Veras streamlines your scheduling process by enabling bulk addition of shifts for onboarded employees with established schedules. Here’s how you can efficiently create your schedule.
Note: You will need to add in your individual staff members schedule before you can Auto Create your schedule. To learn how to add in an individual schedule, read the article here
Bulk Staff Schedule
1. Go to Schedule on the left side of the screen. Select the view you would prefer to see (Day, Week or Month) by clicking the icons at the top of the page as well as what date range you would like to see.
2. You can filter and view by one or multiple Positions or by Department
3. To start adding shifts, click on the Apply Schedules button
4. Next, fill in the required fields by selecting the Position(s) you want to create shifts for, choosing the desired Date Range and whether you would like to create and optimize for open shifts. Then select Apply to create the shifts.
5. Draft shifts will then populate on the Schedule based on the schedules you have input for each staff member.
Note: The shifts will remain as drafts until you publish your schedule. To learn how to Publish Your Schedule, read the article here
You can also have your shifts automatically be published by turning on Auto Publish Shifts in your advanced settings on the Community Settings page.
Note: If no shifts are auto created, verify that you have individual staff members schedules set up. To learn how to add in an individual schedule, read the article here
Individual Staff Schedule
1. Go to Schedule on the left side of the screen.
2. Locate the employee you want to auto create shifts for and click the three dots to the right of their name. This will bring up a pop-up menu where you can select Apply master schedule
3. Next, fill in the required fields by choosing the desired Date Range, and then select Apply.
4. Draft shifts will then auto populate on the Schedule based on the schedule you have input for that staff member
Note: If no shifts are auto created, verify that you have individual staff members schedules set up. To learn how to add in an individual schedule, read the article here
6. Review the drafts of the shifts before publishing to ensure the schedule is accurate
Note: The shifts will remain as drafts until you publish your schedule. To learn how to Publish Your Schedule, read the article here