If you are using the Job Schedule feature regularly, you must know about these 5 "killer" capabilities that can take your team to the next level.

The Capabilities are:

  1. Limitations and conflicts

  2. Shift tasks

  3. Templates

  4. Quick actions

  5. List view

Limitations and Conflicts

Are you having issues with scheduled overtime? Are employees rejecting their shifts just before they are about to start? As a manager, you can set specific limitations both for users and for the entire schedule with the click of a button.

Whether you are a small or large company, setting schedule limitations is vital for your business to ensure the following:

  • Users can't reject or un-claim a shift too close to the start of a shift

  • You are aware when users are scheduled in overtime

  • You are aware when users have too many shifts per day or weekยด

When you disregard the limitations that you have set for your schedule, there will be visual indicators as in the image above. Every time a limitation has been disregarded it will show up in the conflicts tab which can be accessed by clicking on the red circle at the top right with an exclamation mark in the middle. Here you can see all your schedule conflicts.

To learn more about Limitations and Conflicts read the full article here.

To watch a video tutorial about Limitations and Conflicts, click here.

Shift Tasks

Shift tasks can be created for a single employee's shift or as a team who is working the same shift hours and allows you to set specific tasks for a shift that needs to be completed. If the shift is assigned to multiple users, all users will have the ability to complete the tasks together making it a very useful tool for organizations that work in teams.

Adding tasks to a shift will also have a visual indicator on the schedule itself so that you can easily oversee execution.

To learn more about Shift Tasks read the full article here.

To see a video about Shift Tasks, click here.

Templates

If you have shifts that are often recurring, using shift templates is a great way to speed up your scheduling and will save you tons of time.

Similarly, if all or most of your shifts repeat on a weekly basis, you are also able to create weekly templates. The templates can be loaded onto an empty week and from there you can make the adjustments needed instead of having to create the week from scratch.

To learn more about Templates, read the full article here.

To watch a video tutorial about Templates, click here.

Quick Actions

The schedule is filled with quick actions to make your life as easy as possible. Let's take you through some of them:

View by Jobs / Users

You can easily swap between the user view to the job view to make sure you have the correct amount of people at the correct jobs.

Example: Change to the jobs view > create a shift for a job > swap to the user view > drag the shift to a user. You can also use the other quick actions that we've shown you above such as multi duplicating shifts to speed up scheduling even more.

Actions menu

Depending on your view, the actions menu will allow you to do several actions such as:

  • Copying the shifts over from the previous day/week/month

  • Clearing the current view from shifts

  • Unpublishing the shifts

  • Unassigning the shifts

  • Exporting the view to Excel

  • Saving and loading template

  • Printing

Duplicate

By hovering over a shift and clicking on the three dots on the top right you are able to quickly duplicate, multi duplicate, or delete shifts.

Drag and Drop

Using the schedule you can easily drag and drop shifts to reassign them to users if you are using the Users View or to specific jobs if you are using the Jobs View.

To watch a video tutorial about Templates, click here.

List View

To become truly proficient at scheduling, using the List View is a must. Start by changing the date range that you are interested in gaining insights about, and proceed to select your view (date, users, shift title, or job) as is shown below to get an overview of your scheduling statistics that can be exported to excel.

To watch a video tutorial about the List View, click here.

If you have any further questions do not hesitate to reach out to our team and schedule a training session at a time that suits you best by clicking here

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