Create New Schedules

Two Ways to Create a New Schedule

Once you have entered your first schedule, it is easy to create new schedules using the Import function. Import any previous week "as is" by choosing a date or Import a saved template by choosing a template name.

You can Import, clearing the help assignments (and then use AutoFill to get the best assignments for the new week based on helper help time preferences), or you can Import and leave the assignments the same.


DIFFERENT assignments
each week
based on preferences

HELP TIME PREFERENCES are used for automatically creating shift assignments based on when helpers are available and prefer to help:

  1. Navigate to the new week 
  2. Import the previous week's schedule or saved template (clearing the help assignments) 
  3. AutoFill to get the best assignments based on helper help time preferences, approved time off and any other constraints you have set
  4. Publish the schedule to automatically email it to helpers and make it available to them online, and allow them to trade shifts if you have set that on your Settings>Helper Permissions page


CONSISTENT assignments
each week

OR if you prefer to create your schedules BASED ON KEEPING THE SAME ASSIGNMENTS EACH WEEK you can do the following instead:

  1. Navigate to the new week
  2. Import the previous week's schedule leaving the assignments (if an assignment conflicts with granted time off it will be set to unassigned) or you can Import a saved Template which could contain all your basic shifts with some or all of the shifts assigned.
  3. AutoFill to assign any open shifts if needed, or you can always click a shift and see a list of who is available and you can choose a helper and click Save 
  4. (Optional) - ANALYZE Shifts to see how the assignments compare to helper help time preferences and other constraints such as maximum hours/shift per day/week and make any adjustments to the shifts as needed.
  5. Publish the schedule to email it to helpers and make it available to them online and allow them to trade shifts if you have set that on your Settings>Helper Permissions page

Note that for AutoFill to work properly, you will need to review the AutoFill Maximums on the Helper List Grid and make any necessary changes in their max hours/shifts per day/week. The default is set to 40 hours and you will want to be sure your shift durations are correct and reflect any break times.

The ANALYZE function can be used on current or future weeks to check how the shift assignments compare to the current help time preferences, so you can use the second approach above of keeping the assignments intact and then use Analyze to check for any conflicts.