Creating Working Schedules

Please ensure that you have set up all your Activities! Create standard Shifts or Event Templates to make scheduling more efficient and see Working Events article for detailed explanation on available event fields.

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Standard Schedules

Applying Standard Schedules is the most efficient way to roster them, and you don’t have to continuously schedule them for the same events.

Follow these steps to apply Standard Schedules:

• Go to Employment Info Tab > Standard Schedule
• Apply a standard Event Template, or input a custom schedule

If you have many employee that share the same Standard Schedule, use the Profile Manager or Bulk import function to apply the same Event Template in mass. 

Check our article about creating Standard Work Schedules for details!

Dynamic Schedules

Use the <Add Bulk Event> function found on the Calendar to schedule events that are not standard or frequently change.

• Choose Employees that will have this schedule.

• Choose either Week, Activity, and Shift/Event Template that is needed.

Replace Existing Events function is for overwrite any event that may exist in the schedule week, including empty days being scheduled.

• Select Cost Centre, Holiday Type, Start Core First/Last, and Absence/Half-day Threshold if applicable.
• Add Event - create a different schedule for each day of the week
• Manager Approval/Employee Consent - if checked, the schedule will not be committed to the calendar until approvals are received.

• Repeat Event - checked to iteratively replicate the schedule for the next few weeks

Check the detailed article for creating Dynamic Schedules

Add Single Event

You can click on any empty cell on the calendar and then input the required fields such as, (others are optional & if applicable only) for Activity, Branch, Shift, Scheduled time, Break time.