Schedules & Templates

10 article(s) in this category

Schedule Creation Overview

Learn how the Schedules page is organized and how the two-step schedule creation wizard works. This article covers the layout, tabs, and general workflow bef...

Creating a Basic Schedule

Generate a standard work schedule with fixed hours, lunch breaks, and regular work days and days off. The Basic schedule type is ideal for traditional 9-to-5...

Creating a Schedule by Employee Availability

Generate shifts automatically based on when your employees have indicated they are available to work. This schedule type ensures that only available employee...

Creating an Advanced Schedule

Build schedules with different numbers of workplaces for each shift. The Advanced schedule type is designed for enterprises where daily operations are divide...

Creating a Preset (Pattern) Schedule

Build a repeating rotation schedule based on a defined pattern, such as 2 work days followed by 2 days off. The Preset type is perfect for teams that follow ...

Creating an Empty (Manual) Schedule

Create a blank schedule and add every shift by hand. The Empty schedule type gives you complete control over when and where each employee works. What Is This...

Schedule Settings and Permissions

A detailed guide to Step 1 of the schedule creation wizard, covering week control, employee visibility, and the eight employee action permissions that contro...

Extending and Shortening Schedules

Change a schedule’s end date after it has been created — extend it to add more weeks, or shorten it to cut off days you no longer need. What Is T...

Shift Templates

Create reusable shift configurations with pre-defined times, breaks, and colors. Shift templates save time when you manually add shifts to any schedule. What...

Load Demand

Plan staffing levels by hour using demand data. The Load Demand tab lets you define how many employees are needed at each hour of the day, then uses that dat...