Creating schedules is quick and easy. Before scheduling, we recommend that you create positions, add employees, and assign your employees with positions and availabilities.

Creating a new schedule

By Position

  1. Navigate to Scheduler
  2. Select the day to schedule in the calendar
  3. Select the Position view in the view selector of the toolbar
  4. Click New Shift next to a position to create a new shift for that position
  5. Drag the shift to adjust the start and end time
  6. Click on the shift to edit information in the popover window, and assign employees in the left sidebar

All changes are saved automatically. Repeat these steps until you finish creating the schedule.

By Employee

  1. Navigate to Scheduler
  2. Select the day to schedule in the calendar
  3. Select the Employee view in the view selector of the toolbar
  4. Next to an employee name, select the shift position, then click New Shift
  5. Drag the shift to adjust the start and end time
  6. Click on the shift to edit information in the popover window, and assign employees in the left sidebar

You will notice that the background is colored differently. Dark zones indicate that the employee is not available at that moment. Light zones indicate that the employee is available.

Publishing a schedule

Once you're satisfied with the schedule, quickly review and publish your new schedule to your employees. Your employees will receive it by email and/or text message. They can also view their latest schedule in the Schedules app and on our website.

  1. Click Publish in the toolbar to review your pending changes. If no changes were made in the day or week, the button cannot be clicked.
  2. Select Publish options to publish only the day, or the entire week at once.
  3. Click Publish in the popover window to send the schedule to your employees.

For more information about publishing, read Publishing Schedules.

Tips

If your schedule is repeated, explore the Copy Shifts functionality to copy shifts from past schedules.