Publishing schedules in Planbase allows you to communicate the future working hours (including details on roles, teams, and activities) to your employees. This guide will walk you through the steps to efficiently publish schedules.
The Basics
1. Access the scheduling page
Navigate to the scheduling page.
Select the date range for which you want to publish the schedules. For example, if you choose May 26th, you will be publishing schedules for that specific week.
2. Apply filters
Use filters to specify which schedules to publish. For instance, you can filter by team, role, and skills.
Note that only the schedules visible on your screen, as per the applied filters, will be published. For example, if you filter for the Engineering team, only their schedules will be published.
Publishing schedules
Click the 'Publish Schedule' button located at the top right-hand side of the page.
1. Review and select shifts to publish
Check the shifts you wish to publish. You can choose to publish new shifts, updates to existing shifts, or unscheduled blocks.
Unscheduled blocks indicate that an employee does not have scheduled work for certain days, placing a block in their calendar.
4. Confirm publishing options
Decide how you want to communicate the schedules to your employees. You have several options:
Calendar synchronization
Notifications via Slack
Email alerts
Ensure that all settings are correct, including any activities to be synced with their calendar.
5. Publish
Finally you can review the shifts to be published and go back if you need t make any changes
Confirmation and Notifications
Upon publishing, each scheduled shift will display a green tick to indicate successful publication. If there's an orange exclamation mark, it means the shift was published previously but has since been modified and needs republishing.
💡 Any changes to a previously published shift will not be communicated to an employee until that shift has been republished
Once published, employees will receive notifications through the chosen method(s)—Slack, email, or calendar alerts—about their upcoming shifts.
💡 Deleting a shift will immediately notify the employee and does not need to be republished
