Manager Guide: Adding /Editing Schedules Page 1
ADDING AND EDITING SCHEDULES WITH THE VISUAL SCHEUDULER
This document will be focusing on the Visual Scheduler, a powerful tool
for intuitively modifying your employee’s schedules. Please make sure you
are on the Manager Dashboard before continuing.
Click on the Schedules link from the Navigation Bar, making sure you are
looking at the Visual Scheduler tab.
Navigating the Visual Scheduler
The Visual Scheduler allows you to quickly view and edit your employee’s
schedules.
Schedules
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Create / Edit Schedules
New shifts can be added to an employee’s schedule by clicking and drag-
ging across an empty block of time next to the desired employee’s name.
You can also right-click the cursor on an empty block of time to schedule a
new shift.
Existing schedules can be dragged to different times or even a different
day. You can copy a single shift to a new employee by dragging the shift
from one employee to another.
Right-clicking on an existing shift reveals a menu with many additional op-
tions. For example, this is where you can schedule a meal or delete the
shift.
You may choose to duplicate the shift for other days or for other employ-
ee(s). Choose from one of the two options: Dupli-
cate the shift (of the employee you clicked on) to
another day, or duplicate for other employees for
a date range.
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Duplicate shift on another day (single employee)
Duplicate shift for additional employee(s)
Creating Schedule Templates
Schedule templates can be created to assign a group of employees to the
same shift and have that shift automatically regenerate on a specific rota-
tion.
For example, you can create a Morning template (7am to 4pm) and an Af-
ternoon template (1pm to 9pm) and then assign employees as a group to
either or both of these schedules. This allows for a rotation to be setup and
generated automatically without the need to change the schedules every
week.
To create a schedule template, make sure you are on the Schedule Tem-
plate tab under Schedules.
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Overview of the Schedule Template Window
To create your first template, hit the Add Template button.
Next, fill out the following information:
Template Name: Name the template to best describe its details.
No. of Days: This will define the length of the shift
Reference Date: The date that will begin the generation. If you wish the shift to be
Wed – Tues, for instance, choose a date that begins on Wednesday.
Auto Generate: Check this box to allow the template to auto-generate
Generate at: You can schedule the template to generate at a specified time.
Override manually created: If you have manually created schedules, you can choose
to override them when the schedule template auto-generates
Override auto generated: Checking this box will override any existing templates that
have already been generated in the future
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Once your schedule template is created, hit the Assign Employees button
From this window, you may select multiple employees and assign them to a
template within a range. You may also then assign the employees to anoth-
er template for a different range, thus creating a schedule rotation.
If you leave the TO field blank, the template will generate out indefinitely.
Assigned to: This is a filter for the current assignments
Template: This is the template you wish to assign to employees
Blue Arrow: This arrow indicates the employee has multiple shifts
scheduled
