To create a schedule:

1. Select the Schedule tab under Team Management.
2. Select the plus (+) icon that appears whenever hovering over an employees block.

Once the “+” icon is selected, the user has the ability to:

1. Set a name for the shift by selecting the ”Shift Name Box.”(A)
2. Set the start and end time by using the dropdown menus at different times (numbers are able to be typed in as well) (B)
3. Add any standard break times for the shift at hand, if applicable, by selecting the blue “Add Break” button. (C)
4. Save the shift as a template that can be used to quickly create schedules of the same criteria in the future by selecting the “Save as template” checkbox. (D)
5. If there are already shift templates created, they would be able to be selected in the “Template” dropdown menu. (E)
6. If there is a specific job that would need to be worked during this shift, it would be able to be selected in the “Jobs” dropdown menu. (F)
7. Adding a color to the shift can be useful in creating differentiation between the different shifts in the schedule layout. (G)
8. To save time in creating a schedule of a week or longer. the ability to have a shift repeat for as long as needed is provided when the “Repeat” icon is selected. (H)

The scheduled shift will appear on the schedule. 


Note:  It will not be officially scheduled until you publish the shift.  To publish a shift, select the blue Publish button that appears on the upper right.

A modal window will appear asking how you wish to handle the notifications to users of changes to their schedule. 

You can:

• Notify all users of the new schedule
• Notify employees with changes only
• Don't send notifications.

Note, if you do not send a notification, the employee may be unaware of their schedule change unless they log in and look it up.