Shift Management

Shift Management Layout #

Process Flow: #

Termination Process Using Sales Application #

1. Login Sales Person account in Sales App
2. Select ‘Clients’ on the bottom
3. Select a client profile and click ‘Overview’
4. Select the membership that client want to terminate
5. Click ‘Terminate’ button
6. Fill in the information according to the form
7. Clicl ‘Save’ after done
8. Back to the client profile
9. Select ‘Document’ tab
10. Click the document that need to sign by client and Sales Person
11. Click ‘Submit’ button after done sign
12. Admin only will confirm the terminate process after member and Sales Person done sign the terminate document (Using Back Office System)

Termination Process Using Back Office System #

1. Login admin account in the Back Office System
2. Click ‘Manage’ on the left side
3. Select ‘Clients’ on the top
4. Select a client profile
5. Select the membership that client want to terminate
6. Click the ‘Terminate’ button, and follow the step in the form
   1. If you do not want to wait for the next payment date, please click “Terminate Immediate”
   2. If no fee required, click “No Fee Require”
7. Package status changed to ‘Pending Termination’
8. Click ‘Send Termination Document’ to member
   1. Client needs to click the link in the email
   2. Client needs to fill in the form and sign on the form
   3. Click ‘Submit The Form’ after done above steps
9. Sales Person needs to sign on the Sales App
   1. Search the client’s name
   2. Select ‘Document’ tab and sign the document
10. After Sales Person and Client done sign the document, the document status in the Back Office will show Completed
11. Admin only will confirm the terminate process after member and Sales Person done sign the terminate document

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Shift Management #

Admin able to update the shift status of the staff.

Admin able to assign the shift for the staff.

Admin able to create the shift for the staff.

Admin able to publish the shift.

Staff also able to select the shift that publish by admin.

When staff select the shift, staff will need to wait for the admin to approve the request.

Process Flow: #

Display Staff in Shift Management Using Back Office System #

1. Login admin account in the Back Office System
2. Click ‘User’ button on the left side
3. Click ‘Staff’ tab
4. Click ‘Add User’ button on the right side
5. Fill in the user/staff information
6. Click ‘Save’ button after done
7. Mandatory filed is fill
   1. No, display error message and unable save, fill in again follow step 5
   2. Yes, save successful
8. Able access shift manages
9. Display the created staff

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Update Shift Management #

Trainer admin can check-in the shift on behalf of the staff to help trainers from forgetting to check-in.

Display a change request popover that allows “Trainer Admin” to approve or reject. Timesheet will display an indicator when change request is requested by staff. “Trainer Admin” will receive an email after staff submitted the change request.

Back Office will display a popover for “Trainer Admin” approve or reject change request after admin selected the staff. Content of the change request popover is not updateable, “Trainer Admin” only able to approve and reject. Staff will receive a notification after admin approved the change request.

Staff only allows to update “previous” shift and “current” shift” with the following status:

• Approval
• Absent
• Late

Staff is not allowing to update “future” shift.

Process Flow: #

Update Shift Using Back Office System #

1. Login admin account in the Back Office System
2. Select shift
   1. Yes, future date, no action and stay in the timesheet page
   2. No, not future date, continue step 3
3. Display a ‘Check-in’ popover
4. Insert check-in time and check-out time
5. Insert reason
6. Click ‘Save’ after done checked in shift
7. Save successful
8. Updated the shift status and update the timesheet
9. Send notification to staff

Approve and Reject Shift Change Request Using Back Office System #

1. Login admin account in the Back Office System
2. Select shift
3. Shift with indicator
   1. No, no action
   2. Yes, display ‘Shift” change request popover
4. Approve the shift change
   1. No, stay in the timesheet page
   2. Yes, approve shift change
5. Updated the shift status and update the timesheet
6. Send notification to staff

Update Shift Using Staff Application #

1. Login admin account in the Staff App
2. Select shift
   1. Yes, future date, no action and stay in the Home/Calendar Page
   2. No, not future date, continue step 3
3. Display a ‘Check-in’ popover
4. Insert check-in time and check-out time
5. Insert reason
6. Click ‘Save’ after done checked in shift
7. Save successful
8. Trigger and send shift change email to configured email

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