Self-Scheduling

If your department scheduling process includes a self-scheduling period, you will be notified when it’s time to make your scheduling choices. There are several department options for managing self-scheduling, such as requiring employees to self-schedule to their weekly commitments and allowing or preventing overtime during self-scheduling. As a result, what you see may be slightly different than the examples provided below.

When your self-scheduling period opens, you will receive a notification.

To self-schedule, click the forward arrow in the calendar header to view future schedule periods. The self-schedule period status displays as Self-Scheduling Open. The number of unfilled needs for each day are displayed.

Self-Scheduling Calendar View

You may see shifts in **Scheduled status** in your calendar view during self-scheduling. These shifts may be mandatory weekend rotations, shifts imported from the department default schedule, or shifts entered by a manager/scheduler. These shifts are not editable by employees. If there is an issue, contact your department manager or scheduler to make changes.

**Pro Tip**: Want to self-schedule with just one click? Set up your Self-Scheduling Preferences. Click here for more info.

To select your scheduling choices:

Click a calendar date. You may also drag the cursor across the numbers in the calendar view to select multiple, consecutive dates.

Your primary **facility**, **department,** and **skill** are pre-populated in the request filter fields. If you work in multiple departments, select a facility, department, and skill to view available shifts.

**Note**: Only departments in which there are available shifts are listed in the **Department** drop-down.

Click the **Shift** drop-down to select a department shift.

Department employees who have also requested this shift are displayed below the shift details.

Click, **Add to Schedule** to complete the shift request.

The selected shift data displays on the calendar view.

Self-Scheduling Side Panel

**Important Note**: Employees are encouraged to complete and submit their scheduling choices in a timely manner. As other employees submit their requests, the number of open needs for each date will decrease and your preferred dates may no longer have needs remaining to be filled.

If your department does NOT require you to **schedule to commitment**, you will see the following in the calendar view:

Requested shifts display in **Pending** status.

The shifts will remain in **Pending** status until the schedule is posted, at which time they will display in the calendar view as **Scheduled**.

If your department requires you to **schedule to commitment**, you will see the following in the calendar view:

Requested shifts display on the calendar view in **Reserved** status.

When you have met your commitment the **Submit** button will activate and display in blue.

Once you have submitted your requests, the shift status displays as **Pending**.

The shifts will remain in **Pending** status until the schedule is posted, at which time they will display in the calendar view as **Scheduled**.

During the self-scheduling window, you may withdraw a reserved or pending shift by clicking on the date then clicking the **Withdraw** button in the side panel.

Keep in mind that shift choices made during the self-scheduling period are not guaranteed and may change during the management review stage.

Example Shift Statuses During Self-Scheduling Period

Schedule Period Commitment

If your home department requires you to work a specific number of hours per week and/or a specific number of weekend shifts per scheduling period, you can now easily see how close you are to fulfilling that commitment. The Schedule Period Commitment progress bar updates as you add and drop shifts for a schedule including during self-scheduling periods and posted schedules.

Your commitment is calculated per pay period. So you may work fewer shifts one week and more the next in order to meet your pay-period commitment.

There may also be department requirements to work a set number of weekend shifts and/or restrictions preventing employees from self-scheduling beyond their hourly commitments. The progress bar will display weekend commitments if needed. You will be alerted when submitting your schedule requests if you do not meet other requirements.

Important Note: If your department requires you to meet a schedule commitment during the self-scheduling period, the schedule Submit button will not be activated until commitments for all pay periods within the schedule period are met or there are no remaining shifts to request in your home department.

Schedule to Commitment Progress Bar

Weekend Commitments: Core employee weekend commitments for self-scheduling are calculated as follows:

Core employees with an FTE >= 0.80 must meet the full weekend commitment as determined by department settings.
The weekend commitment for core employees with an FTE < 0.80 will be determined by multiplying the required weekend hours by the employee’s FTE. This number will be rounded up to the next full shift.

Example:
Core Employee FTE = 0.70
Department Weekend Commitment Hours for Core Employees = 48 hours
Employee Weekend Commitment is 0.70 x 48 hrs. = 33.6 hrs., which is rounded up to three shifts for this employee.

Additional Information

Accessing MyScheduler

Self-Scheduling Preferences (Defaults)

Navigation

Calendar View

Self-Scheduling

To select your scheduling choices:

Schedule Period Commitment

Additional Information