EBS: Scheduling Feature “Link a Group to this Shift” Allows Multiple Groups to Be Selected

Topic

Using the Link a Group to this Shift feature in the Scheduling module. 

Description

The Link a Group to this Shift feature under Contacts > Scheduling > Edit/Create Calendar allows you to link multiple groups to a shift under the Staffing tab. 

What You Can Do

From the Scheduling - Staffing interface:

  • You can link more than one group to a shift. Contacts who can be staffed on the layers will be the union of the contacts of all the groups linked to the shift.
  • When adding or removing groups linked to the shift, current staffing (layers and overrides) will only be impacted if the shift becomes invalid.
  • If a contact staffed on a shift is removed from the group linked to that shift, the contact will not be notified anymore.

Why This May Be Important to You

You can have contacts staffed in your shift belonging to different groups and filter contacts eligible to be staffed on shift. You do not have to edit all schedules when a contact staffed on a shift is removed from a group linked to that shift. 

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