Schedule Limitations and Conflicts

Automate limitations and conflicts in your schedule to save time and make sure everything runs smoothly

Amir Elharar avatar
Written by Amir Elharar
Updated yesterday

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:

Schedule Limitations

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:

  • You are complying with labor laws or your business's dispatching rules

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

  • Users aren't claiming shifts that conflict with shifts they already have scheduled

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!

Schedule Conflicts

At the top right corner, you also have a Conflicts tab. When opening it you will see all of your upcoming schedule conflicts and a history of conflicts in your schedule.

How to resolve schedule conflicts:

After clicking on the relevant conflict, you'll be directed to the specific shift that has conflicts. This will allow 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, in different Job Schedulers.

How to Enable it?

  1. Go to your Job Scheduler

  2. Click on "Settings"

  3. Head over to the Limitations tab, scroll down to 'Cross schedule conflicts' and mark "Show conflicts with publish shifts and unavailability". If you'd like to see cross schedule conflicts during the planning phase, mark as well to "show conflicts with draft shifts".

Please note that at the moment the ability to set limitations on the Job Schedule will apply for the entire schedule and assigned users or smart groups, so you won't be able to set different limitations for users under the same Job Schedule. With that being said, we have a system to track votes on new features to better fit our roadmap to our clients' needs. You are welcome to vote for this feature, so if and when it is developed, you will get notified directly by email!

*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.

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