For Staff

Preferences

Setting Your Preferences

How do I set my general availability?

Use general availability to tell your schedule what days, locations, and shift times you prefer to work, so schedulers can build a schedule around your preferences.

Read the written guide
  1. Go to the left panel and click General Availability.
  2. Review the eligible work days section. You cannot edit this list yourself; ask your admin if a day needs to be removed.
  3. In Location Desirability, rate each location from 1 to 10 and enter your desired shifts for the schedule period.
  4. In Day of the Week preferences, rate each day from 1 to 10 based on how much you want to work it.
  5. In Start and End Preferences, create rules for when you want shifts to start and end, for example Mondays and Thursdays starting between 5am and 8am. Add as many rules as you need.
  6. Set Weekend and Night Preferences to balanced, more, or none.
  7. Add any additional notes for your admin.
  8. Click Save, or click Preference Assistant to go through each section in a guided walkthrough.
  9. Repeat this setup for every schedule you are assigned to by switching schedules from the schedule selector.
Good to know: These are preferences, not guarantees. You can still be scheduled on a day you rated low, like Monday.
Good to know: Preferences are set separately for each schedule, so set them up again if you are on more than one schedule.
How do I submit a PTO request?

Submit a PTO request when you need time off, either manually through the calendar or by asking the Scheduler Agent.

Read the written guide
  1. Click the Add button and choose PTO, or click a blank space on a specific date on the calendar and choose PTO.
  2. Confirm your name is filled in, or select your username if you are submitting on behalf of someone else.
  3. Choose the PTO dates on the calendar.
  4. Set the start time and end time for each date you are requesting.
  5. Select the type of leave.
  6. Add notes for your admin if needed.
  7. Review the summary of total hours requested, hours available, hours after the request, hours accrued, hours used, and hours pending.
  8. Click Submit Request.
Good to know: Your admin still needs to approve the request, so it will show as pending until then.
Good to know: If the PTO layer is active, your request shows up on the days you requested.
Scheduler Agent: open the Scheduler Agent and tell it you want to request PTO, for example asking for Friday the 21st from 8am to 5pm, then confirm the card and click Submit Request.
How do I submit a time on or time off request?

Submit a time on or time off request to tell the schedule when you want to work or when you cannot, as a one time request or a repeating one, manually or through the Scheduler Agent.

Read the written guide
  1. Click the Add button and choose Add Availability Preference, or click a blank space on a specific date and choose Add Availability Preference. Clicking a date locks in that date, while the Add button lets you pick the date yourself.
  2. Confirm your name is filled in. Admins may need to select their own name or the person they are submitting for.
  3. In Preference Type, choose Time On or Time Off.
  4. In Scheduling Treatment, choose Preferred if you would like this to happen when possible, or Request to send it to your admin. An approved request is treated as a rule the schedule must follow.
  5. Set the start and end of your time frame, or check All Day to cover the whole day.
  6. Set the occurrence if you want the request to repeat daily, weekly, monthly, annually, or on a Custom pattern, and choose the date it should stop.
  7. Select locations if the request only applies to certain locations.
  8. Review the list of affected shifts.
  9. Add notes for your admin, then click Add.
  10. If the request does not appear on your schedule, open Layers and turn on the availability layer.
Good to know: Time frames work differently for each type. For time off, you will not be scheduled on any shift that overlaps the time frame. For time on, you can be scheduled on any shift that starts within the time frame. If you cannot work past 11pm and shifts are 10 hours long, end your time on window at 1pm.
Good to know: For time off, selecting a location means you only want off at that location. Leave it blank to be off everywhere. For time on, select the locations you want to work, or leave it blank if any location works.
Good to know: A repeating request with no end date repeats forever, so always set an end date.
Good to know: Your admin can see your notes even when the request is only a preference.
Scheduler Agent: click Scheduler Agent in the top right and describe the request as specifically as you can, for example time on this Wednesday the 21st at the Centennial location. Answer any follow up questions, read the summary carefully, then click Create Request.
Shifts

Managing Your Shifts

How do I view my schedule and sync it to my personal calendar?

