How to Add a Schedule to an Employee?

There are 3 ways to add a schedule to an employee profile

– Used for plotting schedule in a long period of time

Choose a start date
Click on “Add a new Schedule” or if the employee has an old schedule, edit the old schedule and then choose an end date, then add a new schedule.
On the Employee Profile, click on “Schedules” on the sidebar.
Select an End date
– It’s highly recommended to leave the end date as “Do Not End” and just add a new schedule if there will be some changes.
– Adding a new schedule will automatically end the existing schedule based on the new schedule’s start date.*When adding an end date, make sure to avoid schedule overlap. Set the new schedule start date the day after the existing schedule’s end date.
Select a schedule type
- Choose a Template
  – You may select a pre-set up schedule template. You can check out how to create a scheduled template here.
- Customize Schedule.

If you want to change a schedule for just 1 day or two, this is where you can change it.

On the employee profile, click on “Shift Cal”
Click on the day that you want to change the schedule.
A pop up window should appear. Click on “New Schedule” or Click to edit the existing schedule.
You can either choose a shift or type in the new schedule.

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

Click on the employee tab
Click on “Scheduling”
Click on the day you want to change/edit.
Under “Actions” click on “Customize Schedule”
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.