To get the most from Shift Scheduling, we recommend you set up the following functions before using the module.

Before you start

Make sure you've set up the Core HR module
Make sure you've set up the Leave Management module
Make sure you've added or started a trial for the Shift Scheduling module

📎NOTE: If you use Sage HR integrated with Sage Payroll UK, there are different steps to subscribe to Sage HR modules. Trials are also not available with this integration.

Scheduling Permissions

Allow who you want access to scheduling settings and reports.

General Settings

Set up general settings such as allowing employees to be able to advise their availability.

Schedule Groups

Create schedule groups for employees to help schedule shifts.

Rules for Time Off and Scheduling

Rules allow you to control how time off requests and adding shifts react when shifts are already scheduled on selected dates.

Areas

Create areas to assign a particular job to a location.

Shift Templates

Help save time when creating a shift.

What to do next?

Now you've set up Shift Scheduling, you're all sorted to managing shifts for your employees.

Before you do that, if you have other additional Sage HR modules, we recommend you set these up next.

Provide access to employees

Once you've set up all your active Sage HR modules, if you haven't already sent your employees welcome emails, you can send them now so they can start using Sage HR.

📎NOTE: If you already sent employees welcome emails, but you disabled their access until you were finished setting up, you should enable their access now. If required, you can easily resend them a welcome email.

📌TIP: If you want to get up to speed with using Shift scheduling, visit our free e-learns in Sage University.