Ready to publish your schedule?
Once you've created your schedule and confirmed that all drafts look accurate, it's time to publish it so your staff can view their shifts and start picking up open shifts. Follow these steps to ensure a smooth publishing process. If you need any assistance along the way, we’re here to help! 😊 Additionally, shifts can exist in two states: unpublished and published. Ensuring that these states are managed effectively guarantees that team members have clarity on their assignments and reduces the likelihood of errors.
Step-by-Step Instructions
1. Navigate to the Schedule page. On the left side of your screen, click Schedule. At the top of the page, choose your preferred view — Day, Week, or Month — and select the date range you want to work with. Ensure also that the date range aligns with periods requiring publication, as publishing is specific to selected date ranges.
2. Click on Publish Shifts.
This will prepare to publish all shifts within your selected date range and filters for the positions you’re viewing.
3. Choose what to publish.
A modal will appear with options to publish:
assigned unpublished shifts
The open shifts
Select your preferred option and click Publish.
4. Done! Your shifts are live!
The selected shifts will now be published and visible to your staff.
Note: Unpublished or draft shifts are shown with lines running through them to help you identify what still needs to be published. Additionally, if a shift becomes unpublished by setting it back to the draft state manually, it requires republishing to make it live again.
