The Schedule tab is the central hub where you can easily schedule your staff on different activities on single or multiple locations & positions. By default, the schedule page will open up in Employee Week mode with the options on top to change the view to Day mode. You can also toggle between the 'Forecast/Position and Employee' view from the left menu.
Quickly create shifts by simply clicking the cell that corresponds to the day and employee/position you want to assign. Shifts can be created manually by clicking the day block of interest for any employee and entering the shift time.
On the top right side of the page you will find the Publish button as well as options to check Conflicts, Copy or Clear Schedule, apply 'Schedule Templates' and an option for saving the current schedule as a template.
Custom Shift View:
This feature will allow managers to add all of the data that they want displayed when scheduling shifts for their employees.
Click Settings tab and under Schedule Settings you can customize the view.
Default data will be Shift Title, Employee/Position, and Start/End time. You can customize your Shift View by dragging and dropping other data from the Available Shift Data column into the Displayed Shift Data column.
As data is added, the Shift Preview will update. You may change the view of the Shift Preview by selecting Employee or Position from the drop-down menu. Click on Save Settings when finished.
There are 4 ways to filter the Schedule:
- By Employee or Position
- By Location or Position
- By individual Employee
- By 'Shifts types' (Unpublished/Published/With conflicts/Without Conflicts)
Managers can filter the schedule by staff & positions for easier visibility and to ensure accuracy when designing shifts. Click the filter icon from top:
- By using the Search option (Forecasts mode only). (allows you to enter keyword, i.e. Shift Notes-Available in forecast view only for, Schedulers/Supervisors/managers)
Easily See Hours You’ve Scheduled for Employees:
You as an employer are now able to quickly see how many hours your employees are scheduled to work on a weekly basis right inside the scheduler.
The hour total is listed right below their names in the Schedule view.
If you have scheduled them to work for more than 40 hours a week, then the number will turn red as a warning, letting you know that this is the case.
This feature gives you the ability to have a very convenient overview of how many hours you have scheduled for each employee and whether you need to make some changes to balance out their work hours and perhaps distribute them more evenly and avoid making people work overtime if it’s not absolutely necessary.
So you don’t have to manually calculate hours for each employee to see who is working how many hours, we do it for you!