to the this value. Review
Working Status Value When an employee submitted a ‘Clock Out’ timesheet report and has a shift with this value, change the status to the ‘Completed Status Value’ Working


Salesforce Calendar Synchronization

Setting Description Default Value
 Shift Outlook category name  Category in Outlook to create events with \ Create absences from events in this category.  Shift
 Synchronize shifts from Salesforce calendar  Sync changes to Salesforce calendar events with shifts in ShiftExpert.  FALSE
 Synchronize shifts to Salesforce calendar  Sync changes to shifts in ShiftExpert with Salesforce calendar events.  FALSE
 Employee absence Outlook category name  Category in Outlook to create events with \ Create absencesfrom events in this category.  Absence
 Synchronize employee absences from Salesforce calendar  Sync changes to Salesforce calendar events with absences in ShiftExpert.  FALSE
 Synchronize employee absences to Salesforce calendar  Sync changes to absences in ShiftExpert with Salesforce calendar events.  FALSE

 

Optimization Tasks

Delete completed Optimization Request records.

Schedule Jobs

Job Actions
 Create Timesheet  Create a new timesheet at the start of day for each resource
 In Jeopardy  Mark shifts in jeopardy if a resource hasn’t clocked in in time.
 Shifts and Breaks Reminders  Remind a resource on upcoming shift \ break


Background Jobs

Background Jobs allow creating a job that will run either once or in a recurring fashion. There are 3 types of Background Jobs:

1. Smart Assign.

2. Optimize Shift Structure.

3. Automatic Shift Scheduling.