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Overview: The Scheduling Add-On allows you to create, manage, and adjust schedules easily using a drag-and-drop interface. It includes features such as availability settings, shift trades, shift covers, and more to help streamline your workforce management.
This add-on is available for $1.00 per user per month unless you’re on the Pro or Enterprise plan, where it’s included at no additional cost.
Instructions:
What's Included?
Drag-and-Drop Scheduling—Quickly create and adjust employee schedules by dragging and dropping shifts into place.
Availability Tracking—Employees can set their availability, making it easier to schedule shifts based on who is available.
Shift Trades & Covers:
Shift Trades: Employees can request to swap shifts with coworkers.
Shift Covers: Employees can offer their shift to be covered by another team member.
Position Codes—Assign position codes to shifts for an additional level of tracking, ensuring the right employees are scheduled for the correct roles.
Scheduling Reports—Access Absence Reports and Early/Late Reports to track attendance trends, identify scheduling gaps, and monitor employee punctuality.
Recurring Shifts—Set up recurring schedules to automate shift creation and reduce manual work.
Time Off Integration—See approved time-off requests directly in the schedule to avoid conflicts.
Schedule Notifications—Employees receive alerts and reminders about their upcoming shifts.
Mobile & Web Access—Schedules can be accessed and managed from any device, ensuring flexibility for both managers and employees.
How to Enable the Scheduling Add-On
Important: If you're on the Pro or Enterprise plan, Scheduling is included and can be enabled from the Settings --> Scheduling page.
1. Start by clicking Settings in the top navigation followed by Billing:
2. You can also access the Billing page by choosing your name in the top right-hand corner followed by Billing:
3. Once on the billing page, find the Scheduling option and click Add Now:
4. You can review your change and then proceed by clicking Next:
5. As a last step, choose the Update Plan option to complete the process:
Important: If you're in the middle of a year we'll pro-rate your
current year and the new plan price. Details will be in the emailed receipt.
6. Once your purchase is complete, you'll see the new Schedule option in the top navigation:
FAQ
Q: What happens to my schedule after the add-on is removed?
A: Without the add-on, you will no longer have access to the Schedule tab or included features.
Q: Can I enable the add-on for specific users only?
A: No, the add-on applies to all users in your account at the per-user monthly rate.