Inputting employee schedules is a crucial step for setting up your facility and streamlining future scheduling. In this article, we’ll guide you through the process of setting up their schedules.
Adding Schedule
1. Go to the Team page on left side of the screen, and make sure you are in the Company Staff tab at the top.
2. Locate the employee who's schedule you want to input, and click + Add
3. From here you will choose the appropriate schedule type; Set Days, Rotation, Flexible (PRN), or Non-active
Schedule Types
Set Days
Set Days
Staff who are assigned to work on specific, consistent days each week.
How to configure set days:
1. In the Shifts section, check off the days and shifts this team member is scheduled for.
2. If their schedule rotation covers multiple weeks, you can click + Week to add a second week. You can also add additional weeks as needed.
3. Check off the days and shifts this team member is scheduled for in the second week.
4. If the schedule spans multiple weeks, set the Effective At date so that the right shifts land on the right weeks.
Note: When you hover your mouse near the checkbox for any day/shift, a Pencil icon will appear. You can click this to set up a Custom Timeframe for that shift, instead of following the times defined by the shift template.
Rotation
Rotation
Staff who are scheduled to work a fixed number of days on and off.
1. Enter the Days On, Days Off, and Shift Template for this staff's rotation. You can add another Shift Cycle if needed (for example: 4 on 2 off, then 5 on 3 off).
2. Set the Effective At date so that their rotating schedule aligns with the correct days.
Flexible (PRN)
Flexible (PRN)
Staff whose schedules are not known in advance, for employees who choose to pick up shifts.
Note: Marking someone as Flexible (PRN) will create a group that you can quickly message when sharing available shifts.
Non-active
Non-active
Staff who are employed at the facility, but are not going to be assigned any shifts.
Default Areas
1. Click on the Area dropdown.
2. Choose whether their assigned areas will be on a Rotation or Set Days.
3. Select the Areas they will work in.
Recurring Notes
1. Click on the Note dropdown.
2. Choose whether the notes will be on a Rotation or Set Days.
3. Enter the desired Notes in the text fields.
Saving the Schedule
1. At the bottom right of the modal, select Update Schedule. The Apply going forward toggle will make the changes apply to the current published schedule.
After selecting Update Schedule, you will be all set!