Shift Scheduling

Shift Scheduling - the basics

About Shift Scheduling

Written by Oliver Cook
Updated over a week ago

Set up Shift Scheduling

A collection of guides to help you set up Shift Scheduling, including your scheduling permissions, schedule groups, and shift templates.

Written by Oliver Cook
Updated over a week ago

Scheduling permissions

Allow who you want access to scheduling settings, adding shifts, and reports.

Written by Oliver Cook
Updated over a week ago

Set up schedule groups

Create schedule groups, set limits, and assign them to employees and managers.

Written by Oliver Cook
Updated over a week ago

General settings in Shift Scheduling

Set up general settings such as allowing employees to be able to advise their availability and rules for when booking time off.

Written by Oliver Cook
Updated over a week ago

Set up 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.

Written by Oliver Cook
Updated over a week ago

Set up areas

Create areas to assign a particular job to a location.

Written by Oliver Cook
Updated over a week ago

Set up shift templates

Create templates to save time when creating shifts and open shifts.

Written by Oliver Cook
Updated over a week ago

Set schedule group limits

How to set limits for your schedule groups.

Written by Oliver Cook
Updated over a week ago

Specify 'Night hours' for shifts

Specify what hours are considered as nighttime hours for certain shifts.

Written by Daniels Korens
Updated over a week ago

Work hours for schedule groups

How to set up work hours to base maximum hours on for a schedule group.

Written by Daniels Korens
Updated over a week ago

Add a schedule administrator

How to give someone admin access to the Shift Scheduling module

Written by Oliver Cook
Updated over a week ago

Create a schedule group

How to add a new schedule group.

Written by Oliver Cook
Updated over a week ago

Add a Schedule group manager

How to assign a manager to a schedule group.

Written by Oliver Cook
Updated over a week ago

Add employees to a Schedule group

How to assign employees to a Schedule group

Written by Oliver Cook
Updated over a week ago

Create a shift template

Create shift templates to save you time when creating shifts.

Written by Oliver Cook
Updated over a week ago

Create an Area

How to add a new area to identify a location for a job or duty when scheduling shifts.

Written by Oliver Cook
Updated over a week ago

Assign a default area to employees

Assign employees to a default area to help with scheduling shifts.

Written by Oliver Cook
Updated over a week ago

Assign a default area to a shift template

How to give a shift template a default area.

Written by Oliver Cook
Updated over a week ago

Edit rules when adding shifts on days with a time off request on

How to amend rules to establish what happens when you add a shift on a day where there is already a time off request for it.

Written by Oliver Cook
Updated over a week ago

Edit rules when booking time off on days with shifts assigned

How to amend rules to establish what happens when someone has a time off request on a day they already have a shift.

Written by Oliver Cook
Updated over a week ago

Add and amend shifts

How to create, edit, move and copy shifts for employees.

Written by Oliver Cook
Updated over a week ago

Publish shifts

How to allow employees to see their scheduled shifts

Written by Oliver Cook
Updated over a week ago

View shift schedule

How to view the shift schedule where you can see shifts.

Written by Oliver Cook
Updated over a week ago

Advise schedule availability

Allow your employer to know your availability for shifts.

Written by Oliver Cook
Updated over a week ago

Subscribe to shift schedule in iCal, Office 365 or Outlook

You can sync your schedule to your email provide calendar.

Written by Daniels Korens
Updated over a week ago

Shift Schedule in iCal, Office 365 or Outlook calendar

What can employees see - only their own shift schedule, their team's schedule, or company wide shift schedule.

Written by Julianna Markova
Updated over a week ago

Keyboard shortcuts in Scheduling

Shortcuts to use for easier when use shift scheduling.

Written by Daniels Korens
Updated over a week ago

Enable open shifts for your schedule groups

Learn what are the advantages of open shifts and how to enable them on your schedule groups.

Written by Daniels Korens
Updated over a week ago

Create an open shift template

Create open shift templates to save you time when creating open shifts.

Written by Oliver Cook
Updated over a week ago

Adding open shifts to a group's schedule

Once the schedule group has open shifts enabled, group managers can start adding open shifts that employees will be able to pick up.

Written by Daniels Korens
Updated over a week ago

Employees picking up open shifts

Once open shifts have been added to a group's schedule, employees in the group can start picking up the shifts that best suit them.

Written by Daniels Korens
Updated over a week ago

Employees releasing open shifts

If you change your mind, you can return the slot you've taken from any open shift and make it available to your colleagues.

Written by Daniels Korens
Updated over a week ago

Assign a default area to an open shift template

How to give an open shift template a default area.

Written by Oliver Cook
Updated over a week ago