How to Publish Shifts to Specific Users

Learn how to use advanced filtering for targeted publishing!

Shoshana Fleischmann avatar
Written by Shoshana Fleischmann
Updated over a week ago

Our powerful Job Scheduler makes it effortless to create shifts or dispatch jobs for your team and make sure they have all the information they need regarding their shift right in their mobile app.

If you need to publish shifts only for a specific department, team, or person, filter-based publishing lets you do this! It allows you to have full control of how you publish your shifts to your employees.

Some use-cases include:

  • If there are a few teams working simultaneously, each manager is responsible for publishing only their team's shifts

  • Managers need to receive their shifts a month ahead while employees receive their shifts a week ahead

  • An employee needs to know ahead of time when they're working but the whole schedule isn't ready to be published yet

In this article, we will learn how to publish shifts to specific users in just a few simple steps!

Before we begin, make sure that your user profile fields and smart groups are set up properly.

Step 1: Have your draft schedule ready

Screenshot of draft shifts in Connecteam's Job Scheduler

Step 2: Use advanced filtering to filter for specific criteria. In this example, managers need to receive their shifts before employees, so we will filter by the Managers Smart Group ("Group is Managers")

Screenshot of filtering shifts in Connecteam's Job Scheduler

Step 3: Click on Publish to publish your shifts just to that specific team! The published shifts will be fully colored.

GIF of publishing shifts by smart group in Connecteam's Job Scheduler

Pro Tip: Keep your user profile fields and smart groups organized, so that you can easily use advanced filtering to publish shifts for specific users, teams, admins, et cetera.

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?