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Shift Scheduling
Shift Scheduling
Set up and manage shifts for employees.
34 articles in this collection
Written by
Julianna Markova,
Daniels Korens,
and
Oliver Cook
Shift Scheduling - the basics
About Shift Scheduling
Written by
Oliver Cook
Updated over a week ago
Set up Shift Scheduling
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
Shift 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
Optional Shift Scheduling settings
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
Manage the Shift Scheduling module
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
Managers using Shift Scheduling
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
Employees using Shift Scheduling
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
Open shifts
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