Play the video to see how you create a new schedule 👇📆
Go to Schedule > Plan new period
Click on New plan Here you can create a new template or you can load a saved template. If you have a saved template you want to use click on: ➡️ Actions ➡️ Load template 3. When you are done with the template, click on Save and then on Roll out.
If you encounter issues while publishing, ensure there are no rule violations such as insufficient rest hours between shifts or exceeded self-reported absences. Address these blockers by adjusting the schedule or seeking administrative approval.
Before publishing the schedule, you can still make changes to the shifts without your employees seeing it. Once you have finished editing the period, click on Publish to release the schedule and inform your employees. ✅ You can also use the "eye" icon to preview templates before editing them. This ensures that you are working on the correct template and helps avoid errors. Good luck! 💪🤩
How do I create a schedule?
To make a schedule, you need to start by creating a new period. Your company has chosen how long the period should be. When you click on New plan, you will see an empty template. To preview a template before editing, click on the "eye" icon. This allows you to ensure the correct template is loaded for the desired period.
Option 1: Create your base schedule.
Add all the shifts. When you have finished your template, click on Save. Then click on Actions ➡️ Save as template.
Option 2: If you already have a saved template, you can upload it by clicking on Actions ➡️ Load template.
When you are done with the template and click on Roll out, the template will be rolled out to the entire period. If you need to extend the schedule after it has been published, select a new date in the "Publish until" field and click "Publish" to seamlessly add additional dates.
I have a new employee starting in the middle of a period. How do I schedule only one employee?
When an employee starts in the middle of a period, you can choose whether to add shifts directly to the schedule or to roll out a template to the employee. To roll out a template for only one person, click Actions ➡️ Plan. Select the start and end date that you want the template to be rolled out on. You can also directly add and assign shifts to the schedule for the new employee, ensuring flexibility in managing their availability.
Select the person. Click on Proceed
When you are done with the template, Save and click on Roll out. The template will now be rolled out between the dates you selected earlier.
❗Remember that you need to Publish the schedule for the person to see their shifts.❗ 👍
General Troubleshooting Tips
Common Publishing Issues and Solutions
Rule Violations: Ensure compliance with rest hours and absence limits. Adjust schedules or seek approval for exceptions.
Overlapping Planning Periods: Plan all days in overlapping months before publishing.
System Limitations: Remember that single weeks cannot be published separately in multi-week schedules.
Use the "eye" icon to preview and edit schedules before publishing.
Ensure templates are correctly named and organized for easy access.
How do I publish the schedule? If the "Publish" button is missing, it may be due to administrative settings restricting publishing to admins only. Mark the schedule as ready and send it for approval. The administrator will publish it upon receiving the notification. Additionally, verify the selected dates, employees, and loaded template for accuracy.
If your company has chosen to publish one month at a time, you will see a list of all the months you have rolled out. To publish a month, first click on the month you want to publish. For weeks spanning two months, ensure all days in both months are planned before publishing. If future months are unavailable, create a new planning period, roll out the schedule, and then publish it.
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