How to create schedules

We have made it very easy for you to make a shift plan, and in this article, you will be taken through how to do it step-by-step.

 

With Frontliners, you can quickly create a shift schedule for an entire month. -If an employee has the same shift several times, you only need to create the shift once and choose to copy it.

Here's how you do it:

  1. Select 'Scheduling' in the menu on the left.
  2. Select the day menu (three dots) and choose the "Edit" icon on the day you want to start adding shifts.
  3. Fill in the role, time period, and employee. To insert a pause or comment on the watch, click on the setting icon. NOTE: The system will only show you, employees, who have that role and who are assigned to the place you have chosen.
  4. Click 'Close'.
Hints
  • Once you have created the first shift, you can often save time by duplicating the shift and simply changing what needs to be changed on the next shift.
  • Once you have made all the shifts in one day, then you can copy the day and paste it on all the other days.
  • Once you have made all the shifts in one week, you can copy the whole week, scroll on to the next week and paste them.
  • You can also save one or more weeks and "roll" it out on all the weeks you want.
  • Remember to publish the shift schedule when you are ready for the employees to be able to see it.
What if
  • If you need to change in a shift, eg the time period el. similar, then simply click on the guard, select "Edit", make the change, and click 'save'.
  • If you want to delete a shift, simply click on the shift and click 'Delete'.
If you can not find the desired employee under the list, check the following
  • Have you chosen the right role on the shift?
  • Is the employee assigned the correct role under 'Manage employees'.
  • Is the employee assigned to the correct location under 'Manage staff'.

Here's a video showing how to do scheduling in Frontliners