Creating and Managing Schedules

From your

Applies to ,

Overview

You might want to set up multiple schedules if your business operates out of different physical locations/regions or you want to build separate schedules for different teams/departments.

Creating schedules

  1. Near the top-right corner of the page, hover your pointer over Gear menu, then click Schedules.
  2. Click Add Schedule.
  3. Add a Name for the schedule.
  4. Configure the remaining schedule settings as necessary:Add Schedule menu
    1. To add a guideline for the maximum scheduled hours at this schedule per week, enter the number of hours in Max Hours / Week.
      This value is intended for comparison purposes–When I Work doesn’t prevent you from scheduling more hours.
    2. Enter the schedule’s Address if it has a street address.
    3. If the map visualization doesn’t match the physical address, select Use Custom Coordinates to add latitude and longitude coordinates. See Latitude/Longitude Geoschedule for more information.
    4. If you’re using Time Clock & Attendance and you want to allow employees to clock in from their work computers, set the IP Address. See our article on clocking in from a work computer for more information.
  5. Click Add Schedule.

Associating employees with schedules

Once you have created all of your schedules, the next step is to tag your employees to their appropriate schedules.

  1. Go to the Employees page.
  2. Click on an employee’s profile.
  3. Click Schedules on the left side of Edit Employee window.Edit employee's tagged schedules
  4. Use the Schedules menu to assign the employee to schedules.
  5. Click Save Employee when you’re finished.

If you want to tag multiple employees to schedules at once, check out Tagging Employees to Multiple Positions/Locations.

Switching between schedules in the Scheduler

When you’re using the Scheduler, switch between schedules using the schedule menu on the left side of the page.

Deleting a schedule

Deleting a schedule removes its past shifts, future shifts, shift templates, and job sites.

Caution

Deleting a schedule cannot be undone.

  1. Hover your pointer over Gear menu, then click Schedules.
  2. Click the schedule that you want to delete.
  3. In the Edit Schedule popup, click Delete Schedule.
  4. If you’re sure that you want to delete the schedule, click Yes, Delete Schedule.Delete schedule first confirmation
  5. Click Delete Schedule.Delete Schedule confirmation
Updated on November 16, 2017

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