Welcome to our quick introduction of the new mobile app for SchedulePro, by Shiftboard - a companion app to keep employees engaged and informed to do their best work. With the SchedulePro Mobile app, employees can connect to your organization's schedule and get real time access to their shifts, leaves and notifications.
With the SchedulePro app you can:
- View schedule and shift details
- Sign up for overtime
- Submit time off request
- Bid on open shifts
- Take open shifts
- Receive real-time notifications
Note: To use the app your organization must have an active SchedulePro subscription and allow mobile app access. If your organization has not enabled mobile access, you will NOT be able to access the app.
Download the app
The app is available for iOS and for Android. You can download the app on the App Store or from the Google Play store or clicking on one of the badges below.
After clicking on the GET button, the app will download. Once the app has downloaded, search for it on your device and open it by clicking on the icon.
Remember that if your organization has not enabled mobile access, you will NOT be able to access the app.
You will need your email address and password to sign in. If you are already using the SchedulePro via web, the app will use the same credentials so just click on the login button and enter your email and password.
If this is your first time using SchedulePro, check with your manager to confirm the correct email to sign in with. Email addresses assigned to your profile can only be changed by those in your organization with system administrator permissions.
View Schedule and Shift Details
At the top of the screen, you see a weekly overview of your schedule. You can swipe left or right to advance or retreat the schedule by a week.
For the displayed week, you can quickly see your assigned shifts (start and end time, shift, position and location) and any overtime or notes associated with them as well as leaves, leave requests and any shifts you have signed up for.
If you click on any of the assigned shifts, you can view the details of that shift: date, shift, position, location and any comments linked to that shift.
You can tap the horizontal line at the bottom of the weekly calendar to get a full months overview of your schedule.
In the calendar, shifts are indicated as square icons and leaves as circles. A red circle at the top right of the square icon indicates an overtime shift.
The checkmarks in the calendar provide you with an overview for what days where you have signed up for extra shifts.
You can access your schedule (calendar view) from any other screen on the app by clicking on the calendar icon at the bottom left of the screen.
View and Submit Leave Requests
In the app you can create and submit leave requests and receive real-time updates about the status of your requests. Your leave balance will be updated upon approval of the leave and you will get informed when your request exceeds your total yearly allowance.
In order to create and submit a leave request, you can click on any of the assigned shifts or on one of the calendar icons on your schedule.
A Request Leave screen will open where you will select the Start and End Date and the Type of leave you are requesting. You can also add comments to your request. Once you are done, simply click on the submit button at the bottom of the screen.
To go back to the calendar view just swipe down the Request Leave screen.
Sign up & Volunteer for Overtime
You can create new and modify existing sign us in the app. To create a new sign up entry, click on the list icon (next to the calendar icon) for the day you want to work. Then select the shifts you are interested in and click the ‘Sign up’ button.
The shifts you have signed up for will now be displayed on the schedule. To modify your selection, click on one of your signed up shifts.
Bidding on open shifts
If your organization has the open shifts settings as able to bid, you can bid for those open shifts on your SchedulePro mobile app by clicking on the open shift icon in the schedule view
The Open Shift will open at the bottom and will allow you to Bid on the shift by simply clicking on the Bid button and then Submit
After that, the shift will show in your schedule in a pending state until the shift is assigned to you or will disappear if someone else gets it.
Picking up shifts
If your organization has the open shifts settings as able to pick them up, you can take those open shifts on your SchedulePro mobile app by clicking on the open shift icon in the schedule view
and simply clicking on the Take button.
If your organization has the turn down setting enabled, you will be able to turn down a shift that has been assigned to you. You will see the turndown button at the bottom of the shift window once you open the shift you want to turndown.
After clicking on the Turndown button, you will get a message notifying you that the turndown has been requested.
The shift will still be in your schedule until the closing time of the turndown (defined on your organization settings). If another employee bids on the shift, the shift will be assigned to the new person at closing time.
Stay up-to-date with any changes to your schedule with notifications on your phone.
Click on the notifications icon at the bottom of the screen to see the leave request and shift updates notifications. Click on any of the notifications to direct you to the related shift/leave. Notifications that have been reviewed will show in a darker color.
You will receive notifications when a shift has been opened for bids (if your organization has that setting enabled). By clicking on the notification message of the Bid you will be taken the date of the bid on the calendar view and you will easly be able to click on the bid icon to open the shift and bid for it.
If you have any questions related to your login, shifts, leaves or your schedule please contact your manager.