Signup Sheets

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Allow users to schedule themselves for available dates by enabling Signup Sheets.

Check out this video to learn more about Signup Sheets, and then read the article below for detailed instructions.

For Signup Sheets to work, needed positions have to be set up for the team.

Enable Signup Sheets

You can choose to enable Signup Sheets for a team in just one plan or for every time a plan is created.

To enable signup sheets for just one plan, hover over the dropdown next to a team and check the box next to Enable Signups.

enable on plan

View the signup sheet once it's enabled by selecting Signup Sheet on the team box.

If you want to enable Signup Sheets every time a team is added to a plan in the future, check Auto-enable for new plans from Team Settings.

team setup

This checkbox will not enable Signup Sheets for plans that are already scheduled; you have to manually enable those in each plan.

Email People

After you enable signups for all appropriate plans, you can email people from a plan or from a matrix. Regardless of where you email from, all scheduled people who need to receive an email for any plan will be emailed.

From a plan, click email at the bottom of the Teams section.

From a matrix, click email these people.

The teams that you are a leader of will be displayed. If you are a Scheduler, these are the only teams you can email. If you have higher permissions, you can add additional teams.

Choose Signup Sheets, and optionally add additional teams if you have permission.

send email

Click Next when you are ready to send the emails. As soon as the emails are sent, people in those assigned positions will be able to sign up from their My Schedule page.

Sign Up for a Position

The Signup Sheet email contains a link to sign up for the assigned position. Click the link to be taken to the Signup Sheet.

email

They can also select Sign Up from their My Schedule page.

 At the top of the Signup Sheet, each person will see sign up for any assigned and available positions.

Signup Sheets are only used for signing up. People with higher permissions won't see anything different than others; they'll only see buttons to sign up for their assigned open positions.

When someone clicks sign up in the Signup Sheet, they will see all the times associated with that position with a note to let them know they are confirming the date(s). If they have any conflicts, they can hover over the conflict for more information.

Confirm your choice

Clicking Accept adds them to the plan as Confirmed and adds the times to their schedule and calendar, if synced.

 

Signup Notifications

When a team member uses a signup sheet to sign up for a request, it is treated like accepting a request.

Any appropriate team leaders with Accept notifications enabled will be notified.

For a team with Signup Sheets enabled, Make sure the default Replies To person in the Team Settings is set to notify a team leader, not the Current Scheduler. If it's set to Current Scheduler, no one will get a notification when a person signs up.

Notifications
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