How to Add Shifts to the Scheduler to define and assign shifts to employees.
Shifts are defined and assigned to employees in the Scheduler. Once Shifts are added, the software knows when an employee is supposed to clock in and how long they are supposed to work for. Managers can be alerted if employees arrive late, leave early, or don't show up at all. To add Shifts to the Scheduler, follow the instructions below.
- Go to the Scheduling Product Area. If Scheduling is not available, please skip to the next step.
- Select a “Schedule Plan” from the Left Nav.
3. Open the Scheduler
4. Select an employee to work with.
5. Mouseover a day on the Scheduler and click the + sign.
a. * You can click and drag over an area to add shifts over multiple days.
6. Configure each setting as necessary.
7. Click to add the Shift(or you can publish immediately)..
- Once a shift has been added, shifts can be copied across multiple days of the same week with the following methods:
- Windows - Alt + Left Mouse Button
- Mac – Alt/Option + Left Mouse Button
- Drag and drop a “Shift Template” to apply it.
* Shifts can be copied over an extended period by using the Copy function. See: How to use the Shift Copy Function.
8. Once all of the Shifts have been added, Clickthen select Publish.
* The Shift Block Status on the Scheduler will change from Draft to Published.*
9. * Employees will receive a notification with the Shift details.