Sync your Soonest schedule to your personal calendar so your shifts show up automatically in Google, Apple, or Outlook.

Read the written guide
  1. Make sure you are logged in to the personal calendar you want to sync.
  2. In Soonest, click your initials in the top right corner.
  3. Click Sync to Calendar.
  4. Choose Apple, Google, or Outlook.
  5. Click Add to Calendar and wait for it to load.
  6. Click Add when the confirmation message appears.
Good to know: Syncing links all of your schedules at once, so if you are assigned to more than one schedule, they will all sync together.
How do I swap or release a shift?

Release a shift or request a direct swap when you cannot work a shift you were assigned.

Read the written guide
  1. Click the shift you want to release to open the sidecard.
  2. Choose Release Shift or Request Direct Swap. You can still switch between the two windows if you picked the wrong one.
  3. For a release, choose Claim Only, Trade Only, or Claim or Trade, depending on whether you need something in exchange.
  4. Add notes for your managers if needed.
  5. For a direct swap, select the coworker you want to send the shift to.
  6. Choose one of their eligible shifts to pick up in exchange. Shifts that are not eligible will show the reason why.
  7. Add a note for your coworker and send the swap request.
Good to know: Even if the coworker accepts a swap, your admin still needs to approve the request.
How do I pick up an open shift?

Browse open shifts and claim or trade for one when you want to pick up extra work.

Read the written guide
  1. Go to the left panel and click Open Shifts.
  2. Set the date range to find the shifts you are looking for.
  3. Click View Details on a shift you want.
  4. Click Claim to pick up the shift without offering one of your own, if that option is available.
  5. Click Offer Trade to exchange one of your own shifts for the open one.
  6. Select the shift you want to trade and send the offer.
Good to know: You cannot pick up a shift that overlaps with one you are already working. You will get a shift conflict error if you try.
How do I call out sick and what happens next?

Call out sick or report an emergency on a day you are scheduled to work so your managers are notified and your shift can be covered.

Read the written guide
  1. Click Today to find the shift you need to release.
  2. If you are an admin, filter by your own name first to see the release options.
  3. Click the shift to open the sidecard.
  4. Under Employee Actions, click the call out button.
  5. Select the reason you are calling out, such as illness, and leave a note for your managers.
  6. Check if there are eligible coworkers to take the shift, and click Direct Swap if you want to arrange one, selecting their name and the shift to trade.
  7. If you are not doing a direct swap, submit your callout.
Good to know: Once submitted, you will see a confirmation and your managers will be notified.
Communication

Staying Connected

How do I use messaging?

Use Messages to chat with coworkers and admins directly inside Soonest, one on one or in a group.

Read the written guide
  1. Go to the left panel and click Messages to open the sidecard with your conversations.
  2. Filter conversations by unread only, or include archived conversations, or search by name.
  3. Click the new conversation button and choose participants. Add more than one person to create a group.
  4. Optionally add a group name and description, then create the conversation.
  5. Click Expand Messages to Full Page if you want to view messages in a full window instead of the sidecard.
  6. In the full page view, use the new conversation button in the top right corner instead of next to the filter button.
Scheduler Agent: open the Scheduler Agent from the top of the site and ask it to send a message to someone, for example asking Samantha to meet with you, then review and send the text it prepares.
Good to know: Telling the AI to find a user and message them directly can be faster than searching through many conversations.
How do I complete my post shift Pulse check in?

Complete the Pulse check in after a shift to let your admins know how your day went and flag anything that needs their attention.

