Scheduling Settings FAQs

Scheduling alerts notify managers or employees about specific scheduling events—such as unfilled shifts, critical coverage needs, or publishing deadlines—via email, mobile app, or web.

Alerts can be configured for managers or employees. Managers often receive alerts for shift coverage, while default system workflows typically drive employee alerts.

This setting defines which coworkers an employee can view on the calendar. Visibility can be based on shared schedule criteria (e.g., exact location) or overlapping shift times.

The assistant recommends the best employee for a shift using system-defined or custom rules. It scores employees based on scheduled hours, seniority, and attendance.

These determine how far back the system looks when calculating recommendations:

• Short-term: up to 3 months

• Medium-term: up to 12 months

• Long-term: up to 60 months

Rules define the criteria used to score employees, such as:

• Seniority

• Absences

• Late arrivals

• Early departures

• Accepted open shifts

Admins can also create custom rules.

Schedule criteria define the attributes used when creating shift plans, such as location, department, or position. You can create up to three levels of criteria.

A plan is a calendar where you define how schedules are created, what workflows apply, whether shift swap/drop is allowed, and which recommendation engine to use.

Preferences include employee-specific settings like:

• Preferred weekly hours

• Maximum weekly hours

• Shift reminders (e.g., 8 hours before a shift)

These settings support scheduling compliance.

Yes. While schedule plans can broadly enable shift swapping/dropping, you can override access by company, group, or individual employee to allow or restrict this feature.