Sage HR

Shift Scheduling - the basics

Oliver Cook

Daniels Korens

Julianna Markova

Shift Scheduling

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

Set up Shift Scheduling

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

Shift Scheduling permissions

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

Set up schedule groups

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

General settings in Shift Scheduling

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

Set up rules for time off and scheduling

Create areas to assign a particular job to a location.

Set up areas

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

Set up shift templates

How to set limits for your schedule groups.

Set schedule group limits

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

Specify 'Night hours' for shifts

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

Work hours for schedule groups

Optional Shift Scheduling settings

How to give someone admin access to the Shift Scheduling module

Add a schedule administrator

Create a schedule group

How to assign a manager to a schedule group.

Add a Schedule group manager

How to assign employees to a Schedule group

Add employees to a Schedule group

Create shift templates to save you time when creating shifts.

Create a shift template

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

Create an Area

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

Assign a default area to employees

How to give a shift template a default area.

Assign a default area to a shift template

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.

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

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

Edit rules when booking time off on days with shifts assigned

Manage the Shift Scheduling module

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

Add and amend shifts

How to allow employees to see their scheduled shifts

Publish shifts

Managers using Shift Scheduling

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

View shift schedule

Allow your employer to know your availability for shifts.

Advise schedule availability

You can sync your schedule to your email provide calendar.

Subscribe to shift schedule in iCal, Office 365 or Outlook

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

Shift Schedule in iCal, Office 365 or Outlook calendar

Shortcuts to use for easier when use shift scheduling.

Keyboard shortcuts in Scheduling

Employees using Shift Scheduling

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

Enable open shifts for your schedule groups

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

Create an open shift template

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

Adding open shifts to a group's schedule

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.

Employees picking up 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.