Make the Schedule - an overview
Scheduling for one day is the process of adding shifts, assigning employees, and publishing the day.
4 Basic Steps for Making the Weekly Schedule:
- Add shifts (position and time) on the day: Use a template, the Draw Shifts feature, or Add Shifts.
- Fill each shift with the right employee: Press Smart Scheduling button on the top right of the scheduling page.
- Repeat this process for each day. To go between days, simply click on the next day in the guide bar to advance.
- Publish the schedule: One day at a time or wait and publish the whole week at once.
Common additional steps:
- Make a Template? After you add shifts to the first day, you can make a template of the day so that you can repeat the pattern over and over.
- Need projections? You can Set Projections for the week prior to scheduling. (Optional)
- Review the schedule before you publish (check for for conflicts)
