The scheduling window is divided into the following areas: History, Published, Draft.
The scheduling window timeline:
- History: This area displays past time periods that are unchangeable. You can review past shifts, if any exist.
- Published: Upcoming time periods that have been published and distributed to employees, while still allowing modifications to these shifts.
- Draft: This area encompasses upcoming time periods following the published ones. In this area you can freely make changes.
Functionality
In the upper right corner of the screen, you will find buttons. The available buttons and actions you can perform.
- Create a Shift – To manually create a new shift.
- Create from Template – Create shifts based on templates you have already defined.
- Schedule – Automatic assignment of shifts to suitable employees, using an artificial intelligence (AI) algorithm.
- Publish – To finalize a schedule and distribute it to employees.
- Three dots Extra actions: Copy, Unassign, Delete, Restore, Shift Types, Spot Order , Export
Three dots – Additional actions
From the three dots menu, you have access to advanced shift management functions:
Copy
Allows bulk copying of shifts, with the option to choose:
- Time interval
- Specific spots
- Copying with or without assigned employees
- Inclusion of employees defined by templates
Unassign
Removes employee assignments for a selected time period.
You can choose:
- Specific spots
- Specific employees
Delete
Enables bulk deletion of shifts within the selected time period.
Includes options for:
- Specific spots
- Specific employees
Restore
Restores the schedule to its last published version if the result of recent rescheduling is unsatisfactory.
For shifts that were added but not yet published, you can choose whether to keep or remove assignments.
Shift Types
Create custom labels for shifts (e.g., night, holiday, or special purpose).
They are mainly used in customized rules, for example to ensure an even distribution of different shift types.
Spot Order
Changes the display order of work spots in the scheduling grid.
During editing, a list of all spots appears. You can move them with drag & drop. Click Save to apply the changes.
Export
Exports the list of shifts currently in view to an Excel file for editing or archiving.
