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Update the schedule & send it to employees

This tour takes you through updating the schedule, adding a note to it, and then sending the schedule to all of your employees

If you were logged in you could take this tour interactively
  1. Switch to the schedule page

    The Schedule page is where you make and review the schedule. You can also enter your demand forecast if you want our help deciding how many people to assign, or want to use that data in reports.

    Right now we are just going to create the schedule and then send a copy of it to you.

    1. Please click Schedule in the navigation bar.
    2. Click the "Schedule" link.
  2. Update the schedule

    When you click the "Update Schedule" button we will create a schedule for you. The software takes the information you've told us about your roles & employees and makes the best schedule it can.

    Like most things technological there is a chance something will happen that you don't expect. Things like someone will be in the wrong shift, no one will be scheduled, to many people will be scheduled, etc. If that happens you should reach out to us for some guidance.

    Please click the Update Schedule button.
  3. Review the schedule

    • You can change the assignments by clicking on the shift.
    • We can help you tweak settings so you'll need to make fewer changes.
    • The   means that the shift has not been published yet.
    • Published shifts have a .
    Give the schedule a once over before moving on to the next step.
  4. Publish the schedule

    Here you get to learn the process of sending yourself a copy of your newly created schedule. Once you approve of & publish the schedule we will send it to every employee scheduled.

    Please click the Publish shifts button.
  5. Send the schedule to the employees

    We send every employee their schedule via email, SMS, or a phone call based on their preference.

    If you allow it, and we recommend you do, they can also sign in to see their schedule.

    Once the schedule has been published and sent to employees they can begin trading those shifts.

    Send each employee their schedule by clicking the Save & Send To Employees button.
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