Creating Schedules

  1. In Reporting and Analytics, click the side navigation menu, click Labor Management, click Scheduling - Schedule, 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.