The Job Scheduler allows you to create shifts and assign tasks to your team, including all the details necessary for successful completion. However, scheduling employees often proves more complex than it seems. Managers must navigate labor laws and company policies, which can vary between employees. Establishing scheduling policies and assigning them to team members, lets you create a set of scheduling rules that apply consistently to those employees. This provides managers with the tools and information needed to ensure compliance when building schedules, reducing the risk of costly errors.

In this article we will go over:

All Company Scheduling Policies are created under the Users Tab. Begin by navigating to the Users tab, click on company policies, and make sure to be in the scheduling rules tab. Then click on Create New.

Give the policy a name and decide if it should be a default policy or not. Default policies will be automatically assigned to all new employees who join the company app.

Next, Add Rules. Choose from, and set the rules that should be a part of the policy. The rules that can be set are broken into two groups hours and weeks:

For each rule you add, you can also choose whether or not to prevent users from exceeding this rule when claiming open shifts. In the example below you can see I created a full-time policy and add that the max hours per week is 42 and per day is 9.

After setting the rules, press continue. Now it's time to assign your employees. Select the relevant employees and press next. Notice that you will also be able to see

💡Tip: If you want to assign a policy to a smart group you can user profile simply using the filter at the top right and filter for the relevant use profile field.

If you have any overlaps, meaning employees who are assigned to more than one scheduling policy they will appear here. At this point, you can decide either to add their existing set of scheduling rules or override them. Note that you will only see this screen for employees assigned to more than one policy.

Once ready, press next and you will arrive at the overview page. Then select confirm.

Below you can see an example of creating a Part-Time Policy from start to finish.

💡Tip: Note that since an employee can be assigned to more than one scheduling policy you can also set more than one policy as a default policy.

Some examples of company-wide scheduling policies to inspire you are:

To edit deactivate or delete a scheduling rules policy enter the users' tab, click on company policies, and enter the scheduling rules tab. Next to the relevant policy click on the three dots. Here you'll be able to select the relevant option and proceed.

In the scheduling rules tab, you can click on the user next to the relevant policy. Here you will be able to see a list of all employees assigned to that policy.

You can also see which policies are assigned to a specific employee in their user profile. To do so, head to the Users Tab, enter the relevant user, and select the Employment tab.

Take a look at how this looks below.

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