Overview
Here are some example scenarios of various actions you may take as a manager in the Unit Directory page.
Change staff’s employment type
Go to unit directory in Vitalize
Edit the specific staff's profile
Change the employment type accordingly
Turn on self-scheduling inclusion criteria
Go to unit directory in Vitalize
Edit the specific staff's profile
Under self-scheduling inclusions, enable the appropriate inclusion criteria
Update Staff Permissions
Here's a video on how to update staff permissions!
Instructions:
Go to
Unit Directory(found on the side-bar navigation)Search for the staff you’d like to update
Click
Editon the top right cornerClick
Permissions OverridesScroll down to
Manager AccessClick any dropdown (eg., Schedule Access), and update permissions to read-only, full-access, or none
Read-only: The staff will be able to see & click into the specific permissions (eg., Open Shift Management, Manager Schedule, etc.), but cannot click
Full-access: The staff will be able to access all permissions that the manager can (eg., approve open shifts, edit schedule, etc.)
None: The staff won’t be able to see or click into any specific permissions
Click Save Changes at the bottom of the screen