Although the scheduling feature packs plenty of different capabilities that should be set on your dashboard, we added some important actions that should be available for you on the go, so you can manage employee schedules when away from your dashboard, directly from your mobile app's admin tab!

What can you do with the mobile scheduling for admins?

  • View all employee schedules¬†

  • Add new shifts and jobs

  • Edit existing shifts

  • View and edit all shifts statuses¬†

  • View scheduling activity¬†

  • Create drafts

  • Publish schedule

Accessing the schedule as an admin from the mobile app:

  • On your app, click on the Admin tab

  • On the "Active Assets" list, choose your scheduling asset (may differ by name per company)

  • If you have multiple schedules, you will be directed to a list of all active schedules

Viewing and accessing shifts and jobs:

  • When you first access the schedule, you'll see this week's agenda

  • On the schedule agenda, you can see all assigned shifts and jobs, all unavailabilities per day, badges for shifts statuses, open shifts, and drafts:

  • Click on a shift for more details and edit options

  • You can change users' status by clicking on the status and choose a new one from a list:

  • Scroll down to view future shifts

  • If you wish to change the dates, simply pull down the dates viewer which is located at the top of the schedule

  • If you wish to view your schedule activity, click on the activity button which is located in the top right corner of the screen

Add a new shift:

  • To add a new shift, you can click on the main "add shift" button at the bottom of the page

  • You can also add a shift for a day with no shifts by clicking on the "add shift" button that's on the days list

  • When adding a new shift, you'll have the ability to select from your job's list, add a shift title if needed, add a location, and add notes

  • Click on "select users" to select one or more users from a list, or allow users to claim the shift

  • To allow users to claim a shift, click on the toggle next to it and click on the number box below to edit the number of open spots to claim

  • In order to publish a shift, it must have a shift title or a selected job, and assigned users or enabled for claim

Publish shifts:

  • You can publish a shift as you add it by clicking on the "publish" button

  • If you wish to publish multiple shifts, you can click on the "publish" button which appears on the shifts' list agenda

  • Once clicked, you'll have the option to publish today's shifts, this week's shifts, this month's shifts, or select custom dates

  • Before multiple shifts are published, you'll receive a summary so you can make sure you publish the right amount of shifts

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