Scheduling

Articles

• Employees & members
  • Add employees to your business account
  • Manage who can join your business account
  • Approve join requests of new members
  • View and add positions
  • Assign roles to members
  • Edit profile information of a member
  • Archive members in your business account
• Shifts
  • Scheduling basics
  • Navigate the Scheduler on web app
  • Navigate the Scheduler on mobile app
  • Add a shift
  • Edit a shift
  • Publish a shift
  • Confirm/reject an assigned shift
  • Reassign a shift to another employee
  • Copy shifts & schedules
  • Repeat shifts (Create recurring shifts)
  • Delete a shift
  • Shift status
  • Start an unscheduled shift
  • Create and manage shift templates
• Schedules
  • Send schedules to your team
  • Publish schedules
  • Schedule views on web app
  • Schedule view filters on mobile app
  • Manage multiple schedules of a workplace
  • Upload schedule photos
  • Apply flexible scheduling options
  • View your shift schedules
  • Create and manage job sites
  • Private scheduling (schedule visibility)
• Availability
  • What is availability?
  • View your availability
  • Add recurring availability
• Open shifts
  • What is an open shift?
  • Add open shifts
  • Publish open shifts
  • Claim open shifts
  • Delete open shifts
• Leave requests & shift requests
  • Request leaves
  • Process leave requests
  • View your leave requests
  • View leave totals
  • Approve and reject leave requests
  • Swap shifts and offer shifts
  • Process shift swap & shift offer requests