How To: Create & Post a Schedule

Before you can create a schedule, you will first need to build your schedule template. Visit How To: Create a Schedule Template for instructions.

On the Schedules tab of you dashboard, click on the Schedule Builder icon. 

Scroll down to Create a new schedule and click the Start button under From template or previous.

Note: If you do not see this option on your screen, ensure that Try the new experience in the upper right corner of the screen is toggled ON.

 

Choose Use a saved template to build shifts and select the reference template. Enter a name and start date for the schedule. Click Next to continue. Confirm the details are correct, and click Create. 

IMPORTANT: The start date for your schedule should always match the start of your company's work week (for example, if your work week is Saturday - Friday, you should always choose a Saturday for the start date). 

      

Once created, this is now considered a continuous schedule. The prompt to Continue your schedule can be cancelled. 

     

Once you are finished building a schedule, click on the Actions icon (three dots) to the right of Employee Shifts and select Post Schedule. This means the schedule is live and visible to employees.

Note: If you have one or more open shifts, they can be posted for employees to request. See How To: Post Open Shifts for instructions.

Posted schedules will show a status of Posted at the top. Click on the arrow next to the date range to advance to a new week. 

Once on a new week, click on the lower Actions icon (three dots) and select Import Schedule. 

Now you can use your Schedule Template or a Previously Posted Schedule to create the next week's schedule. 

Repeat the same steps above to assign shifts, post your schedule and post open shifts. 

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