To publish a schedule, follow the steps below.
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All shifts are drafts while you are building your schedule. When you publish your schedule, these shifts are viewable by your team members. |
Steps
Filtering Your View
1. Select Schedule from the left menu bar.
2. Select the time period for the schedule.
- Date range
- One-week or two-week view
3. From the available filters, select the options you want to view.
4. Open a tab and select a position from the dropdown list.
5. Create a schedule by applying a template, click here or by assigning shifts, click here.
Resolving any warnings or conflicts
When a draft shift conflicts with your default schedule settings (i.e. your union rules), conflicts or warnings are returned.
1. An exclamation mark appears on a shift or a team member’s schedule if there are any warnings or conflicts associated with it.
2. Hover your mouse over the symbol to see the smart recommendation.
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Warnings (yellow) are generated by the following events:
Conflicts (red) are generated by Overlapping shifts. |
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(i) Conflicts (red) prevent schedules from being published and need to be resolved. Warnings (yellow) don't prevent schedules from being published. |
Publishing Shifts
1. When your schedule is ready, publish your shift by clicking on Publish.
2. Select which shifts to publish according to the following options:
- Only drafts in open tabs
- Only certain positions
- All draft shifts
3. Click Next to review the summary of the schedule to publish.
4. Click on Publish.
5. Your team members have received a notification on the mobile app including their new assigned shifts.