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  3. Web - Managing your Team's Schedule

Configuring the schedule settings

To configure the default scheduling settings, follow the steps below.

  • Default settings can be configured to reflect all Collective Bargaining agreement (CBA) and union rules including:
    • Overtime thresholds
    • Minimum time between shifts
    • Unpaid breaks
  • Scheduling conflicts will be detected based on the settings for each location.
  • Only the main administrator can configure the default scheduling settings.

 

Steps

1. Select Schedule from the left menu bar. 

2. Click on Settings  icon.

3. In the General tab, click on Modify to update the following parameters for the selected location:

  • Last pay period start date: select a date on the calendar
  • Overtime calculation period length: 1 week, 2 weeks

4. Click on Save to apply your changes.

5. In the Planning Rules tab, click on View Details.

6. Click on Edit to update the following parameters for the displayed position (all positions by default):

  • Overtime thresholds
    • Daily
    • Weekly
  • Minimum time between shifts
  • Unpaid breaks
    • Shift 
    • Break

7. Click on Save to apply your changes.

8. All shifts created will now reflect the default scheduling settings.