Create work schedules and plan shifts
Settings, then Work Schedules, defines each schedule. Time, then Weekly Planner, assigns shifts to employees by week, in bulk or by copying last week.
Create a work schedule
- Open Settings in the sidebar and select Work Schedules.
- Select Create Work Schedule.
- Fill in the schedule and save. The list shows each schedule's name, type, working days, hours, number of employees and status.
- A schedule that employees use shows In Use instead of a delete option.
Plan a week
- Open Time in the sidebar and select Weekly Planner.
- Choose By Employee or By Shift, and use Previous Week, This Week and Next Week to move around.
- Filter by Department if you only need one team.
- Select Bulk Assign to give a shift template to several employees over a date range and choose the days of the week.
- Select Copy Last Week to start from the previous week's plan.
- Select Save. Use Print or PDF to share the plan.