The Scheduler and Shift Planner allow managers to view, manage, and analyze employee schedules across locations, departments, or teams. These tools provide visibility into who is scheduled, when shifts occur, and overall coverage for each day or week.
You can access them from Scheduling > Schedule Plans.
Scheduler
The Scheduler tab displays shifts by employee, criteria, or team staffing. It supports daily, weekly, and monthly calendar views. Managers can use these views to identify coverage gaps, open shifts, or overlapping assignments.
From the Scheduler, you can:
Add or edit employee shifts.
Review open shifts that still need coverage.
View shift details, including start and end time, estimated breaks, and assigned locations.
Publish or archive schedules after review.
Each shift appears as a colored block on the calendar. Hover over or click a shift to view details or edit it.
Gray bars represent draft shifts, and white rows represent published shifts.
Shift Planner
The Shift Planner provides the same calendar interface but is organized by criteria such as location, role, or team. It helps managers plan shifts based on operational requirements rather than by individual employees.
From the Shift Planner, you can:
View how shifts are distributed across teams and roles.
Confirm that each plan meets coverage requirements.
Check total hours scheduled per day and per location.
Example: Daily by Criteria view
Viewing shift details
Click any shift to open the Details window. This shows the start and end time, estimated break duration, assigned location, and total shift hours.
Draft shifts are labeled Not published.
Once published, the label changes to Published, and totals update automatically.
Example: Published vs. Not Published detail views
Daily view totals
At the bottom of each Daily view, you’ll find grand totals summarizing total hours and scheduled people for the selected day.
Note: In all Daily views within the Scheduler and Shift Planner, the Est. Break (min) value is no longer included in the grand totals displayed at the bottom.
Hourly totals along the bottom row are now removed, since break times cannot be assigned to specific hours.
The grand total in the lower-left corner remains visible and now reflects only scheduled working hours, excluding breaks.
This applies to:
Scheduler: Daily by Employee, Daily by Criteria, Daily by Team Staffing
Shift Planner: Daily by Criteria, Daily by Team Staffing
Best practices
Always review grand totals after publishing to confirm correct total hours.
Use Bulk Edit for efficient updates to multiple shifts.
Use Archive to clean up outdated schedules without deleting data.