Read the written guide
  1. Click the Pulse Check button at the top of the website.
  2. Review the shift details that auto fill if you just completed a shift, or note it will say Custom if you did not.
  3. Choose the location you worked at if needed.
  4. Rate your day on a scale of 1 to 10, where 10 is crushing and 1 is light.
  5. Type in why you gave that rating. This is optional, but more detail helps.
  6. Check the anonymous box if you want to post without your name attached.
  7. Click the post check button to send the survey.
Good to know: Fill this out regularly and be as honest as possible, it gives your admins visibility into what is going on across the organization.
How do I manage my notification settings?

Use notification settings to control which schedules you hear about and how you get alerted, whether in app, by email, or by text.

Read the written guide
  1. Open the left panel and click Notification Settings Preferences.
  2. Choose which schedules you want notifications from, such as a combined schedule or a specific location.
  3. Review the list of notification categories under each schedule.
  4. For each category, choose to send it in app, by email, or by text message.
  5. In app alerts show up inside the product, and email alerts go to the email on your account.
  6. To get text messages, add your phone number to your profile first and check the box agreeing to receive text messages.
  7. Click Save Changes on your profile after adding your phone number.
  8. Go back to Notification Settings and toggle Text on for the categories you want.
Good to know: You cannot turn on text notifications until your phone number is registered and confirmed on your profile.

For Admins

Setup

Getting Set Up

How do I add and manage users, roles, and tags?

Use Staff Roles, Users, and Tags to set up who works in your organization, what roles they hold, and how you group them.

Read the written guide
  1. Open the left panel, scroll down to Organization, and open Staff Roles.
  2. Click Create Staff Role and add a title and description, using an abbreviation for the title and the full name for the description.
  3. Click Create to save the role, then use Edit to change the title or description later, or archive a role you no longer use.
  4. Go to the Users menu under Organization and click Create New to add a user.
  5. Fill in the user's first and last name, authorization role such as shift admin, org admin, external user, or staff member, and assign staff roles.
  6. Add the user's email, and optionally a phone number and a seniority score.
  7. Add tags to group users outside of roles. Manage tags by clicking the pencil icon next to the tags field and creating new ones.
  8. Select the user's time zone and click Confirm to create the user.
  9. Search users by name, last name, or email, and filter by roles, status, or tags. Edit or archive a user from the three dot menu.
Good to know: Changing a role's title or description updates every schedule and shift already using that role.
Good to know: If a new tag does not appear in the filter list, refresh your browser.
How do I set up locations?

Use the Locations manager to create and organize the physical or virtual locations your schedules and users work from.

Read the written guide
  1. Open the left panel, go to the Organization tab, and click Locations.
  2. Click Create New to add a location.
  3. Enter the location name, choose its time zone, and pick an identifier color to help you spot it on your schedule.
  4. Add tags to group locations, managing them with the pencil icon if needed.
  5. Add an address and, optionally, a phone number, then click Confirm to create the location.
  6. Use Edit Location to update details later, or archive a location you no longer need.
  7. Search your location list by name or tag, and toggle on the option to show archived locations if needed.
  8. To add the location to a schedule, go to Organization, then Schedules, open the schedule, go to Schedule Settings, then Locations, and click the location to add it.
  9. Review the users automatically assigned to the location under All Assigned, remove any you do not need, and click Save and Continue.
Good to know: Adding a location to a schedule automatically adds every user assigned to that schedule to the location as well.
How do I set up scheduling rules?

This video walks you through it step by step.

Step 1

Building Your Schedule

How do I create a shift?

Create shifts on your schedule to define when and where staff are needed, and which roles must fill them.

Read the written guide
  1. Click the add button and choose Create Shift, or click a blank space on the specific date you want and choose Create Shift there.
  2. Note that starting from a specific date fills in the start date for you, while the add button requires you to choose it manually.
  3. Type in a title for the shift, and choose a location if your organization has more than one.
  4. Set the start date and time and the end date and time for the shift.
  5. Set the occurrence, choosing daily, weekly, monthly, annually, or custom for specific patterns like only Tuesdays and Thursdays.
  6. Choose an end date for the occurrence. If you leave it blank, the shift repeats indefinitely.
  7. Click Add Staff Role to choose which roles are needed, such as registered nurse or medical assistant, and increase the count if you need more than one person per role.
  8. Click Add Shift to save it.
  9. Refresh the page if the new shift does not appear right away.
How do I manually assign shifts?

Manually assign specific people to the open roles on a shift when you want to choose who works it yourself.

Read the written guide
  1. Click the shift you want to assign people to.
  2. Scroll down and click View Shift Design.
  3. Click where it says Unassigned for a role to open the assignment section.
  4. Click Staff to see the list of users, along with tags showing their status such as available, shift conflict, or requested PTO.
  5. Check these tags before assigning, since a user might already be at their max shifts for the schedule period.
  6. Select the user you want to assign to that role, then click outside the menu to close it.
  7. Repeat for each open role on the shift.
  8. Click Save and wait a few seconds for the assignment to update.
Good to know: Watch the status tags on each user, such as shift conflict or requested PTO, before assigning them.
How do I update shifts?

Edit an existing shift to change who is assigned, its roles, its time, or how often it repeats, manually or through the Scheduler Agent.

Read the written guide
  1. To assign or unassign a user, click the user slot on the shift, add a user or click the X to remove one, then click Save.
  2. To change the role on a slot, such as switching an MD slot to an NP, change the role in the same window and click Save.
  3. For more detailed assignment changes, click the shift and choose More Options. From the side card you can change users, roles, and the start and end date and time for each assignment, or add more users and roles.
  4. To edit the shift itself, scroll to the bottom of the side card and click Edit Staffing Requirements. Save or discard any assignment changes when asked.
  5. Change the title, location, start time, end time, or dates. The end time updates automatically to keep the shift duration, or you can set it yourself.
  6. To change how the shift repeats, click Repeat, choose Custom, and adjust the days or end date, for example removing Fridays and ending the series on October 30. Click Save.
  7. Add roles, change the number of users needed for each role, or add tags if needed.
  8. Click Update Shift. For a recurring shift, choose This and future occurrences to change only from that day forward, or All occurrences to change past occurrences too.
  9. Click Confirm to apply the change.
Good to know: Choosing All occurrences changes every earlier occurrence in the series, not just future ones.
Scheduler Agent: click Scheduler Agent in the top right and describe the change as specifically as you can, for example removing one MD slot from the 8am to 4pm shift on Thursday, October 22. Answer any follow up questions, review the details it shows, then click the action button to apply it.
How do I copy and paste shifts?

Use this to copy the same shift assignments from one set of days onto another set of days instead of building them again from scratch.

Read the written guide
  1. Click the hamburger button and go to Copy Paste Assignments.
  2. Choose your source date range, for example Monday and Tuesday.
  3. Choose your target date range, for example Thursday and Friday.
  4. Make sure the source range and target range cover the same number of days. You cannot copy one day into two days or two days into one day.
  5. Click Copy Assignments and wait a few seconds for the shifts to copy over.
  6. Check the target days to confirm they now match the source days, including the same shifts, users, and locations.
Step 2

Running the Solver

How do I run the solver?

Run the auto assigner to have the system automatically fill open shifts instead of assigning every shift by hand.

Read the written guide
  1. Click the hamburger button and choose Assign Shifts.
  2. Choose your date range by setting the start date and end date.
  3. Choose a plan type. Incremental fills only the empty shifts and keeps any shifts you already assigned manually.
  4. Choose Clean if you want the system to start from scratch, removing your manual assignments and reassigning everyone automatically.
  5. Click Run Auto Assigner.
  6. Wait while the message shows planning in progress. This can take two to four minutes.
  7. Once finished, check your schedule to confirm all shifts have been filled in.
Good to know: Choose Incremental if you want to keep any shifts you already assigned yourself.
Step 3

Cleaning Up the Schedule

How do I clear shift assignments?

