Turn Shifts Into A Schedule
A single shift is for one employee. Create many shifts and publish them to make your shift schedule.
Note: To complete this task, you will need Customer Hub credentials; you must be assigned as a manager in the department you are editing; and you must have the Manage Schedules permission in Workforce Management.
Add Shifts
While signed into Customer Hub, begin by navigating to Workforce > Scheduler.
Locate the employee you are adding the shift to and click on the date for the shift you want to add.
Note: If you manage more than one department, you will need to select the department in the upper left corner of the scheduler before proceeding.
Enter Shift Information
On the Create Shift screen, you will need to enter the following:
The shift Starts and Ends time, along with any breaks
The Job the employee will be performing
The Section the employee will be working in (as applicable)
Any Notes on the shift (as needed)
When you are finished, press Create Shift.
Publish one or more shifts and notify employees
Although the shift has been created, it is not yet 'live' and the employee has not yet been notified of it.
You can continue to make other modifications to the schedule as needed.
When you are ready to publish the schedule (i.e. make the shifts live) and notify the employee/s of their new shifts, click the Publish button in the top right corner of the Scheduler.
If needed,
adjust the date range of the schedule and
add manager notes.
Select Publish & Notify.
The shift will be added to the Scheduler and the employee(s) will be notified.
