Editing & Deleting Schedules

Unpunched schedules can be edited or deleted at any time.

Publishing and Unpublishing Schedules	Deleting Schedules
Editing Schedules	Deleting Recurring Schedules
Editing Recurring Schedules	Employee Notifications
Changing Assigned Employee	Troubleshooting & FAQ

Publishing and Unpublishing Schedules

Schedules can either be published or drafted. This action can only be performed on the web portal.

• Drafted schedules are not visible to users on the My Schedules or Manage Schedules icons in JM Connect and do not generate alerts/notifications.
• Published schedules are visible to assigned users on JM Connect and generate alerts/notifications.

Unpunched schedules can be unpublished at any time.  This action is useful if you want to temporarily remove the employee's shift for editing purposes instead of deleting it.

 

Publishing Schedules

1. Go to Customers > Manage Schedules.
2. On the Schedules tab, select the checkbox on any drafted schedule you'd like to publish.
   • Multiple schedules can be selected at a time.
3. Select Publish Schedule to publish any selected schedules, or select the Publish button in the Actions column to publish an individual schedule.

Unpublishing Schedules

1. Go to Customers > Manage Schedules.
2. On the Schedules tab, select the checkbox on any published schedule you'd like to draft.
   • Multiple schedules can be selected at a time.
3. Click Unpublish Schedule to draft any selected schedules.

Editing Schedules

Punched schedules cannot be edited.

1. Go to Customers > Manage Schedules.
2. On the Schedules tab, select the Edit Pencil in the Actions column.
3. Update any details, then select Publish to promote changes.
   • Schedule details will be updated immediately.

Editing Recurring Schedules

1. Go to Customers > Manage Schedules.
2. On the Recurring tab, select the Edit Pencil in the Actions column.
3. Update any details, then select Publish to promote changes.
   • Publishing changes on a recurring schedule will immediately update any unpunched individual schedules.

To prevent conflicting records, we do not recommend updating the Customer, Location, Start Date, Schedule Type, Employee, or recurring settings (excluding End Date).

If you need to edit these fields, please delete and readd the recurring schedule instead.

Changing Assigned Employee

The employee assigned to a schedule can be updated at any time.

Assigned employees can be updated in bulk when terminating or deactivating a user.

1. From the web portal, go to Customers > Manage Schedules.
2. On the Schedules tab, select the Edit Pencil in the Actions column.
3. Select the Include Employee checkbox.
   
   
   • Once selected, select the X button in the Action column to remove any assigned employee.
     
   • To add an employee, select the user from the Employee dropdown.
     
4. Select Publish to promote changes.

Deleting Schedules

Punched schedules cannot be deleted.

1. Go to Customers > Manage Schedules.
2. On the Schedules tab, click the X in the Actions column.
3. After confirming the action, the schedule will be deleted immediately.

Deleting Recurring Schedules

1. Go to Customers > Manage Schedules.
2. On the Recurring tab, click the X in the Actions column.
3. After confirming the action, the recurring schedule will be deleted.

Deleting a recurring schedule will delete any unpunched individual schedules generated from the recurring module.  Any shifts scheduled for the current date will not be deleted.

Employee Notifications

Employees receive push notifications when published schedules have been edited or deleted.  Schedule notifications are available from the Bell icon on JM Connect.

Users do not receive a push notification if a recurring schedule has been edited or deleted.

Edited Schedule

Assigned employees immediately receive this alert when a published schedule has been edited.

Deleted Schedule

Assigned employees immediately receive this alert when a published schedule has been deleted.

Troubleshooting & FAQ

Question: Why did I receive this message when updating a schedule: 'the system is busy, please try again in a few minutes'?

Answer: The message appears when an update is already in progress on the backend. Wait a few moments and try again.

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.