Creating and managing schedules is a key part of successfully organizing shifts for your team. Whether you’re a client or a delegate user, the platform makes it easy to build and customize schedules based on your needs. Follow the steps below to get started.
Step 1: Log In and Access Your Dashboard
Begin by logging into your account. Once logged in, you’ll be taken to your dashboard.
Step 2: Navigate to the Schedules Tab
Click on the "Schedules" tab, located as the second tab on the left-hand side of your dashboard.
Step 3: Select the Desired Schedule
If the client has multiple schedules, a drop-down menu will appear, allowing you to choose the one you’d like to work on.
If only one schedule exists, it will open automatically.
Step 5: Create a New Schedule
Click on "New Schedule" to start creating a new schedule.
Step 4: Navigate Between Dates
Use the arrow buttons to move between past and future schedules as needed.
Step 6: Enter Schedule Details
Fill in all essential information, including:
Job address (if physical presence is required)
Schedule title
Job description and specifics
Time slots
Job types, etc.
Once completed, click "Save Schedule".
Adding Shift Details
To add slots/shifts, click the plus (+) sign under the "Shift Duration" section.
Specify the number of positions needed for each date by hovering and clicking on the plus (+) sign under a specific date.
Once all shifts are added, click "Save Schedule".
You can also:
Assign candidates to shifts by clicking the headcount icon
Add more positions by clicking the plus (+) sign next to the shift
You can switch between weekly view and monthly calendar view by clicking on the calendar icon at the top right side of the page.
View Of Schedule
