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Scheduling

Daily Overview Schedule

SchedulePro now offers a Daily Overview to quickly identify information for day-of scheduling. This new view provides insight into open requirements, short notice leaves, employees on shift, and empl…

Updated by Shiftboard Support

Creating a Schedule

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 Schedules start off unpublished and must be ma…

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AutoSchedule

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…

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Assign Employees

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…

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Publishing a Schedule

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 This will make the schedule visible to any employee users, whereas the unpublished schedule is only visible to system admin…

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Partial Publish

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 by Shiftboard Support

Viewing Employee Info & Recreating Employee Schedules

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…

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Recreating a Schedule

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…

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Find Employees

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.

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Creating and Editing Requirements

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.

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Editing Employee Shifts

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…

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Viewing the Schedule

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,…

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Changing Shift Pattern for an Employee

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…

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Bid System and Pick Up Functionality

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.

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Adding Refusals

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 by Ester Villegas

Using the AutoCall Feature

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…

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Statutory Holidays and Shift Patterns

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…

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Turn Around/Outages

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.

Updated by Ester Villegas

On call schedule

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…

Updated by Ester Villegas

Multiple Shifts - Display order

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…

Updated by Ester Villegas

Update Schedule - Add & Replace Shifts

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…

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Changing Teams (Changing Shift Pattern)

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…

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Shift Divide and Shuffle

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 by Ester Villegas

Line Based Scheduling

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…

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New Schedule View

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 by Ester Villegas

Subscribe to calendar

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Importing Line Based Scheduling Production Plan

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 by Ester Villegas

Shift Trades - Scheduler

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…

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Managing Shift Turndown

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…

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Vibrant Employee List Schedule View

If your organization uses position or location colors to easily differentiate what or where employees are working throughout the site, this new view may benefit you and your team. This is a global se…

Updated by Shiftboard Support

Shift Splitting and Division

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…

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