User Guide for SHIFT

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SHIFT v1.1.3 User Guide

Contents

Technical Requirements

Installation Process

Signing In

Forgot Password

Forgot Password (continued)

Navigating through the Application

Signing Out

Viewing My Schedule

Browsing Your Shifts Schedule

Navigating The Calendar

Acknowledging a New Schedule

Acknowledging Schedule Changes

Viewing Shift Details

Navigating to a Shift Site

Shift Clock

Shift Clock restrictions

Geofence Restrictions

Clocking In

Taking a Break

Ending a Break

Clocking Out

Open Shifts

Browsing available Open Shifts

Requesting/Taking available Open Shifts

My Account

Viewing Your Personal Info

Viewing Your Availability

Viewing Your Licenses & Permits

Viewing Your Timesheets

Viewing Your Account Credentials

Changing Your Password

Notifications Settings

Known Issues

Feedback

 

 

Technical Requirements

  • Android 6.0+
  • iOS 11.0+

Installation Process

If you’re on Android:

 

  1. Visit this link on your smartphone to download and install TrackTik SHIFT for Android.

 

If you’re on iOS:

 

  1. Visit this link on your smartphone to download and install TrackTik SHIFT for iOS.

 

Signing In

Once you have installed Shift on your smartphone, you can use your TrackTik portal credentials to sign in. Talk to your manager to ensure you have the correct credentials. For username, you can use either your email address or your unique username (as long as they associated with your employee profile in the TrackTik web portal)

 

 

To log in from the Login screen:

  1. Enter your domain URL and select Next.
  2. Enter your username or email address.
  3. Enter your password.
  4. Select Next. You should successfully sign in.

Notes

  • You can select “Forgot Password” to reset your password if needed.
  • You cannot register or create an account from the app. New accounts can only be created by managers/admin in the TrackTik web portal.

Forgot Password


Forgot Password (continued)

 

When you select Forgot Password, you will have to enter the email address associated with your employee profile in the TrackTik web portal so that the system can identify your user profile and send you an email with a temporary link to reset your password. This link will redirect you to the Tracktik SHIFT app, where you will be able to reset your profile password. Once you have successfully reset your password, this will save the new password in your profile for all other products you use (TrackTik staff web portal, kiosk, Guard Tour app, etc.).

 

Note: The password reset link expires after 60 minutes, as stated in the confirmation message and the email you will receive. If you do not reset your password before the link expires, you will have to start the process again.


Navigating through the Application

Once you have signed in, you can access three different sections via the bottom navigation bar:

 

  1. My Schedule - Stay up-to-date on your work schedule
  2. Shift Clock - Easily perform your shift work
  3. My Account - Review your profile information and account settings

Signing Out

 

To sign out:

  1. Go to My Account.
  2. Select Sign out.

Note:  If you sign out, the app will save quick access to your last logged in Domain URL, so you don't have to input it every-time

Viewing My Schedule

You can view your schedule to stay up-to-date on your shifts.

Browsing Your Shifts Schedule

 

 

You can browse your shifts schedule using any of the following:

  1. To browse through shifts, scroll vertically through the shifts list.
  2. To return to today when today is no longer in view, tap on the Today icon on the right corner, right above the weekly calendar.

Navigating The Calendar

 

 

 

  1. Select month title to expand the Shift Calendar to show a monthly view. You can select the month title again to go back to the weekly calendar view.
  2. Swipe horizontally to scroll through the Shifts Calendar

Acknowledging a New Schedule

 

 

When your manager has published new shifts, you will see a ‘New Shifts Assigned’ notification banner.

  1. To acknowledge new shifts, click on the ‘New Shifts Assigned’  banner; it will open a New Shifts Screen, with the list of new shifts assigned where you will be able to select the Acknowledge button. This informs your manager that you have acknowledged your new schedule.
  2. To ensure you have the latest changes, leave and return to the My Schedule screen to prompt a page refresh.

Acknowledging Schedule Changes

 

 

When your manager has made changes to your shift schedule, you will see an ‘updated shifts’ notification banner.

  1. To acknowledge schedule changes, click on the ‘updated shifts’ banner; it will open an Updated Shifts Screen, with the list of shifts that have been changed where you will be able to select the Acknowledge button. This informs your manager that you have acknowledged schedule changes.
  2. To ensure you have the latest changes, leave and return to the My Schedule screen to prompt a page refresh.

Viewing Shift Details

 

 

 

 

To view shift details, select any shift card in the My Schedule screen. In the shift details screen, you will see the shift date, start and end time, duration, site name & address, position and schedule memo (if applicable), allowed breaks (if paid or not) and the post rate.

 

 

Navigating to a Shift Site

To navigate to a shift site;

  1. From the Shift Details screen, select the Get Directions link.
  2. From the Shift Clock screen, before clocking in for a shift, you can access a similar shift details card where you can select the Get Directions link.
  3. From the expanded menu, choose the preferred map app of your choice. The map app will open to navigate you to the shift location.

