Skip to main content

Set schedule preferences

Staff mark preferred and unavailable times; schedulers use them to assign open shifts.

Staff mark when they want to work, or can't. Schedulers see this when filling open shifts.

Staff: set your preferences (phone app)

  1. Tap Schedule, then the three dots at the top right.

  2. Tap Manage Schedule Preferences, then tap a day.

  3. Pick Preferred or Unavailable.

  4. Set Starts and Ends.

  5. To repeat it, turn on Repeat and set Repeat Every.

  6. Tap Add Preference.

Schedulers: assign shifts by preference (web app)

  1. On Schedule, click the three dots next to a staff name.

  2. Click Assign open shifts.

  3. Check the Preferences row. Green is preferred, red is unavailable.

  4. Click the + on each shift you want.

  5. Click Assign shifts.

Good to know: Preferences are a guide. You can still assign a shift on a day someone marked unavailable.

Common questions

Can a scheduler set preferences for someone?

No. Each person sets their own in the phone app. You can view them on their profile under Schedule Preferences.

Can I see only one area's shifts?

Yes. Click Select area in the Assign open shifts window.

Did this answer your question?