Create a schedule group

How to add a new schedule group.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Schedule groups control which employees and managers can access the Scheduling functionality.

Admins and Scheduling admins can create new groups or edit existing groups when required.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Scheduling, then click Schedule groups.

  3. Click Add group.

    📌TIP: To edit an existing schedule group click on the pencil icon.

  4. Name the group.

  5. If required, you can select Enable open shifts - This allows open shifts to be added that employees can pick themselves - Read more >

  6. Click Save.

  7. You are then prompted to assign employees and managers to the group.

    If you want to assign employees or assign managers to this group later, click Cancel.

    To do it now:

    1. For employees click on the Employees tab, select the relevant employees.

    2. To select a manager, click on the Managers tab select the relevant person.

    3. Once done, Click Save.

    Your new group will be listed in your Schedule group settings.

📌TIP: To edit an existing schedule group click on the pencil icon. To delete the group click on the rubbish bin icon.

📎NOTE: If you delete a schedule group with employees assigned, if they are not assigned to other schedule groups they will automatically assign back to Employees without schedules

Next Steps

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