Manage Workforce Schedules

Manage the workforce schedules for the staffing departments you support using the My Client Groups > Workforce Schedules quick action. For example, view a schedule and any associated notes, add open shifts, assign shifts, publish future schedules, and unpublish schedules.

On the schedule page, you can see the shifts organized by job or worker, for the day, week, or 2 weeks. And you can view critical information when you hover your mouse over a shift. You can also right-click and select shift details to open the shift details drawer.

Open the coverage variance drawer below the schedule to identify by day and interval if you’re appropriately staffed, overstaffed, or understaffed. And use the More Actions > Validate Schedule option to make sure that the schedule correctly follows the scheduling rules for the corresponding schedule generation profile. Validation also makes sure that scheduled shifts match with worker FTE and work patterns.

During self-scheduling windows, you’re limited in what you can do with shifts. For example, you can’t publish the schedule during this window or change worker-claimed shifts.

Note: The workforce schedules you can access depend on the staffing departments for schedule generation profiles with you as a scheduler, and your area of responsibility.