Expected User Groups: Predefine Skills or Roles for a Shift

👷 Expected User Groups: Predefine Skills or Roles for a Shift
 

📘 Article Purpose

This article explains how to use Expected User Groups in the Field Schedule to plan shifts when you don’t yet know who will work them—but you know what kind of worker you need.

🎯 What Are Expected User Groups?

Expected User Groups allow you to:

• Define the type of worker needed for a shift (by role or label)
• Set how many people are required per group
• Track which requirements are filled or still outstanding

📌 This is helpful when planning ahead, staffing from a labor pool, or enabling shift applications from subcontractors.

🔧 Where to Use This

You’ll find Expected User Groups in the Shift Slider, below the “Assigned Users” section.

➕ How to Add an Expected User Group

1. In the Shift Slider, scroll to Expected User Groups
2. Click + Add User Group
3. Choose By Label or By Role
   • Label = skill/certification (e.g., “Carpenter”, “First Aid”)
   • Role = Ontraccr system role (e.g., “Foreman”)
4. Enter the quantity of workers you need

📊 What Happens Next?

Once the shift is saved:

• Ontraccr tracks how many assigned users match each expected group
• If you're short (e.g., 3 carpenters needed, only 1 assigned), it shows a deficit
• Helps dispatchers visually confirm coverage

👤 Draft Shift + Expected Users = Applications

If you Save as Draft, and:

• Add an expected group
• Don't assign specific users yet

Then:

• Workers who match the role/label can see the draft
• They can apply for the shift from the mobile app
• Their names appear as Pending Users
• Dispatchers can approve or deny them before publishing

🔐 Permissions That Control Access

In Settings > Roles & Permissions, review:

View Draft Shifts by Role or Label

• Users can see only draft shifts that match their role/label

View All Draft Shifts

• Users can see all draft shifts, regardless of role

🛠️ Use this to manage visibility across subcontractors or specialized staff

🧠 Use Cases