Advanced Scheduling Overview

Advanced Scheduling Overview

Getting Started


Before employees can be scheduled to work, scheduling configurations must be added.  Click on the links below to get started. 


1. Add a Schedule Criteria to determine the eligible groups (location, department, or position) used in a Schedule Plan


2. Add a Schedule Plan to begin scheduling employees from the Left Nav



3. (Optional) Add a Shifts Swap and Drop rule


4. (Optional) Add Shift Preferences


5. (Optional) Add Employee Scheduling Alerts

Employee Scheduling


Image from Gyazo


  • Assign Shift Patterns to Organization Groups (Company, Group, Employee) to define and apply shifts directly to the scheduler


  • Add Open Shifts to the scheduler where eligible employees can fill the open slots