Overview: The Scheduling feature enables you to create and publish shifts for your team quickly and efficiently. You can assign shifts to employees or create open shifts that managers can distribute as needed.
Note: Scheduling is included in the Pro and Enterprise plans and is available as an add-on to the Starter plan for $1 per user/month. For a breakdown of what's included in each plan, click on a plan name below:
Instructions:
How to Create Schedules
1. To create a shift, start by clicking Schedule in the top navigation followed by View Schedule:
2. Once on the Schedule page, click an open area to populate the shift creation box:
2a. Or click under the Open Shift row to create an open shift that can be assigned later:
3. From the schedule creation box you can specify:
Which employee(s) should be assigned to the shift
The shift start/end time
A break (this is for informational purposes only)
Choose a color for the shift
Assign any Location, Department, or Position codes
Add a note
Click Add Shift once you've entered all the necessary details:
How to Publish Schedules
1. Once the shift has been added to the schedule, it will be in draft mode. This is indicated by an outlined shift. To publish, click the Publish button in the top right-hand corner:
2. When publishing you have the option of sending a notification to:
All employees
Employees with changes only (i.e. edits or deletions)
Employees in the current view
Employees with shifts in the current view
Once you've made your selection, you can then either publish via email, push notification, or both:
