Overview of Scheduling

This entry is part 1 of 8 in the series Make Your First Schedule

Here you can learn the steps to build a schedule. Follow step by step and use the articles posted here to learn anything that you need. It is not required to set projections to make a schedule.  Start with adding shifts if you want to just quickly run through the process. List of First Time […]

Set Projections

This entry is part 2 of 8 in the series Make Your First Schedule

Each week, Shift Agent provides you with the ability to set your labor level according to your sales projections.  These projections act as a helpful guide for you as you make the schedule for the week. For example, you can see how many hours you have left to schedule, or how many hours you are […]

Add First Shifts

This entry is part 3 of 8 in the series Make Your First Schedule

Here is how you add shifts quickly.  This is for when you want to quickly create a schedule for a day, or make a new template of shifts that don’t have employees in them yet.  *Option:  Drawing your schedule (no typing) Watch the 1 minute video here: Step by Step instructions Click the “Quick Add” button […]

Draw Mode (add shifts by drawing)

This entry is part 4 of 8 in the series Make Your First Schedule

Shift Agent allows you to interact with the schedule by drawing unassigned shifts onto the schedule for a day. Once you have drawn the shifts, all of them are unassigned until you use Smart Scheduling or assign them individually. Click the  icon in the upper left corner of the scheduling page. Watch the video to […]

Templates: How do I build one?

This entry is part 5 of 8 in the series Make Your First Schedule

This post is about how to build a template.  You can also edit an existing template and make changes. Access the Template Editing Area Templates are a way to take advantage of reoccurring patterns in your scheduling.  For example, if you have a “typical schedule” for a particular day of the week, you can build […]

Smart Scheduling: How to use it.

This entry is part 6 of 8 in the series Make Your First Schedule

Smart Scheduling allows you to fill out your schedule for a day quickly, using templates that you have created. Once you apply a template (or if there are any unassigned shifts on the page) press the green button that says “Smart Scheduling” in the upper left of the Manage Schedule page. Here is a breakdown of the Smart […]

Review Week

This entry is part 7 of 8 in the series Make Your First Schedule

Review Week is a feature that allows you to check your work and find potential conflicts in the schedule.  To access this feature, you press the Review Week button on the footer bar after you have put people into shifts. Shift Agent reviews a few categories so that when you are about to Publish, you […]

Publishing

This entry is part 8 of 8 in the series Make Your First Schedule

Intro to Publishing: Publishing the schedule is when the shifts you built on the calendar are now visible to employees.  When they login, they will see their schedule. Before you publish, the shifts on your calendar are just a rough draft.  They will stay saved in whatever state you leave them, even if you log […]