Owners, Managers and Supervisors(restricted) can manage Shifts.

• You can use Shift Templates to plan repetitive schedules.
• To upload multiple shifts using Excel, check Upload Shifts By Excel.

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Contents

• ① By Template
• ② By Team/Location
• ③ By Position
• ④ By Employee
• Add Single Shift

Web - Schedule Pattern

• Add Shifts by Schedule Patterns

Mobile

• Mobile

① By Template

STEP 1 ) Go to Schedule from the menu in Web Manager Mode. Click Add Schedule button.

STEP 2 ) Select By Template tab. You can schedule employees in different teams/locations using One Shift Template.

• Select a shift template from the drop-down menu, then choose teams/locations to apply the template to.
• To assign the shift to specific employees, select the employees from the drop-down menu.

STEP 3 ) Click on the dates to add shifts. You can easily add shifts by clicking on the ‘Month’ and ‘Day’ section of the calendar. To unselect the dates on the calendar, click on the selected days again.

② By Team/Location

Select the By Team/Location tab. You can schedule a Single Team/Location With Multiple Shift Templates.

• Select a team/location from the drop-down menu, then choose shift templates to assign.
• To assign the shift to specific employees, select the employees from the drop-down menu.
• If the shifts' start and end time overlap to other shifts, you will be notified with conflicting shifts error.

③ By Position

Select By Position tab. You can schedule employees in a Single Position With Multiple Shift Templates.

• Select a position from the drop-down menu, then choose shift templates to assign.
• To assign the shift to specific employees, select the employees from the drop-down menu.
• If the shifts' start and end time overlap to other shifts, you will be notified with conflicting shifts error.

④ By Employee

STEP 1 ) Select By Employee tab. You can schedule a Single Employee With Multiple Shift Templates And Leave Types.

• Select an employee from the drop-down menu, then choose shift templates and/or leave types to assign.

STEP 2 ) Click on each template, then add shifts on the calendar.

Add Single Shift

To assign a single shift to an employee, go to Scheduler Calendar View.
You can choose a calendar view on the top right : Day, Week or Month.

STEP 1 ) Click on the day from the calendar.

STEP 2 ) Enter the information below and click Add button to assign a single shift.

Add Shifts by Schedule Patterns

STEP 1 ) Click + Add Schedule > Schedule Pattern on the top right. You can create a schedule(shifts + leaves) by using a Schedule Pattern.

STEP 2 ) Select options from the drop-down menu, then click on Create Schedule to apply the schedule.

① Schedule Pattern : Select a schedule pattern from the list.
② Employees : Select employees to apply the schedule to. The employees belong to the teams/locations of the selected schedule pattern will be shown on the list.
③ Period : Select a period to create the schedule. You can create a schedule up to 1 year from the start date.

STEP 3 ) A schedule(shifts + leaves) will be reflected as blow. You can see the details of the shift by clicking on the single shift.

Mobile

You can follow the same process on the mobile app as well.

① Add Single Shift

STEP 1 ) Tap Shift menu on the navigation bar.
STEP 2 ) Tap + > Add Shift > Shift from the menu.
STEP 3 ) Enter the information below and tap save button to add a single shift.

② Add Multiple Shifts : By Team/Location

STEP 1 ) From the Shift menu on the navigation bar, tap on + > Add Shift > Multiple Shifts from the menu.
STEP 2 ) Select By Team/Location tab . You can schedule employees in a Single Team/Location With Multiple Shifts. Select a team/location from the drop-down menu, then select shift templates to assign.
STEP 3 ) Select employees per template and click on the calendar to add shifts.

③ Add Multiple Shifts : By Employee

STEP 1 ) From the Shift menu on the navigation bar, tap on + > Add Shift > Multiple Shifts from the menu.
STEP 2 ) Select By Employee tab . You can schedule a Single Employee with multiple shift templates and/or leaves.