The Job Scheduler allows you to create shifts and dispatch jobs for your team with all the information they need to get the job done. However, events might happen that will leave you as manager empty-handed, without staff to cover for a job.
That's why we've created the Limitations and Conflicts capability for the Job Scheduler. With the power to set up limitations and resolve conflicts, as a manager- you will be able to avoid mistakes, never be left empty-handed, and you'll always have someone to get the job done.
In this article, we will cover:
What are schedule limitations?
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:
That users can't reject or un-claim a shift too close to the start of a shift
That you are aware when users are scheduled in overtime
That you are aware when users have too many shifts per day or week
How to Activate Schedule Limitations
In order to set it up, simply go to your schedule, click on Settings at the top right, and navigate to the Limitations tab. Mark the limitations you wish to apply.
Once your limitations have been set up based on your preferences, when scheduling your employees, you will now get a warning sign to ensure that you're aligned with the limitations you have set for your schedule.
How will it appear?
After enabling limitations, if you have accidentally scheduled somebody in a way that complies with the limitations set, it appears on the schedule conflict, which is marked by a red flag with an exclamation mark! This way- you'd never miss them.
💡 Tip: Want to make sure that you’ll always view conflicts? Make sure to set your viewing preferences to include conflicts. This can be done by clicking on View Options and toggling on conflicts.
Want to learn more about viewing preferences? Check out our article about it! You can find it here!
At the top right corner, you also have a Conflicts tab.
When opening it you will see all of your historical schedule conflicts.
How to resolve schedule conflicts:
After clicking on the relevant conflict, you'll be directed to the specific shift that has conflicts. allowing you to take action and apply changes to resolve the conflict.
Cross Schedule Conflicts
Do you have employees that work on multiple sites? Do you have a chain of stores with employees who work in several stores? Meet our "Cross Schedule Conflicts" capability! This allows you to control and prevent situations where your employees are scheduled to overlapping shifts on several sites.
How to Enable it?
Go to your Job Scheduler
Click on "Settings"
Head over to the Limitations tab and toggle on "Enable conflicts with other schedules"
💡 Tip: Sync between your Time Clock and Job Scheduler to allow Time Clock absences to appear under the conflicts section! Not sure how to properly sync between the two? You can learn all about it right here!
*Conflicts and Limitations are available from the Operations Expert plan*
Need more guidance? 🙋 Our LIVE support team (at the bottom right corner of your screen) replies to ANY question.