Scheduling

How Do I Add A Shift In The Past?

There is no way to add a shift in the past since there is no way for an employee to fulfill that shift by punching in and out. This also avoids issues with employees not receiving via email or seeing their schedule until AFTER the shift happens. If you need to add a time card […]

How to let employees see their schedule audit trail

You can allow employees to see their own schedule audit trail by going to MANAGE MY BUSINESS and turning on the feature: Once on, the employee will see the audit trail icon on the schedule page When clicked, shows JUST their entries:

Override Meals/Breaks In Time Bands

You can now override the default meal and break lengths for time bands. This is useful if you have 60 minute meals for most cases but need 30 minute meals in specific cases. To override the default values, add or edit an existing time band and pick the new times:

How does availability and scheduling work together?

When using the availability module, employees can either mark themselves AVAILABLE or UNAVAILABLE. When this request is approved, if the employee picked AVAILABLE – on the day of the request, you can only add a schedule during their available times. Ex. if they entered they are available 9am-5pm, then a schedule can be created between 9am-5pm […]

Adding labels in shifts

To create a new label, go to MANAGE TIMEBANDS and create/edit a timeband. In the NAME enter the label you want to use, like ON CALL. Set the start and end time to the same time (ex. 9am) Go to the schedule screen and you will see the new timeband. This timeband will always show […]

Unable to add shift – “No shift setup”

When adding a shift, you may receive this message:   There is no shift setup for that length of time, please add a shift or change the times. This happens when there is no shift defined for the scheduled length. For example, if you’re trying to add a shift from 9am-11:30am (2.5hrs), you may not […]

Changing a schedule end time while the employee is logged in

Sometimes you need to change an employees scheduled time while they are working. For example, they are scheduled 12pm-5pm and you need them to work an extra 2hrs because of extra customers. To do this, turn on the feature in the setup: Once setup, go to the schedule and change the end time: This is […]

Override Meal/Break Times Based On Day Of Week

A few of our clients have commented that on weekends, they have different meal lengths than the weekday. We have now added a new control for this. Go to Manage My Business » Manage Schedule and Time Card Settings and change the settings here:

YTD Absences and Availability

When approving absences and availability, we now show the approved and pending YTD totals for the employee based on the absence category.