Create Schedule Plans

Audience: Admins and managers who set up and maintain scheduling calendars.

Learning outcome: After reading this article, you’ll know how to create schedule plans (calendars), understand required vs optional fields, and connect plans with schedule criteria.

Overview

Schedule plans are calendars used to schedule employees. Each plan is tied to one or more schedule criteria and determines how employees will be grouped and scheduled. You can create multiple calendars to cover different teams, departments, or scheduling needs.

Prerequisites

You must first create at least one schedule criteria before you can create a schedule plan. Plans cannot exist without criteria.

Create a schedule plan

1. Navigate to Global Settings > Scheduling > Schedule Plans.

2. Click Add.
   

3. Enter required information:    

   • Name (required)

   • Schedule Criteria (required)

   • Description (optional – useful for distinguishing multiple calendars)

   • Effective start (required; defaults to today, can be backdated but not changed after saving)

   • Effective end (optional; only needed if the calendar has an end date)

   • Time zone (required)

4. Workflows, scope, and advanced settings are optional.

Advanced settings

• Allow publish with jumps: If selected, schedules can be published in future weeks before the current week is published.

• Enable job selection: Enables the Job Selector when adding shifts.

• Recommendation engine: Select which recommendation engine applies to the plan.

• Days in advance patterns are created: Number of future days visible in the Scheduler (e.g., entering 15 shows 15 shift days ahead).

• Estimated break (minutes): Default break shown when adding shifts. This is used only for “Planned” hours totals and does not deduct automatically from worked timecards.

Click Save. The new schedule plan will appear under Scheduling.

If you have questions, call us at (888) 783-1493, email [email protected], or submit a ticket.