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

Pro tip: To learn more about your mobile admin tab & distributing the app to your employees, click here.

In this article we will go over:

How to access the schedule as an admin from the mobile app:

On your app, click on the Admin tab. Next, 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

How to view and access shifts and jobs:

When you first access the schedule, you'll see this week's agenda. On the scheduled agenda, you can see all assigned shifts and jobs, all unavailabilities per day, badges for shifts statuses, open shifts, and drafts:

Then, Click on a shift for more details and edit options. Here, you can change users' status by clicking on the status and choosing a new one from a list:

Then, Scroll down to view future shifts. To change the dates, simply pull down the dates viewer which is located at the top of the schedule. To view your scheduled activity, click on the activity button which is located in the top right corner of the screen

How to add a new shift:

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

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

  3. 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

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

  5. 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

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

How to publish shifts:

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

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

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

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

How to Edit Existing Shifts:

To edit an existing shift, simply select the shift, and click on Edit shift on the lower part of the screen.

Here, you can make all the necessary adjustments, whether it is to change the hours, edit the users assigned to the shift, and more. You can also delete an existing shift by clicking on the trash can icon on the bottom left side of the screen.

How to add and Edit Jobs

To add a new job to the schedule, click on the briefcase icon in the bottom left corner of the schedule

Click on Add job.

Here you can add the job title, qualify the relevant users for the job, add a location and a description


Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies in under 5 mins to ANY question.

Did this answer your question?