Getting Started•8 min read

Creating Your First Schedule

Learn how to create a complete employee schedule from scratch, including setting up shifts, assigning staff, and publishing to your team.

Before You Start

Make sure you have:

Understanding the Schedule View

Before creating your schedule, let's familiarize you with the schedule interface:

Overview of the schedule view interface

📅 Schedule Header

Set the title, start date, and end date for your schedule

⭐ Frequent Shifts

Drag commonly used shifts onto the grid to quickly add them

👥 Employee Grid

Shows employees by rank with days across and hours totals

📊 Statistics Footer

View total shifts, employees, days, and hours at a glance

Step-by-Step Guide

Step 1: Navigate to Schedules

From your dashboard, click "Schedules"in the main navigation. You'll see a list of your schedules.

Navigating to the Schedules section

Step 2: Create Schedule

Click Create Schedule button and the new schedule screen will open. Use the date picker in the toolbar to select the week you want to schedule.

💡 Tip: Schedule at least one week in advance to give employees time to plan their personal commitments.

Step 3: Create Shifts

There are two ways to create shifts:

Option A: Click and Drag

  1. 1. Click on a shift from the Frequent Shifts panel
  2. 2. Drag to an available day
  3. 3. Release to create the shift

Option B: Click Add Shift

  1. 1. Click any cell in the grid
  2. 2. Set start time, end time, and details
  3. 3. Click "Add"

Step 4: Configure Shift Details

When creating or editing a shift, you can set:

TimeStart and end times (e.g., 9:00 AM - 5:00 PM)
PositionRole required (e.g., Server, Cook, Cashier)

Step 5: Publish the Schedule

When you're satisfied with the schedule, it's time to publish:

  1. 1Click the "Publish Schedule" button at the bottom of the screen

What Happens After Publishing?

  • All assigned employees receive notifications via their preferred method
  • The schedule appears in each employee's mobile app and dashboard
  • Shifts are automatically added to employees' personal calendars (if synced)
  • Shift swap requests can begin (if enabled)

Pro Tips

💡

Use Templates

If your schedule is similar week to week, save it as a template for future use.

💡

Collect Availability First

Have employees set their availability before you create the schedule to avoid conflicts.

💡

Schedule in Batches

Create the entire week's worth of shifts before assigning employees for better optimization.

What's Next?

📋Save schedules as reusable templates
✨Master AI-powered scheduling
📱Access schedules on mobile

Need help creating your first schedule?

Contact Support