Scheduling for Admins and Managers

Admins can schedule shifts for anyone in the company. Managers will only be able to schedule shifts for their subordinates. The steps they take to schedule and edit these shifts will be the same.



To enter a shift:

  1. From the Scheduling app, click on the date you'd like to add a shift, or Add Shift from the toolbar.
  2. To save the shift, you must have a valid date & time.
  3. Either publish the shift now by clicking Save & Publish, or Save to return to the calendar without publishing.
  4. Once you Publish a shift, employees receive a notification that their schedule has been updated.
At this time, meal breaks cannot be added to a shift.

AddaShiftCalendar

To copy an entire week's shift:

  1. Click on the three stacked dots at the top right corner of the calendar.
  2. Click on Copy From Another Week.
  3. Select the week you'd like to copy.
  4. Click Copy to copy the week you're viewing.
CopyShift

To edit a shift:

  1. Click on the shift you'd like to edit.
  2. Make any desired adjustments.
  3. Either Save to return to the calendar without notifying the employee, or Save & Publish the shift to notify the employee of any changes

To delete a shift:

  1. Hover over the shift you'd like to remove.
  2. Click the three stacked dots in the upper right corner of the shift.
  3. Select Delete Shift.
Deleteashift

or
1. Select the shift you wish to delete.
2. On the pop-up window, click Delete this shift in the lower left corner.

To publish an edited shift:

  1. Make your desired edits on the shift. 
  2. Click on either Save or Save & Publish (to notify the employee).
publishing

Discarding changes:

  1. Click on the three stacked dots in the upper right corner.
  2. Select Discard Changes.
  3. Confirm that you'd like to continue by clicking Discard Changes.
    *Please note that this will remove any unpublished changes to your current view.
discard changes

Clearing the schedule:

  1. Click on the three stacked dots in the upper right corner.
  2. Click on Clear Schedule.
  3. Confirm that you'd like to continue by clicking Clear Schedule
    *Please note that all shifts (published and unpublished) in your current view will be deleted.
clear schedule

Set up recurring shifts

To set up a recurring shift, you can click Add Shift or select one of the shifts already on the schedule.
  1. Once the shift details have been filled out, check the box next to Recurring Shift
  2. Select how often the shift will reoccur, on which days, and for how long the shift will reoccur (Indefinite means the shift will repeat forever).
  3. Press Save.
  4. All recurring shifts will be notated by the repeat symbol.

Edit or delete a recurring shift

  1. Select the recurring shift you'd like to make changes to.
  2. Make any changes, if editing.
  3. When saving edits or deleting a recurring shift, you'll be asked if you'd like to apply these changes to one shift, or every recurring shift in that series.
  4. Press Save.
Delete Edit Recurring

Want to learn more about Scheduling for Admins? Check out our free training!

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