Use this when you need to remove the assigned people from a range of shifts, for example to reassign a few days at once.

Read the written guide
  1. Click the hamburger button and go to Clear Unpublished Assignments.
  2. Check for the published check mark. Published shifts cannot be cleared with this tool.
  3. Select your start and end date for the shifts you want to clear.
  4. Optionally choose specific users, locations, or roles if you only want to clear part of the schedule.
  5. Check the box to run the solver if you want it to reassign new people once the shifts are cleared.
  6. Click to clear the assignments and wait a few seconds for the shifts to clear.
How do I delete shifts?

Use this to remove a shift from the schedule entirely, whether it is a one time shift or a recurring one.

Read the written guide
  1. Click on the shift you want to remove.
  2. Scroll to the bottom of the shift panel and click the delete button.
  3. Choose whether to delete this shift only, this shift and all future occurrences, or all occurrences created with this shift.
  4. If you choose all occurrences, confirm you also want to delete occurrences you manually edited.
  5. Click Confirm to remove the shift from the schedule.
Step 4

Publishing Your Schedule

How do I publish and unpublish shifts?

Use this to control when your team can see their assigned shifts, either publishing them once you are happy with the schedule or unpublishing them if you need to make changes first.

Read the written guide
  1. Check your schedule settings, since shifts may publish automatically or need to be published manually depending on your setup.
  2. Look for the small check mark on a shift to see if it is already published.
  3. To publish, click the hamburger button and go to Manage Shifts.
  4. Choose the date range you want to publish and click Publish Shifts.
  5. Wait a few seconds for the check marks to appear, confirming the shifts are published.
  6. To unpublish, go to the hamburger button, then Manage Shifts, then Unpublish.
  7. Optionally narrow by user, location, or role, or leave these blank to unpublish everything in the range.
  8. Choose your date range and click Unpublish Shifts, then wait a few seconds for the check marks to disappear.
Step 5

Settings and Views

How do I work with filters on the schedule?

Use filters to narrow the schedule down to specific users, locations, roles, unassigned shifts, or other calendars so you can focus on just what you need to see.

Read the written guide
  1. Click on Filters to open the filter options.
  2. Search for a specific user and click on them to see only their shifts, or add more users to compare shifts side by side.
  3. Click Unassigned to see all empty shifts.
  4. Filter by location to see only the shifts for that location, such as Highland Ranch.
  5. Filter by role, such as MD, to see only shifts for that role. You can choose as many roles as you want at the same time.
  6. Click the X on a filter to remove it, or remove all filters to bring back the whole schedule.
  7. Go to Filters and then Additional Calendars to see other schedules in your org without leaving the one you are on.
  8. Click Select All to show every schedule together, or remove one to keep only the ones you want.
Good to know: You cannot remove the calendar you are currently viewing from the additional calendars filter. Switch calendars instead if you want to leave it out.
How do I edit calendar settings?

Use Schedule Settings to configure the general setup of a schedule, including who works on it, time off limits, and which days and locations each person works.

Read the written guide
  1. Go to the left panel and click Schedule Settings.
  2. In Schedule Details, set the schedule name, scheduling mode, pay period, and other general settings, then click Save and Continue.
  3. In People, choose the users assigned to this schedule. Select or deselect everyone at once, search by name, or use Filters to pick a role or tag and click Select All in View to add everyone who matches. Click Save and Continue.
  4. In Time Off Settings, set a maximum number of time off requests per day for specific roles, for example two per day for MAs and NPs. Leave it inactive for no limit. Click Save and Continue.
  5. In Workdays, remove users from any days they do not work, then click Save and Continue.
  6. In Locations, remove users from any locations they do not work, then click Save and Continue.
  7. Review the summary of your settings and click Save and Close.
Good to know: Removing a user from a day or location only tells the solver not to schedule them there. You can still assign them manually.
How do I work with layers on the schedule?

