Mastering Mesh AI: A Comprehensive Guide to Scheduling

Table of Contents

1. Introduction
2. Accessing and Viewing Your Schedule
3. Making Requests
4. Swapping Shifts
5. Managing User Settings
6. Exporting Your Schedule
7. Using the Mesh AI Mobile App
8. Additional Features and Tips
9. Conclusion

Introduction

Welcome to Mesh AI, the Scheduling system designed to make your life easier. Whether you're new to the system or looking for a refresh on some of our features, this guide will walk you through everything you need to know. From accessing and viewing your schedule to making requests and swapping shifts, we'll cover it all. So let's dive in!

Accessing and Viewing Your Schedule

To access your schedule on Mesh AI, you have two options – our web platform and our mobile app. Both platforms offer a user-friendly interface and allow you to view your assigned shifts. When you log in, the first page you'll see is your personal calendar, which displays all the shifts assigned to you in any of the teams you're a member of.

Navigating Your Calendar

You can scroll through the months using the arrows and view upcoming shifts assigned to you. To view shift details, simply click on them. You can also toggle between different calendar views such as timeline, weekly, or regular calendar, depending on your preference. Additionally, you can sync your personal calendar with Google Calendar, Outlook, or iOS calendars.

Organizational Shift Overview

If you're a member of an organization that encompasses several smaller teams, you can access an organizational shift overview. This shows all the shifts across all teams in your organization, even the ones you aren't a member of. It's a useful tool to keep track of where your co-workers are at any given time.

Making Requests

Mesh AI allows you to make requests for time off, shift changes, or other schedule modifications. Before making a request, ensure it is inputted before the auto scheduler runs. Otherwise, it won't change your assignments. To make a request, navigate to your own schedule and select the dates and team you want to make the request for. You can specify the request type, such as vacation or require off, and add a note if necessary. Once submitted, your request will appear in your schedule as pending approval. Admin approval is required for the request to be considered by the auto scheduler.

Swapping Shifts

If you need to swap shifts with a teammate, you can list the shift in your team's bazaar. Start by finding the shift you want to swap and click on it to view the shift details. Then, click "Make Deal" and choose whether you want to offer the shift to anyone in your team or to a specific person. Mesh AI's recommendation engine will show you the best fit for the shift based on availability and qualifications. You can leave a note when offering the shift, and once listed in the bazaar, it can be approved by your admin or picked up by a teammate.

Managing User Settings

In Mesh AI, you have control over your user settings. You can access your settings through the web platform or the mobile app. Here, you can update your basic information, customize your notification preferences, and manage your mobile push notifications. You can also reach out to our support team for assistance by visiting the Mesh AI Help Center.

Exporting Your Schedule

Sometimes you may need a printed or digital version of your schedule for external use. Mesh AI allows you to export your schedule to PDF or Excel spreadsheet format. Simply click the export button and choose the format you prefer. You can customize the information included in the exported file, such as shifts, dates, and team details.

Using the Mesh AI Mobile App

When you're on the go, you can access your schedule and perform various tasks using the Mesh AI mobile app. The app is available for both iOS and Android devices. After logging in, you'll see a condensed view of your calendar. You can switch between monthly and daily views, view shift details, and make requests or offers in the bazaar. The app offers the same features as the web platform but in a mobile-optimized interface.

Additional Features and Tips

• Mesh AI offers additional features such as the ability to filter your calendar view by date labels, shifts, and requests.
• You can save filters for quick access and customize your view further by filtering to specific team members or job types.
• Remember to check with your admin if your team has any customized request types or specific rules for shift swaps.
• If you ever need help, Mesh AI provides a comprehensive support center, where you can find helpful articles or chat with a support agent directly.
• Stay up to date with the latest features and promotions by enabling notifications in your user settings.

Conclusion

Congratulations! You're now equipped with the knowledge needed to navigate and use the Mesh ai Scheduling system effectively. Whether you're accessing your schedule through the web platform or the mobile app, you can view your assigned shifts, make requests, swap shifts, and manage your user settings. Mesh AI is here to simplify your scheduling experience and make your life easier. If you ever have any questions or need assistance, our customer support team is always ready to help.