Inputting employee schedules is a crucial step for setting up your facility and streamlining future scheduling. In this article, we’ll guide you through the process of setting up their schedules.

1. Go to the Team page on left side of the screen

2. Ensure Company Staff is selected at the top

3. Locate the employee whose Schedule you want to input. Click + Add

4. From here you will choose the appropriate schedule type; Set Days, Rotation, Flexible (PRN), or Non-active

Assigned to work on specific, consistent days each week

1. Click the add icon (+) to set the team member’s scheduled days and shifts

2. Click + Week if their rotation includes different shifts in the second week

3. Click the add icon (+) to set the team member’s scheduled days and shifts for the second week

Scheduled to work a fixed number of days on and off

1. Click the + Shift Cycle

2. Input the number of Days On and Days Off, then choose their assigned Shift

3. Choose the Effective Date to ensure the rotating schedule aligns with the correct days

Schedule not known in advance, for employees who choose to pick up shifts

Employed at the facility but not going to be assigned any shifts

1. Click on the Area dropdown

2. Choose whether they will be on a Rotation or Set Days

3. Select the Areas they will work in

1. Click on the Notes dropdown

2. Choose whether they will be on a Rotation or Set Days

3. Select or enter the Notes

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1. At the bottom right of the modal select Update Schedule. The Apply going forward toggle will make the changes apply to the current published schedule.

After selecting Update Schedule, you will be all set!