Signup Sheets

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If anyone can be scheduled for a specific team, enable signups for team members to sign up when available. Enable signups for one plan or every plan, and email team members to let them know signups are available.

Enable Signup Sheets

You can enable signup sheets for a team in just one plan or every time a plan is created. Team members can see signup sheets on their My Schedule page when they are enabled.

Note

For signup sheets to work, needed positions have to be set up for the team.

For One Plan

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 signups_arrow.png

Tip

You can view the signup once enabled by clicking Sign up at the top of your team schedule in the plan. 

For All New Plans

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.

auto-enable signups_arrow.jpg

Note

This checkbox will only enable signup sheets for new plans; to enable them for existing plans, go to each plan.

Email People

After you enable signups for all appropriate plans, email your team. Everyone in the position will get an email informing them that a signup sheet is open.

From a plan, go to the Teams tab and click the email icon.

email_arrow.png

Note

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 add additional teams if you have permission.

modal_email recipients_signup sheets.png

Follow the prompts to send the emails to your team.

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

Warning

If the default replies are set to Current Scheduler, no one receives a notification about the person signing up. Set the replies to All Team Leaders or a specific team leader instead.

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