Creating Schedules

Creating Schedules

As you create schedules for your employees to work at your different locations, the Manage Schedule page under the Customers menu will begin to populate. It can be filtered by all the drop-downs at the top of the page. Use the filters to narrow down the specific information you need. Read below for instructions on creating schedules.

Schedule Prerequisites

Before setting up your first schedule, there are a few requirements:

• You need at least one location set up
  • How do I set up a location?
• Employees need to be marked as trained on the location
  • How do I Train an Employee on a location?

One-Time Schedule

Use one-time schedules to schedule a singular event or shift. If the shift is going to repeat, use Recurring Schedule instructions listed below instead.

1. Go to Customers > Manage Schedule
2. Click the Add Schedule button at the top right
3. Fill out the form completely. Below are some special notes on different fields:
   • Employee - Select one or more employees to participate in this scheduled event. Keep using the drop-down to add more employees as needed.
   • Late in/ early out alerts - These notify the email addresses set up under a location's Timekeeper emails. Find detailed instructions at this link.
4. Click the Save button

Recurring Schedule

1. Go to Customers > Manage Schedule
2. Go to the Recurring tab
3. Click the Add Recurring Schedule button at the top right
4. Fill out the form completely. Below are some special notes on different fields:
   • Employee - Select one or more employees to participate in this scheduled event. Keep using the drop-down to add more employees as needed.
   • Late in/ early out alerts - These notify the email addresses set up under a location's Timekeeper emails. Find detailed instructions at this link.
5. Recurring Settings
   
   • Here, you may choose to set the days of the week, how often the shift should occur, and how long the schedule will apply. If you do not wish to set an end date, use the "No End Date" checkbox
6. Click the Save button

 *Note: Recurring Schedules cannot be edited. If you would like to make changes to a recurring schedule, please delete it and create a new one with your changes.

Recurring Report

The final tab on the Customers > Manage Schedule page is the Recurring Report. It details all recurring schedules created. You can filter by location or employee.

This report can be exported using the Export to Excel button.