Creating Schedules

1. In Reporting and Analytics, click Labor, click Schedule Editor, and then click Basic Schedule Editor.
2. Select the location, and then click Edit.
3. To zoom in on a day, double-click the day in the editor.
4. To copy a schedule from the previous week, click Copy Previous. This operation fails if a valid schedule was not submitted or generated for the previous week.
5. To copy a schedule from another week, click Copy Other Week. The operation fails if a valid schedule was not submitted or generated for the selected week.
6. To filter schedule data from the Filters pane, select a job category, job, or availability status.
7. Click Shifts, and then select one of the following methods to add a shift:

   • To add a fixed-length shift, drag a time block (for example, 7 hr) to the employee row in the schedule editor.

   • To add a custom-length shift, place the cursor in the employee row, and then drag the cursor to define the start and end times.

   • To move a shift to another employee, drag the shift to the new employee.

   • To move all shifts from one employee to another employee, right-click the name of the current employee, select Assign To, and then select the new employee.

8. To edit a shift:

   • Drag the cursor to adjust the start time or end time.

   • Right-click the shift, and then click Edit.