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Shift Scheduling
Shift Scheduling
Set up, manage, and use the Shift Scheduling module to manage shifts for employees.
Oliver Cook avatarDaniels Korens avatarJulianna Markova avatar
By Oliver and 2 others3 authors34 articles
Shift Scheduling - the basics

Set up Shift Scheduling


Set up Shift Scheduling
Shift Scheduling permissions
Add a schedule administrator
General settings in Shift Scheduling
Set up rules for time off and scheduling
Edit rules when adding shifts on days with a time off request on
Edit rules when booking time off on days with shifts assigned

Managing shifts


Add and amend shifts
Publish shifts

Employees using Shift Scheduling


View shift schedule
Advise schedule availability
Subscribe to shift schedule in iCal, Office 365 or Outlook
Shift Schedule in iCal, Office 365 or Outlook calendar
Keyboard shortcuts in Scheduling

Schedule groups


Set up schedule groups
Create a schedule group
Add employees to a Schedule group
Add a Schedule group manager
Work hours for schedule groups
Set schedule group limits
Specify 'Night hours' for shifts

Areas


Set up areas
Create an Area
Assign a default area to employees

Shift templates


Create a shift template
Set up shift templates
Assign a default area to a shift template

Open shifts


Enable open shifts for your schedule groups
Create an open shift template
Adding open shifts to a group's schedule
Employees picking up open shifts
Employees releasing open shifts
Assign a default area to an open shift template
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