Plan the team schedule and publish it
Add shifts, drag them between people and days, reuse templates, then publish to the team.
Add shifts
- Open Team schedule and choose the Location and the week.
- Click + in the box for a person and a day.
- Pick a template, or set Start, Finish and Break, min. Tick more Days to add the same shift on several days.
- Under Who, keep the person or choose Open shift (anyone here can take it).
- Choose Add shift. New shifts are drafts: only people who plan the schedule see them.
Move and copy
Drag a shift to move it to another person or day. Hold Alt (Option on a Mac) while you drag to copy it. Click a shift to change its times, Role on shift or Note, or to remove it.
Templates
In the shift box, set the times, break and role you use often and choose Save as template with a Template name, for example Early. It then appears as a one-click choice for that location, here and in Auto-schedule. Choose Remove templates to tidy the list.
Save time with More
- Copy last week: brings last week's shifts in as drafts.
- Repeat this week for 1 to 12 weeks: copies this week forward.
- Assign open shifts: gives open shifts to people who are free and have contract hours left.
- Print: a clean copy of the week.
- Shift roles: the roles you can put on a shift at this location.
Publish
Check before publishing (called Things to check once nothing is waiting to publish) lists warnings such as a clash, time off that day or someone who said they cannot work then. They are warnings: you can still publish. Choose Publish (it says how many changes) and everyone on a new or changed shift gets a notification. Publish all locations does every location with drafts at once.
Where to find it
Team schedule
Who has it: People who can edit the schedule. If it is not in your menu, your role does not include it.
If something goes wrong
- Publish is greyed out.
- There are no drafts on this week. Add or change a shift first.
- Someone is missing from the list.
- People are listed at every location they work at. Tick the location under Locations on their page in Team (Overview), and choose Save locations.
- My team cannot see their shifts.
- Drafts are hidden from the team. Shifts with a dashed outline still need you to Publish.
- I removed a shift by mistake.
- Add it again and publish. Removing a published shift tells the person, and so does adding it back.
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