SchedulePro can be configured with default notification and permission preferences for employees at the organization level. Additionally, employees can determine what notifications they want to receive via email or SMS if enabled.
NOTE: Employee profile notification settings override the default notification settings at the organization level.
Default Notifications
Default Selection for Employee Notifications
System administrators can set defaults for notifying employees when editing a shift or publishing a schedule. Go to Home > Settings > Organization > Default Selection for Employee Notifications.
The settings in this page set the default for whether Send notification to employees is checked or not when performing each task.
Checked in Organization Settings = selected by default
Unchecked in Organization Settings = deselected by default
Default Settings for New Employees
System administrators in SchedulePro can set up the default notification settings for all new employees entered into the system. These are set under Home > Settings > Organization > Default Settings for New Employees.
Communication Settings
This section allows admins to set defaults for notifications to employees.
- Manage Open Shifts: notifications about bids or pickups
- Leave Updates: notifications around leave submissions, edits, and cancellations
- Shift Assigned/Unassigned: notifications to employees upon assignments/unassignments
- Shift Edited: notifications to employees upon any edits to a shift (start/end time, comments, position/location changes, etc.)
- New Schedule Published: notifications to employees when publishing the schedule (still requires checkbox to be marked during the publishing process)
- Shift Trades: notifies people involved in the process of various stages of the trade - this cannot be edited
- Message Broadcast: sends broadcast messages to employees - this cannot be edited
- Giveaways: if the feature is enabled, notifies people involved in various stages of the shift giveaway process
- Timesheets: if the feature is enabled, notifications around timesheets
Employee Permission Settings
Until now, permissions had to be set for each individual employee or imported into SchedulePro via bulk upload. Now the organization defaults can be set up so all new employees are automatically provided the correct permissions.
- Permission To View Schedule Of Group: set the default to be none or see all by default
- Shift Trade Request: Not Allowed or Approval Required
- Leave Request: Not Allowed or Approval Required
- Unavailability Request: Not Allowed or Auto-Approve
- Edit Notification Settings: Not Allowed or Allowed
Notification Preferences: Employee Level
Individual employee notification settings can be set on employee profiles. This page is available to employees who have access to edit their own notifications. They can disable specific SMS or email notifications and use select / unselect all. The notification preferences only apply to employee level notifications, not approval manager notifications.
NOTE: SMS notifications are not available for approval managers. Setting Receive SMS notifications will only apply to the employee profile.