Schedule

How to make a Schedule

How to make a schedule:

1. Click on Shift  in the menu on the left.
   
   
   Here you can see an overview of your employees or of the groups you have created.
   
2. To assign a shift to an employee, press under the desired day next to the employee of your choice. It should be marked with blue and a plus
   
3. You can now specify the start and end of the shift, which group the employee is in (kitchen, dishwasher, waiter etc) and any breaks during the shift. Finish with create.
   
4. Once you have created the shift, it will be added to your schedule and will look like this:
   

If an available shift is to be created, you can either select "Available Shift" in the schedule or select "Available Shift" in the employee box during creation of a shift.

How to create templates:

Templates can be used to save a draft of a schedule so that an entire schedule for a week can be entered with very few clicks. It is useful if, for example, you have employees who have fixed days they work.

1. Under the schedule, on the right side you can see "Templates"
2. When you have created the schedule that you would like to reuse, simply press "Templates" followed by "Save as template"
   
3. You can now name your template whatever is convenient for you.
   
4. To use your new template, you select the given week you want to apply it to in the middle of the screen.
   
5. If you navigate to "Templates" again, you now have the option to "Insert template" where you can choose your new template.
   
6. Choose your template and finish with insert. Your template is now applied and inserted in the new week and you have saved a lot of time!

How to create drafts

You can use drafts to create a provisional schedule without your employees being informed about it. You can correct them at any time if unforeseen challenges should arise.

1. On the Schedule page, there is a field on the right-hand side called "Tools". By clicking on this, you will be given the option to select "Create new draft"
   
2. When you choose "Create new draft", you get the option to name it, for example "Next week" or similar.
3. After creating your draft, you will be in the draft view. This means that all the additions and changes you make to your schedule do not take effect when you edit them. 
4. If you have finished your draft, but do not want to publish the schedule yet, simply press "Exit draft view" in the top right corner. 
   
5. If there are changes and you need to change your draft again. Then you press "Tools" again and this time press "Choose draft" Once you have selected the desired draft, you again have the option to correct it.
6. When you feel your draft is ready to be published, you simply press "Release draft" in the top right corner, only here is the schedule published and visible to your employees.
   

Congratulations! You now know how to create a schedule and use related functions! 🎉