All Categories > Scheduler's Guide > Scheduling
Once a system administrator has configured shift patterns and requirements , SchedulePro allows you to create a new schedule with the click of a button. Schedules start off unpublished and must be ma…
Updated 2 years ago
After a new schedule is created, it is likely that the schedule will contain a number of red cells. AutoSchedule is a convenient way of filling them. It will run through your schedule for a selected…
Updated 3 weeks ago
Assign Employees lets you add employees to a single open requirement. If you’re trying to fill a large number of requirements, this will take you longer than AutoSchedule , but it also allows you mor…
Once you’re ready to release the schedule to employees, you can publish it. This will make the schedule visible to any employee users, whereas the unpublished schedule is only visible to system admin…
Schedules can be partially published for respective employee groups. This feature allows schedulers of multiple groups to independently distribute schedules at their own pace. Partial Publish also al…
Updated 2 years ago by Shiftboard Support
What if, after making modifications to an employee’s schedule, you want to undo your changes and return the schedule back to its default state? SchedulePro gives you the option of recreating the sche…
Recreating the schedule overwrites any data in the existing schedule for a selected date range, using your shift patterns and requirements. You may want to recreate the schedule for a few reasons: Yo…
Find Employees displays a table of all open requirements and allows you to open the Assign Employees window for each requirement. It’s a convenient way for you to fill understaffed shifts one by one.
Updated 1 year ago
With the correct permissions, you can change requirements from the schedule. There are two ways to do this: edit an existing requirement or add an entirely new one.
SchedulePro gives you many options for editing the schedule of an individual employee. This is useful if you want to edit the shift an employee is working on a certain day, give him/her an extra shif…
SchedulePro offers several ways to display your schedule, each providing a different view with options for searching and filtering. In this article: 1) Published vs. Unpublished Schedules 2) Actions,…
Updated 1 month ago
If an employee’s schedule changes, the Schedule Manager or the System Administrator can assign a new shift pattern in place of the old one. The process to change a shift pattern assignment involves a…
Updated 5 months ago
The SchedulePro bid system allows you to post shifts for your employees to bid on. After employees have started bidding, you can then view the list of bids and choose the employee to whom you want to assign the shift. This is an easy way of ensuring that an interested, available employee will get the job.
Updated 7 months ago
The hours of shifts offered and refused by an employee can be recorded and accounted for when filling shift deficiencies in required staffing. In this article: 1) Entering Refusal Hours in a Specific…
Updated 2 years ago by Ester Villegas
AutoCall lets you to automate the process of calling employees for available shifts from within Candidate Finder. If you have purchased this feature, your Implementation Consultant or Support will co…
Updated 11 months ago
When you have a statutory holiday, you may want to set all your employees to not work that day. However, that simple change can generate a problem with your schedule if your Overtime detection is bas…
In the oil and gas industry, a turnaround is a planned break in production so repairs and maintenance, that can't be done while the unit is operational, can be performed.
On call schedule is a type of schedule where employees are not on site, but need to be available when needed. In SchedulePro you can assign (put) employees on call and you can view that on call sched…
When you have multiple shifts occurring on the same day, SchedulePro will show only one of them in the employee's view. A blue asterisk will be added to the cell to indicate that there is more than o…
This article is a best practice guide for System Administrators, Scheduling Managers and Schedulers to use the Add & Replace Shifts functionality. You can: change an employee or group of employees fr…
Use Case: Team A employees are assigned the Shift Pattern called Days. Team B employees are assigned the Shift Pattern called Nights. We have an employee assigned to Team A and we want to move them t…
Overview . This article helps you understand how SchedulePro helps attain full coverage across multiple jobs when qualification constraints prevent a full shift from being covered by a single person.…
Updated 1 year ago by Ester Villegas
Overview. Line based scheduling allows schedulers to create requirements that are specific for certain lines and certain products. This capability is especially well-suited for manufacturers that man…
Improved Coverage Summary is Now Accessibility Friendly. SchedulePro has redesigned the coverage summary to improve functionality, accessibility, and scannability. Bigger Font and Shift Color. The fi…
Updated 3 years ago
Overview. You can use the bulk import feature to import line based scheduling requirements for line and product combination on a specific date with the fields: Shift Date. Shift Code. Product Code. H…
Updated 1 month ago by Ester Villegas
A shift trade is when two employees agree to swap shifts. SchedulePro ensures that employees are only able to request shift trades from other employees whose shifts they are qualified to work. Once a…
Based on your organizational settings, employees can turn down overtime assignments, or both overtime and straight time assignments. When an employee selects the Turndown button on a browser or in th…
SchedulePro can help you manage staffing shortages by splitting an available shift into smaller segments. 1 ) Adding Split Shifts 2) Shift Divide 3) Divide Shift Adding Split Shifts. When a shift can…
Powered by HelpDocs (opens in a new tab)
Updated
by Ester Villegas
