To create a schedule:

  1. Go to SCHEDULING
  2. Pick the department you want to schedule
  3. Pick the week (make sure the week is UNPUBLISHED)
  4. You can now create a schedule 4 ways
      1. Click the + symbol for any cell for the day/employee, complete the form and click ADD
      2. Pick a time band above the days and drag it to any cell with a + symbol on it
      3. Beside the employees name, click the + and pick a template
      4. In the menu, click the copy icon to copy the current week (or previous weeks) into the future.

You will want to publish the schedule so your staff can see it. While unpublished, all shifts and changes are NOT visible to staff.

To publish a schedule:

  1. Go to SCHEDULING
  2. Pick the department you want to schedule
  3. Pick the week (make sure the week is UNPUBLISHED
  4. Click the red button
  5. Continue past the warnings (or CANCEL and fix them)
  6. Pick to alert staff by email
  7. Schedule is now published

To unpublish a schedule:

  1. Go to SCHEDULING
  2. Pick the department you want to schedule
  3. Pick the week (make sure the week is PUBLISHED)
  4. Click the green button
  5. Schedule is now ready to be changed (and invisible to staff)