Schedule Management

​

Customize your Scheduler Settings on the Web Dashboard

1. Log on to the Web Dashboard. Once signed in, select Team > Scheduling:

2. Click on the Tools dropdown at the top right of the page > select Settings:

3. This will prompt a pop-up to appear where you can customize the following scheduler settings:

Default to Role View on the Scheduler Page: This setting allows your scheduler to default to the role view when you initially click into it. If this is off, the schedule will default to the group view.

Enable Employee Shift Confirmation: This setting allows employees to confirm shifts you’ve scheduled for them. If this is on, employees will be prompted to confirm shifts from their Hub App.

First Day of the Week: This setting allows you select which day of the week you’d like your scheduler to start on from the dropdown.

Duration Display on Shifts: If this is on, the hour duration of shifts will be displayed on the shift boxes themselves. If this is turned off, the shift box will only display the time range of the shift:

Enable Approval for Open Shifts: If this is on, once an employee picks up an open shift on their Hub App, a manager will need to approve this in the approval center.

Weekly Scheduler Emails: If this is on, all of your employees will recieve weekly schedule summary emails detailing their upcoming shifts for the week. These emails are sent automatically.

4. Once you have finished making your selections, click Save to finalize:

---

​

Scheduler Tools

You can access a variety of Scheduler Tools by clicking on the Tools dropdown on the Scheduler page of the Web Dashboard:

​

Scheduler Views

​

Time Range Scheduler Views

Your scheduler defaults to a week view, in which you can view and create shifts for 7 days. You can view your scheduler in either Week, Day, Month, or Agenda view.

To change views, click on the dropdown next to the date selector at the top of the page:

​

Team-Based Scheduler Views

You are also able to view schedules by different team configurations. You can switch between group view, role view, and employee view:

​

Filter Scheduler View

You are able to hide certain roles and employees when in either group view, role view, or employee view. This allows you to condense the scheduler if you only want to work with certain roles or employees at a time.

When in either group or role view, click on the All Roles dropdown at the very top of the page to deselect the roles you don’t want to see on the scheduler:

When in employee view, click on the All Employees dropdown at the very top of the page to deselect the employees you don’t want to see on the scheduler:

---

​

Reuse Existing Schedules

​

Copy Schedule

1. Log on to the Web Dashboard. Once signed in, select Team > Scheduling:

2. Click on the date dropdown and select the week you’d like to copy:

3. Click on the Tools button at the top right of the page > select Copy Week from the dropdown:

4. This will prompt a pop-up to appear confirming the week you’re about to copy, as well as ask which week you’d like to copy it to:

5. Click Copy to finalize. Your schedule will then be copied to the selected week, in draft form:

​

Create Schedule Templates

1. Log on to the Web Dashboard. Once signed in, select Team > Scheduling:

2. Create and publish a schedule as normal.

3. Once you have created and published a schedule that you’d like to use as a template, click on the Tools button at the top right of the page > select Templates from the dropdown:

4. This will prompt a pop-up to appear where you can either save the current week’s schedule as a template, or apply a template to the current week:

Save a Week as a Template: Enter a label your template in the box that says Template Name > click Create:

The new template will then appear above along with other existing templates:

Apply a Template to a Week: In the pop-up, select Apply to the template you’d like to apply on that week:

The template will then apply to that week as draft shifts: