TAS Guide: How to use the Weekly Scheduler

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How to Use the Weekly Scheduler

A weekly view of the employee’s schedule. You can edit/change a schedule using this feature as well.

How to Add/Edit a Shift

  • Click on the employee tab
  • Click on “Scheduling”

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  • Click on the day/s you want to change/edit.

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  • Under “Actions” click on “Customize Schedule”

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  • The Shift can be selected in case employee will work on a pre-defined shift. If employee will work on a unique schedule, Select the “Custom” under Shift and set the start and end of shift.

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*Use a 24-hour time table upon adding shifts

  • Click Save + Notify once done.

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  • The shift will be added/updated once Saved

How to Set day/s as Paid/Unpaid Day Off

  • Go to the Scheduling Page

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  • Select the date/s you want to tag as Paid/Unpaid day off

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  • Under “Actions” click on “Paid Day Off” or “Unpaid Day Off”

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  • Once clicked, you’ll be notified of the changes and notice that the days you selected are now tagged as Paid/Unpaid Day Off

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How to Add the Recurring Schedule of on Employee to Work on a Holiday

  • Go to Scheduling Page

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  • Select the Holiday dates you want to add a schedule for your employee

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  • Under Actions, click “Work this Holiday”

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  • Once clicked, you’ll be notified of the changes and notice that the recurring schedule of the employee will be added on the Holiday

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How to Reset the days to Default

  • Go to Scheduling Page

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  • Click the dates you want to reset to default

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  • Under Actions, click “Reset to Defaults”

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  • Once clicked, you’ll be notified of the changes and notice that the dates you selected are back to the default set up

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And that’s how to use the Weekly Scheduler

Next Step: Setting Up Thresholds

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