Events, Shifts & Scheduling
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      Shift Leaders

      Shift Leaders are a leadership role within Rosterfy that you can assign to users to facilitate the management of check-ins and check-outs for shifts. This role helps ensure a seamless and positive volunteering experience for everyone involved.

      IN THIS ARTICLE:

       

      Overview

      Shift Leader functionality can be used to allow any User to manage the check-in and check-out of all users that are confirmed to the shift. They also have the ability to manage user information through the check-in or attended forms.

      Below we will take you through how to allocate Shift Leader demand to shifts, how to add a Shift Leader to a shift and how to assign Shift Leader status to a user.

      For more information on the different leader options available within Rosterfy, check out the Leader Overview article.

       

      Adding Shift Leader Demand to a Shift

      The Shift Leader demand field will determine the number of users that can allocate themselves within the portal as leaders to a shift that they have been assigned to.

      To add Shift Leader demand to a shift, follow these simple instructions:

      1. Navigate to Events > Events.
      2. Locate the Event you would like to add the Shift Leader demand to, and click   View Shifts.
      3. Now, locate the specific shift and click either   More Actions > Update or  Quick Update Shift.
      4. Within the update screen swap to the Advanced tab and locate Leader Demand.
      5. Update this figure to the number of leaders you would like to allocate for this shift, then click Save.

      Note: Only users with the required permissions to self-allocate as Shift Leaders will be able to allocate themselves on the portal as Shift Leaders.

      Note: Shift Leader demand is additional to the shift demand and will not impact this figure.

       

      Adding a Shift Leader to a Shift

      To add a Shift Leader to a shift, follow these steps:

      1. Navigate to Events > Events.
      2. Locate the event you wish to update, then click View Shifts-png View Shifts.
      3. Find the relevant shift and click View Users, from the Shift Users list, click Add.
      4. The User Search bar will appear, locate the user using the search bar, then drag the user into the Shift User list.
      5. The Add User pop-up will appear, here you can allocate the required shift status and then tick the Is Shift Leader? tickbox to allocate them.
      6. Click Submit.

      The user will now be allocated to this shift as Shift Leader, this is easily identified as they will have a green star next to their name to indicate them as a shift leader.

       

      Assigning Shift Leader to a User

      To update a user that is already on a shift to be a Shift Leader, follow these steps:

      1. Navigate to Events > Events.
      2. Locate the event you wish to update, then click View Shifts-png View Shifts.
      3. Find the relevant shift and click View Users.
      4. Click the  Quick Update button, against the user you want to update.
      5. Tick the Is Shift Leader? tickbox to update this user to a Shift Leader.
      6. Click Save > Close.

      This user will now have a green star next to their name indicating them as Shift Leader.

       

      Portal View

      Below are some examples of the Portal and the additional parts that will be available to users once they are listed as Leaders on the shift.

      Shifts I am Leading

      Shift Leaders, once allocated to a shift will see this section on their portal dashboard.

      Leader Mode

      They will also see, Leader Mode, when they are within the event on the portal.