Account owners and admins can create weekly schedules and edit shifts for all staff members from the schedule page/team schedule view tab.
Supervisors can also create and manage schedules but only for their direct report employees.
To start building a schedule and add in shifts, follow these steps...
1. Head to the schedule page and select the team schedule view tab.
2. Click on the 'Add A Shift' button or select a date directly within the schedule calendar to open the add shift details window.
3. From the add shift details window, fill out the following prompts to fit the shift you want to create.
-Select Schedule: Select the desired shift title/schedule you want to add the shift to.
-Employee: Select the employee you wish to assign the current shift to. You can select multiple employees at a time if they will be working the same shift. Or you can select Unassigned to create a shift without an employee designated to the shift. You can then assign an employee at a later time when ready.
NOTE: To help with schedule planning, the employee selection menu will list the amount of hours currently scheduled for each employee in the selected schedule period as well as the employees current department.
-Shift Label: Select the desired shift label here.
-Calendar: Select the specific date of the shift you wish to add by clicking the date on the calendar.
-Shift Times: Select the shifts start time, end time and the length of the shifts break time. You can also check off All Day if the shift will be considered a full day.
-Comment Field: You may leave an optional comment here if desired.
4. When done, select save to add the shift to the schedule.
5. Then continue this process until you have fully built a weekly schedule. After you are finished, the schedule must be published before employees will be able to view their shifts.
After a schedule is created and published, it can be saved as a template. Schedule templates can then be used to quickly build the same schedule again on future dates.
Scheduled Hours / Available Hours
On the Team Schedule page, each employee scheduled will display two numbers next to their name to help with shift planning. The number on the left shows how many hours they are currently scheduled for, while the number on the right shows the maximum number of hours they are available to work each week. This makes it easy for schedule builders to quickly see how many hours an employee can still be assigned.
To update an employees availability and max amount of hours, select the 3 dot ellipsis symbol next to the employees name and then select edit availability. Employees can also access and edit their own availability from their 'My Schedule' page.
Overlapping Schedules
As a precaution, a warning notification will be visible when scheduling an employee with overlapping shifts. However, you can still schedule overlapping shifts if desired.
Clearing Schedules
You can quickly clear a whole week's schedule if ever needed so you can easily start over.
To quickly clear a week's schedule, follow these steps...
1. From the scheduling page/team schedule view tab, locate the schedule you want to clear in the calendar and then click on the three dot ellipsis symbol next to the 'Add A Shift' button.
2. Then select the 'clear schedule' option.
3. In the window that opens, select if you want to notify any impacted team members of the schedule change or you can choose to erase the schedule without sending any notifications. Then click on clear schedule to finish erasing the selected schedule.