Use layers to switch what you see on the schedule between shifts, PTO requests, and availability requests.

Read the written guide
  1. Click on the layers panel to see the three available layers.
  2. Keep the Schedule layer on to see your shifts, who is assigned, and your locations.
  3. Click on PTO to see anyone who has requested time off on a specific day, along with the status of each request.
  4. Click on Availability to see requests where users have said they want or do not want to work on a specific date.
  5. Turn layers on or off to see one layer at a time, or switch between them as needed.
Approvals

Requests and Approvals

How do I review and approve requests?

Use Requests and Approvals to review, approve, or deny pending requests like shift releases, time off, and other submissions.

Read the written guide
  1. Open the left panel and click Requests and Approvals.
  2. Use the status filter to switch between All, Pending, Approved, or Rejected.
  3. Use the Request Type filter to narrow by type, or filter by Location or by user name.
  4. Select a date range to find requests from a specific period, since requests are schedule based and you may need to switch schedules to see them all.
  5. Click a request to see its details, then approve or decline it.
  6. Use the Actions column to approve or deny requests directly from the list without opening each one.
  7. To handle several at once, check the box next to each request you want, then use bulk approve or bulk reject.
  8. Clear the selection and start over if you select the wrong requests.
Good to know: Different request types, such as shift release, time off, and media requests, show different details.
Operations

Running Your Team

How do I export an hours report?

Use this to generate a spreadsheet of worked hours per user for a date range you choose.

Read the written guide
  1. Click the hamburger button and find the Export Hours button.
  2. Choose the date range for the report, for example the whole month of October.
  3. Click Export to generate an Excel file, which downloads to your computer.
  4. Open the file to see hours listed by user for each week in the range.
  5. Check the end of the report for the total hours across the whole range you selected.
How do I use the Pulse AI dashboard to spot burnout risk?

The Pulse AI dashboard turns your team's Pulse check ins into trends, alerts, and recommendations so you can catch burnout risk early.

Read the written guide
  1. Go to the left panel and click Pulse Dashboard.
  2. Set the time range you want to review, for example the last 90 days.
  3. Use the filters to narrow results by location, user, role, response heaviness, or common topics, or pick a custom date range.
  4. Review the summary at the top: total pulses submitted, response rate, average shift heaviness, and active alerts.
  5. Check the timeline chart for average shift heaviness over time and the alerts beside it. Click View Matching Responses to see the surveys behind an alert.
  6. Review the sentiment analysis and most mentioned topics to see what your team is talking about.
  7. Use the comparative analysis to compare teams by location or role.
  8. Check the analysis by user to spot individuals at risk of burnout, along with the users whose sentiment is improving.
  9. Review the recommendations for reducing burnout and any pulses from users who asked for training or coaching.
  10. Scroll to the bottom to read individual pulse responses. Use the tabs at the top to jump between sections.
Good to know: Check the dashboard often so you can act on alerts and recommendations before burnout sets in.
How do I message a team or broadcast an announcement?

Use this to send one message to an entire group of people at once, either by creating a group conversation or by asking the Scheduler Agent to send it for you.

Read the written guide
  1. Go to the messaging section and start a new conversation like you would for a regular message.
  2. Select all the users you want in the group, for example all your physicians.
  3. Name the conversation and optionally add a description.
  4. Use this same channel later whenever you need to broadcast another announcement to that group.
  5. If you cannot find the conversation or just want to send a one off message, go to the top of the website and click Scheduler Agent instead.
  6. Type your request, such as asking it to send a message to the physicians group, and wait for the AI to respond.
  7. Review the message text the AI prepares in the text box.
  8. Click send once you confirm the message is ready, then check the messages section to see it was sent.
Scheduler Agent: type a request like "send a message to the physicians group" and confirm the message it drafts before sending.

Still need help?

If you have a question these videos don't cover, our team is happy to walk you through it.

Email support@soonest.io