To get the most from Shift Scheduling, we recommend you set up the following functions before using the module.

📎NOTE: You need to set up Leave Management before you set up Shift Scheduling.

Scheduling Permissions

Allow who you want access to scheduling settings and reports.
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General Settings

Set up general settings such as allowing employees to be able to advise their availability.
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Rules for Time Off and Scheduling

Rules allow you to control how time off requests and adding shifts react when shifts are already scheduled on selected dates.
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Schedule Groups

Create schedule groups for employees to help schedule shifts.
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Areas

Create areas to assign a particular job to a location.
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Shift Templates

Help save time when creating a shift.
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Use our free e-learn to help you get up to speed with Shift Scheduling.

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