If you're using the Job Schedule feature regularly, you must know about these "killer" capabilities that can take your team to the next level. These job schedule top capabilities will help you save time by quickly and easily scheduling shifts in multiple ways. Create templates, shift tasks, or have users mark their availability, and so much more - helping you flawlessly manage your company's schedule.

The Top Capabilities are:

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

If employees disregard the limitations you have set, visual indicators will appear, as shown in the image above. Each time a limitation is exceeded, it will show up in the Conflicts Tab within the Job Scheduling feature. You can access this tab by clicking on the red circle with an exclamation mark in the top-right corner.

The Conflicts Tab provides detailed alerts about any scheduling rules that have been violated. For example, if an employee's scheadule exceeds their maximum allowed working hours for the week, the admin will receive a notification specifying that the conflict is due to the hour's limitation. This allows you to quickly identify and resolve scheduling issues, ensuring smooth operations.

Shift tasks allow you to set specific tasks for a shift that needs to be completed. They can be created for a single employee's shift, or for a team who is working the same shift hours. 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.

💡Tip: To learn more about Shift Tasks, click here. To see a video about Shift Tasks, click here.

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 weekly, you are also able to create weekly templates. The templates can be loaded onto an empty week and instead of having to create a new week from scratch, you will be able to make the adjustments for the new week from there.

💡Tip: To learn more about Templates, click here. To watch a video tutorial about Templates, click here.

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

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.

Depending on your view, (day/week/month) the actions menu will allow you to do several actions such as:

The multi-select option lets you avoid mistakes by making important changes in bulk. This is a crucial time saver! Instead of editing one shift at a time, you can easily select a few shifts and edit at once. By hovering over a shift and clicking on the three dots on the top right you can select multiple shifts and make changes with just one click.

The actions you can take are:

💡Tip: To learn more about Multi-select, click here.

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

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.

💡Tip: To watch a video tutorial about Templates, click here.

Do you ever find yourself reminding your employees to fill out their daily forms after they complete their shifts? Or perhaps, go over relevant training, and fill out a survey during or after their shift?

With our new schedule Shortcut capability, you can now insert an internal link through the user's shifts sending the users directly to the relevant content with a click of a button. Managers can use this capability both through the dashboard or on the go via the mobile app.

💡Tip: To learn more about shift shortcuts, click here.

Open shifts are shifts that can be claimed by your employees - a major time saver that will help you build your scheduler faster. You can set shifts to be claimed on a first-come-first-serve basis or to require admin approval. Open shifts can be added as a single shift or, they can even be recurring.

💡Tip: To learn more about open shifts, click here.

A business must understand which of its employees are able/unable to work at any given time. Unavailability makes sure you never schedule employees when they're not available. You can set unavailability for your employees, or allow them to set it on their own. Moreover, unavailability can be set as reoccurring.

💡Tip: To learn more about unavailability, click here. To learn more about reoccurring unavailability, click here.

To become truly proficient at scheduling, using the ListView 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 shown below to get an overview of your scheduling statistics that can be exported to Excel.

💡Tip: To learn more about the list view click here. To watch a video tutorial about the List View, click here.

Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.