 

 

Shift Clock

Shift Clock restrictions

Your manager has the ability to block the use of the Shift clock via the SHIFT application. If that is the case, you will not be able to perform any clock actions on the app, and you will see this text instead: “Shift Clock via TrackTik Shift is disabled for this site.”

 

Geofence Restrictions

 

If the sites you are scheduled to work at have been configured with geofence clock-in restrictions, you will be required to give TrackTik SHIFT app access to your location upon selecting clock-in. Once TrackTik SHIFT has access to your location, it can verify you are at the right location; you will not get that message again unless you disable it in your phone settings after. If you try to clock in and are not inside the allowed geofenced area, you will get the message above “Seems like you are not on site!”

Clocking In

 

Option 1

  1. Navigate to the Shift Clock Screen by clicking on the shift clock icon in the bottom navigation.
  2. Select the Clock In button.

Option 2

  1. To clock in from the shift details view, click on the Go To Shift Clock button.
  2. You will be redirected to the Shift Clock Screen.
  3. Select the Clock In button from the shift clock screen.

Note: This button is only accessible once you’re eligible to clock in and if your managers have allowed you to use the Shift Clock section. Until then, you’ll see appropriate messaging in the top banner leading up to when you’re able to clock in.

Taking a Break

 

  1. To start a break, from the Shift clock screen, select the Take Break button. This button is only accessible when you’ve clocked in.
  2. Confirm the action by selecting Start Break in the pop-up confirmation modal.

Ending a Break

  1. To end your break, select the End Break button.
  2. Confirm the action by selecting End Break in the pop-up confirmation modal.

 

Clocking Out

 

  1. To clock out, from the Shift clock screen, select the Clock Out button. This button is only accessible when you’ve clocked in.
  2. Confirm the action by selecting End Shift in the popup confirmation modal.
  3. You will see a success message if the clock out is successful.

Open Shifts

Browsing available Open Shifts

 

 

If you have the permission to request additional shifts from the Open Shifts list, you will see two tabs on the Schedule screen. As shown above, you will have your My Shift section, which includes all the shifts that have been assigned to you and an Open Shifts section that lists all the vacant shifts that are available to be requested/taken by employees (depending on the permissions).

 

Note: This feature needs to be activated by a manager from the TrackTik Admin portal access.

Requesting/Taking available Open Shifts

 

If you are interested in an open shift, you can select one of the available shifts in the list, and this will open the shift details view to see additional information about the shift. From the shift details screen, depending on your permissions, you will be able to either Request Shift, which will set the shift into a pending status until your manager approves or declines it, or you will be able to Take Shift. It will be directly added to your existing schedule and be visible in your My Shifts section.

 

Note: A manager needs to grant you permission from the TrackTik Admin portal access so that you can perform these actions.


My Account

The following allows you to review your profile.

Viewing Your Personal Info

 

To view your personal info:

  1. Go to My Account.
  2. Select your avatar, name & position row.

Viewing Your Availability

 

To view your availability:

  1. Go to My Account.
  2. Select the Availability row.

Note: Currently, it’s not possible to update your availability through TrackTik SHIFT. Subsequent releases may allow this.

Viewing Your Licenses & Permits

 

To view your Licenses & Permits:

  1. Go to My Account.
  2. Select the Licenses & Permits row.

Note: If a License or Permit is about to expire or is expired, you will see a visual indicator and a tag that indicates its status.

Viewing Your Timesheets

 

To view your timesheets:

  1. Go to My Account.
  2. Select the Timesheets row

 

 

 

Viewing Your Account Credentials

To view your account credentials:

  1. Go to My Account.
  2. Select the Account Credentials row.

Changing Your Password

 

To change your Password:

  1. Go to My Account.
  2. Select the Account Credentials row.
  3. Select the Password row.
  4. Enter your current password and select Continue.
  5. Enter your new password twice to confirm and select Save.
  6. Get a confirmation "your password was successfully changed."

Note: If your supervisor uses the option to “Force change password” on TrackTik’s admin web portal, you will go through a similar flow to change your password on the SHIFT app.

Notifications Settings

 

To set your Notification Settings, you need to allow notifications in the TrackTik SHIFT application. Once you have done that, you will see the menu above to turn on/off notifications you want to receive. All notifications will be active by default. To receive any notifications, you must be signed-in to the app; the app can be running in the foreground, in the background or be closed.


 

Known Issues

Here’s what the current known issues are:

  • Only French and English will be fully tested and supported languages.

 

Feedback

We want to know what you think!

  • Report bugs by filling out this bug report form
  • Share feedback by following the guide here
  • Share feedback on the Google Playstore or Appstore

 

 

 

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