Scheduling Basics
Learn how to navigate your scheduler
The Dripos scheduler offers a variety of tools that allow you to seamlessly create your team’s schedule.
Navigate your Scheduler on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Team > Scheduling:
- Here, you can draft and publish a schedule for your entire team:
Your scheduler will default to the Group View, where employees will be listed under their respective roles on the left hand side:
Under each listed date, you will be able to see the total amount of hours scheduled, as well as your estimated labor cost and percentage:
You can filter your schedule either by date, range, grouping, or role by selecting your desired filters at the top left of the scheduler page:
On the far right of the scheduler page, you can find your Tools, New Shift, and Publish buttons. Use these to help manage and create your schedule, as well as send your schedule out to employees:
Draft shifts will appear as a colored box with a border:
Published shifts will appear as a fully shaded box:
You can always move shifts by clicking and dragging them to your desired location. If you move a published shift to a different employee, it will become a draft shift.
Your schedule also displays your employees’ preferred unavailability times, recurring shift requests, and approved time off:
Preferred Availability:
Approved Time Off:
You can hover over any shift preference or approved time off field for further details:
Schedule Creation
Create a Schedule on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Team > Scheduling:
- Click into any empty box on the scheduler or press the + New Shift button to begin creating a new shift:
- This will prompt a pop-up to appear where you will need to fill in the following information:
Employee Name: Select the employee you are creating a shift for from the dropdown.
Role: Select which of the employee’s roles the shift is for from the dropdown.
Date: Select the day you want to schedule the shift on.
From/To: Select the start and end times of the shift.
Notes (Optional): Here, you have the option to attach any notes to the shift. The employee will be able to view these notes on their Hub App once the shift has been published.
Duplicate Days (Optional): Here, you have the option to select days that the shift should be duplicated to.
- Once you have filled in the required information, click Save:
The shift will then appear on the scheduler as a draft:
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Repeat the steps above untill you are ready to publish the draft schedule you’ve created.
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Once you are ready to publish your draft shifts, click the Publish button in the top right:
- This will prompt a pop-up to appear, where you will need to select a notification preference for the shifts you are about to publish from the dropdown. You can also choose to notify your employees either by text or email:
In choosing who you’d like to notify that there are new shifts on the schedule, you have several options:
All employees at location: This option will notify all of your employees at the location, regardless of if they have been scheduled for a shift in this window.
All employees with shifts in this window: This option will only notify your employees with shifts scheduled for the window of time you drafted.
All employees with changed shifts: This option will notify all employees whose shifts have been either newly created or edited within this window. This is a helpful option if you’re making edits to a schedule that was previously published and don’t want to re-notify everybody.
No notification: No notification will be sent to your employees.
- Once you have finished, click Publish to finalize.
Your employees will then receive a notification that says: “New shifts have been released at [Your Location]”.
Create a Schedule on the Employee Hub App
We recommend using the Web Dashboard to create your schedule, as it has more robust functionality and viewing capabilities.
However, you can still create and publish shifts on the go using the Hub App.
- Access the Schedule page on your Hub app from the bottom tab:
- Navigate to the week you’d like to schedule shifts using the arrow buttons at the top of the screen and select a date to view:
- Select the Pencil button in the bottom right corner:
- Select the Create Shift button:
- This will prompt a pop-up to appear where you will need to select the employee, start/end times, and role for the shift. You also have the option to attach any desired notes to the shift:
You can have the shift apply to multiple days by selecting your desired days at the top of the pop-up.
If you select a day that the employee has shift preferences on, they will appear in blue.
- Once you have finished, click Create to finalize. The shift will then appear with a Draft tag attached:
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Repeat the steps above untill you are ready to publish the draft schedule you’ve created.
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Once you are ready to publish your draft shifts, click the Pencil button at the bottom of the page again and then hit Publish
- This will prompt a pop-up to appear where you can review details of the shifts you’re about to publish. Here, click on the Notification Settings field to select which employees you’d like to notify:
- Toggle on either the by Text or by Email button, depending on how you want to notify your employees.
- Once you have finished, click Publish to finalize:
Open Shifts
If you don’t want to schedule a specific employee but know you need to fill a role for a certain shift, you can do so by creating an open shift.
Open shifts are attached to roles, and can be picked up by any employee that has that role attached.
Create an Open Shift on the Web Dashboard
- Log on to the Web Dashboard. Once signed in, select Team > Scheduling:
- Click on any of the blocks in the Open Shift row on the scheduler:
- This will prompt a pop-up to appear where you will need to select a role, date, and time frame. You will also have the option to duplicate the shift or attach any notes:
- Once you have filled in the required information, click Save.
The shift will then appear as a draft in the Open Shifts row on the scheduler:
Once this shift is published and an employee picks it up, the shift will then move to that employee’s row on the scheduler.
Create an Open Shift on the Hub App
- Access the Schedule page on your Hub app from the bottom tab:
- Navigate to the week you’d like to schedule shifts using the arrow buttons at the top of the screen and select a date to view:
- Select the Pencil button in the bottom right corner:
- Select the Create Shift button:
- This will prompt a pop-up to appear where you will leave the employee field empty while including start/end times and role for the shift. You also have the option to attach any desired notes to the shift:
- Click Create. Your draft open shift will now be created as a draft:
On the Web Dashboard, you can click and drag an open shift to any employee’s row who has that role.
You can also always make someone’s shift open by dragging their shift to the open shifts row.
Schedule Employees from a Different Location on the Web Dashboard
If your company has multiple shops, you will be able to create a schedule for each location through their respective Web Dashboard pages.
The scheduler at each location will default to show only the employees whose home location is the current location you’re logged into:
While you will not be able to find these employees on the left side of the scheduler, all employees that work for the company are still available for selection. Here’s how to schedule employees that work at another location.
- Log on to the Web Dashboard. Once signed in, select Team > Scheduling:
- Click into any empty box on the scheduler or press the + New Shift button to begin creating a new shift:
- This will prompt a pop-up to appear. To schedule an employee that is from another location, simply search for them in the Employee Name dropdown and create a shift as normal:
The employee’s name, along with their shift, will then appear on the left side of the scheduler:
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