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SectionDetails
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OverviewThis document is designed to assist support managers in planning and managing shifts effectively. Each tab contains specific information relevant to different aspects of shift planning. Follow the instructions in each section to ensure accurate and efficient management. Use the filters and sorting options to customize your view as needed.
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Shift ScheduleThis sheet contains the shift schedule, including dates, times, required staffing levels, and notes. To ensure proper coverage, fill out the required staffing and assigned employees columns. Use the notes section for any additional comments or observations. You can filter by date or shift type to view specific schedules.
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Employee Assignments
This sheet lists all employees, their roles, contact information, and skills. Update this information regularly to reflect current staffing. Use this data to match employees with appropriate shifts based on their skills. Ensure contact information is up to date for quick communication.
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Coverage Requirements
This sheet outlines the required staffing levels and necessary skill sets for each shift. Ensure that the staffing levels match the requirements and that the assigned employees possess the necessary skills. Regularly review and update to accommodate changes in staffing needs.
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Employee AvailabilityThis sheet captures employee preferences, availability, constraints, and leave requests. Update this information regularly to accommodate employee needs and ensure adequate coverage. Review leave requests to manage time-off efficiently. Use the availability data to avoid scheduling conflicts.
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Compliance and Regulations
This sheet tracks compliance with labor laws and union agreements. Regularly review and update compliance status to ensure adherence to regulations. Use this information to avoid scheduling conflicts and maintain legal compliance. Document any compliance issues and actions taken to resolve them.
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