Shift Scheduler FAQ

Overview

This article outlines frequently asked questions about the Shift Scheduler feature. Bullhorn’s shift scheduler increases recruiter productivity, provides visibility into your current shift schedules, and allows you to target the right workers to fill those shifts by allowing you to:

• Collect workers availability and preferences for shifts they can and cannot work via Email or SMS.
  
• Quickly schedule one-time or recurring shifts at your clients’ request.
• Find qualified and available workers to fill your open shifts and make offers, or directly assign the right workers to fill those shifts.
• Sort and filter the calendar view to view rosters or shifts most relevant to you.

FAQ

• How do I configure shift-related items?
• How do I set up Shift Definitions and Shift Positions?
• How do I filter my view of the Scheduler?
• How do I set a candidate's availability preferences?
• How do I find shift matches?

How do I configure shift-related items?

Shift Types allow different time slots to be displayed on the Scheduler based on a candidate's set availability preferences.

1. Navigate to Menu > Admin > Shift Admin.
2. Click the Shift Settings tab and choose to either add or edit a Shift Type.
3. On the Add Shift Type or Edit Shift Type screen, set the Name, Shift Times, and Icon fields.
4. Click Save.
   
5. On the Candidate Portal Settings tab, you can configure the Branding, Messaging, and Miscellaneous settings.
6. Click Save.
   

How do I set up Shift Definitions and Shift Positions?

• Shift Definitions allow you to create templates with predefined start and end times to use when adding a shift to a Company record.
  • Example: A company defines 7:00 AM - 3:00 PM as first shift.
• Shift Positions are optional and allow you to specify a job function to be done during a specific shift.
  • Example: A warehouse worker job could include Shift Positions such as line worker, picker packer, or forklift driver.

If configuring job based shifts, you likely won’t need to configure Shift Positions as you would do that at the job level by linking the shift to the job.

1. From a Company record, click the Shifts tab to reveal the Shift Definitions and Shift Positions cards.
2. Select Add Shift Definition or Add Shift Position.
   
3. Complete the requested fields.
4. Click Save.

How do I filter my view of the Scheduler?

You can sort and filter the scheduler to quickly view what is relevant, allowing better visibility for where you need coverage.

1. Navigate to Menu > Scheduler.
2. From the top left corner of the Scheduler next to View By select the entity you wish to view:
   • Companies: to see open and filled shifts.
   • Jobs: to see open and filled shifts.
   • Candidates: to see who is scheduled and who is not.
     
3. Below View By, is a additional dropdown to filter based on the above selected entity (this example uses Companies):
   • All Companies
   • Department Companies
   • My Companies
     
     
   

   You can also use the search field to type in the name of the company.
   

How do I set a candidate's availability preferences?

You can indicate a candidate's preferences for each shift.

1. From the Candidate record ensure you are on the Overview tab.
2. In the Shift Preferences section of the Availability card, check each box to indicate the candidates preference using the key provided.
   
3. Click Save.

How do I find shift matches?

1. Navigate to Menu > Scheduler.
2. Select any JobShift chip and then Find Matches from the contextual menu.
   
3. A Slideout with all available matches will be displayed ranked based on your configuration.