Schedule Plans

How to Add a Schedule Plan

How to add a Schedule Plan to the Left Nav

By default, a Schedule Plan is created in the Initial Setup Wizard

 

Once a Schedule Criteria has been added, it is time to add a Schedule Plan to begin scheduling employees.

 

1. Click    to open the Global Settings

 

 

 2. Click Employee Scheduling to expand the options and select Schedule Plans

   

 

 

3. Click      and select Add   

 

4. Enter the required information: 

     * Plan Name 

     * Effective Start Date

     * Schedule Criteria

 

Setting Description
Allow publish with Jumps

If Yes - Can publish schedules in future weeks before the current week's schedules are published.

If No - Cannot publish schedules in future weeks before the current week's schedules are published.

Days before create shift:

Total days ahead you can view in the Scheduler.

e.g. 15 = able to view shift 15 days in the future.

 

5. Click      to add the Schedule Plan 

 

The Schedule Plan will appear in the EasyScheduling Product Left Nav