Scheduling/Rostering

Adding a Shift
Prerequisite: Only Admin or Manager can add or edit a shift. To add a shift, navigate to the Schedule page.  Select the + button on where you'd like...
Wed, 20 Jan, 2021 at 3:12 PM
Adding Shift Note and Daily Notes
Prerequisite: Only Admin or Manager can add or edit a shift to add a note. You can add additional information to an individual shift or a whole day.  Sh...
Wed, 20 Jan, 2021 at 3:12 PM
Copying a Shift
For easier shift creation, you may use the copy shift feature.  You can follow the steps below. On the schedule page, find a shift you wish to copy Yo...
Wed, 20 Jan, 2021 at 3:13 PM
Copying a Week
For much easier shift creation, you can easily copy the current week roster to the next 14 weeks. You can follow the steps below. Navigate to the Sched...
Wed, 20 Jan, 2021 at 3:13 PM
How to Use Shift Templates
You can now save shifts you use regularly as templates for faster schedule creation.  Build or select an existing shift that is used often and then cli...
Wed, 20 Jan, 2021 at 3:13 PM
Creating and Using Week Templates
You can create templates of rosters to be used at a future point in time.  This is especially helpful when you have rotating schedules or common schedules t...
Wed, 20 Jan, 2021 at 3:13 PM
Publishing a Schedule
Once you're done creating a schedule/roster, you can then publish it. Publishing a schedule will communicate an individualized Schedule to all staff vi...
Wed, 20 Jan, 2021 at 3:13 PM
How to Enter Availability on the Schedule Screen
You may mark the staff as unavailable/partially available on those days that they are not available to do the shift. This will help you to make sure that yo...
Wed, 20 Jan, 2021 at 3:15 PM
Roster by Employee
You can refer to this article on how to add a Shift. The only difference is that you are on the Employee's view. Prerequisite: Only Admin or Manage...
Wed, 20 Jan, 2021 at 3:15 PM
Roster by Position
Prerequisite: Only Admin or Manager can add or edit a shift. To add a shift, navigate to the Schedule page.  Select the + button on where you'd like...
Wed, 20 Jan, 2021 at 3:15 PM