Goal
- How to create a shift when viewing the schedule in the Daily View
- How to add a time an employee is required to work
Environment:
- Push Web App
Process:
- Click the Scheduler tab
- On the left-hand navigation bar, click Weekly Schedule
- To the right of the current Week, click the drop-down menu and select Daily
- The page will refresh and the schedule will load to the current day
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If applicable, to adjust the day of the Scheduler, either:
- Click a specific date from the Calendar icon on the left-hand navigation bar
- Click the Left or Right Arrow icons to adjust the date at the top of the screen
- Hover over a specific time that corresponds with the relevant Employee and click the Plus icon
- Under Tag, click the drop-down menu and select the specific Tag if applicable
- Under Presets, click the drop-down menu and select the specific Preset if applicable
- Click 12:00 AM - 12:00 AM and input the specific Start and End Times if applicable
- This information will automatically populate if a Schedule Preset is selected
- Under Breaks, click the Select A Break Type drop-down menu and click the relevant Break Type if applicable
- If a Break Type is selected, click Start Time and in the pop-up click the relevant time; the End Time will automatically populate based on the Break Type selected from Step 10
- Once done, click Add Break
- Under Comments, input any necessary information relating to the shift if applicable
- Once done, click Confirm
- The page will refresh to show the Shift added to the Scheduler! Continue creating as many shifts as needed, and once you are ready to notify your employees, simply publish your schedule!
Additional Information
The Daily View enables users to view employee schedules in 30-minute or 60-minute intervals. This feature provides a clear visual representation of overlapping shifts among employees, ensuring adequate coverage and offering insights into daily work durations.
To adjust whether the Scheduler shows in 30-minute or 60-minute intervals, please navigate to Scheduler Settings and adjust the Daily Scheduler Scale toggle.
Please note that only Super Administrators and Team Administrators with permission to View/Update the Scheduler by Position(s) will be able to make adjustments.
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