There are a number of views you can use to set up work schedules. Once the schedules are set up, employees will be able to view their schedules in the smartphone app. Also, if they miss a scheduled punch in or punch out time, managers will get an email alert.
By Individual Employee:
Select an individual employee in the Employees tab and select Open Control Panel.
In the Control Panel, select the Schedule tab.
Click on any day in the calendar to launch the Job Scheduling window. Fill in the details for job, task, and shift times. You can also set up recurring shifts.
Click on the Customer:Job tab and select Open Control Panel.
Click on the Job Calendar tab.
Select any day on the calendar to launch the Employee Scheduling window. Fill in jobs, tasks, regular and recurring shifts.
By Employee Master Schedule:
Click on the Scheduling tab (near the bottom of the menu options). In the Employee Calendar section, you can drag and drop Customer:Jobs into the Job Calendar or click Add Event to set up shifts. Total scheduled hours for the selected work week are displayed next to employee names.
By Customer:Job Master Schedule:
Click on the Scheduling tab. In the Job Calendar section, you can select a Customer:Job, then drag and drop employees into the calendar. Click on Add Event to set up shifts.
If you have specific jobs or positions that require staffing at the job site, you can assign tasks to the Customer:Job. This is useful to ensure all positions are filled within your schedule. To enable this feature, click on the gear icon in the upper right corner of your dashboard and select Account Settings. Set Assign Customer Tasks to Manual.
If you haven’t done so already, you can create tasks, services and positions in the Task or Service tab.
Click on the Assign Customer Tasks tab and check off the appropriate tasks to assign to each Customers:Job.