How to Add & Assign Shifts to the Scheduler

The Scheduler defines and assigns shifts to employees. Once added (Published), the software knows when an employee is supposed to clock in and the duration of their shift. Managers can receive alerts if employees arrive late, leave early, or are absent.

This article shows you how to add Shifts to the Scheduler. At the end of this article, you will find a table describing the settings.

1. On the Left Nav, click one of your calendars, then click Scheduler.
   
2. Select the applicable pay schedule, mouse over the applicable day on the Scheduler and click the + sign. 
   
3. For this example, we need this employee to work on Christmas Eve, December 24. Make your selections to configure the schedule as needed.
4. Click Save.
   
5. This change is now in draft mode. The draft mode is identifiable by the grayed-out background. Once the schedule draft is saved, you may select Details, Edit, or Reset if necessary.
   
6. You can copy shifts across multiple days and employees within the same week. To do so, press Alt, point the cursor to the original day you wish to copy, press the left mouse button, and drag the selection with the mouse.
   
   
7. You can go back and edit each individual employee's details by clicking the pencil icon. After finishing, click Publish.
   
8. Review the changes and click Publish.
   
   Notes: When reviewing the changes, you can select and filter employees.
   
   
9. Notice that the area that was grayed out before publishing (Draft) is now solid white (Published), unless there are issues such as the employee not being qualified. 
10. Once the schedule is published, you may select Details, History, Edit, and Archive.
    
11. Employees will then receive an email with the shift details.
12. To add/change scheduling criteria, go to Global Settings > Employee Scheduling > Schedule Criteria. 
    

What do the settings mean?

You're done! 🙂👍

Related: How to Edit or Delete Shifts in the Scheduler