Shifts to accept

The Shifts to accept feature may be available to you if you work in a workplace with short-term scheduling, such as daily or half-day planning. This feature gives you the flexibility to review your assigned shifts and choose to either accept or reject them as needed.

How it works:

1. The schedule is in status Plan.
   • A shift is planned in ORTEC WS, with duty property ShiftToAccept.
   • If the schedule is in Published status, all shifts will be visible regardless of their properties. This means that even shifts that have not yet been accepted will appear as planned.
2. You get a notification.
3. The shift appears in your Workflow tab > Shifts to accept.
4. You accept:
   1. In ORTEC WS the property changes to Accepted.
   2. In ESS7 the shift is shown in the schedule.
5. You decline:
   1. In ORTEC WS the property changes to Declined.
   2. The shift is unplanned and the planner re-plans for another employee.
6. After execution of shifts, schedule moves to Published and Justified.

Permissions / Duty properties

Permission

The Workspace.ess.acceptshifts permission shows Shifts to accept in the Workflow tab of ESS7.

Duty properties

• Comtec.Workforce.BackendAPI\ESS7\AcceptShifts\DutyPropertyOpenForConfirmation
  Name of the boolean duty property used for 'open for acceptance' status.

• Comtec.Workforce.BackendAPI\ESS7\AcceptShifts\DutyPropertyForAcceptedStatus
  Name of the boolean duty property used for 'accepted' status.

• Comtec.Workforce.BackendAPI\ESS7\AcceptShifts\DutyPropertyForDeclinedStatus
  Name of the boolean duty property used for 'declined' status.

• DutyPropertyForOverridingPublishedStatus

  • Show shifts as planned even though schedule status is Planned

  • For this case, set to the value in ‘DutyPropertyOpenForConfirmation’

Schedule status

Schedule of shifts to be accepted must be in status plan. If not, shift will appear in schedule before user has accepted/declined.

Notifications

Currently notifications have to be set up manually in ORTEC WS.

Additional case: Pre-publish shifts

Setting DutyPropertyForOverridingPublishedStatus can also by used for ‘Christmas case.’

Sometimes employers want to pre-publish a certain schedule further ahead, for example Christmas or Summer Planning. Schedule can only be set to Published in time order, so this would require publishing all schedules up to Christmas.

Using the property defined in setting DutyPropertyForOverridingPublishedStatus on the shift, the employer can now show shifts as planned in ORTEC WS, even though the schedule is still in status Plan. This allows them to pre-publish these shifts in ESS7.