Creating Schedules

1.   Navigate to Schedule>Schedule

Once inside the scheduler, the default view is of the current week.    This can be changed by clicking on the box that contains the current date range at the top left.  Use this to navigate to past, or future weeks.

By default, all employees schedules are shown  Individual employee schedules can be filtered out by selecting the employee filter box, then selecting desired name, and then clicking on the magnifying glass icon.  

Also by default,  the schedule view is grouped by job.  This selection can be toggled off and on by checking / unchecking the option at the top of the schedule page.

The schedule can be viewed in 3 different ways.  Schedule view, Timeline view and List View.  

The schedule also may be viewed from the perspective of all locations, or by any one of the locations previously set up

2. To Begin Scheduling, hover over the inside the date box along the row of the person being scheduled

     to reveal a + symbol, and click. This will open a New event dialogue box, such as seen below.    

3.Event type: Use the drop-down box  byEvent typeto select the type of shift entry being entered into        the schedule.   Note: Regular shift: a shift to be worked by a specific person at a specific time.   Open

    shift:a sift that is available to be picked up by a single individual. Unavailable time:  A period of time in

    which a specific individual will be unavailable for schedule placement.Paid time off: Time an individual

    has previously earned that is being taken off and compensated for. Holidays:Time the company has 

    given the individual off due to a company recognized holiday. 

4.Date:The date selected from the calendar is defaulted in thedatebox.  This can be modified by

    clicking  inside the date box and changing the date from the calendar that populates.  

5. Location:Select location by selecting inside the box labeledselect locationand highlighting the

     appropriate  selection.  Otherwise, leave it blank and no location will be associated with the entry. 

Note:  If the inappropriate selection was made, it can be removed by clicking the "X" next to the

     location name listed in the box

6. Job:Select  job description by selecting inside the box labeledselect joband highlighting the

     appropriate selection.  Otherwise, leave it blank and no job type  will be associated with the entry. 

     Note:  If the inappropriate selection was made, it can be removed by clicking the "X" next to the job     

     type name listed in the box

7. Employees:Select the employee(s) to be scheduled by clicking inside theemployee(s)box.  Click on

    the name(s) to be scheduled.  Note: multiple names may be selected.

8.:Hours: Set the hours to be scheduled by clicking in the start or end hours box and enter the time. 

Note:  AM and PM is a simple toggle. 

9. Ends next day:  Check if this is a one day only event.  Or if this is a repeating event selectMore

    options.

10. Repeats on:Select  Select with day(s) this event will repeat on by selecting S=Sunday,M=Monday,

T= Tuesday,W= Wednesday,T= Thursday,F= Friday,S= Saturday. 

11. Repeat:  Select if this event will repeat Just this week, Weekly, Monthly or Annually.  Note:  If the

       event repeats beyond "this week", it is necessary to also select an end date or a number of 

       occurrences. 

12. Shift Notes:   Leave any notes to be viewed in app about this entry or series of entries.  

13. Add Event:  Click the Add event button the finalize this new event.  Note:  Selecting Cancel will close

       the new event box down and no entry will be placed on the schedule. 

Once the event has been added, a brief message will display indicating a new event has been added and the scheduled item will be displayed on the scheduling calendar.  When ready for the new schedule to be synced to the app, select Publish in the upper right corner.  

APublish scheduledialogue box will display in the center of the screen asking what it should do next. SelectNotify staff, Notify staff and adminorDo not notify anyone.

Select Publish one final time and the following message will appear to indicate the task is complete.

Select OK.