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Scheduling

Build and publish a schedule

Set up the shifts a department works once, then build schedules from them.

Part of Scheduling, on every paid plan.

Watch it in Worktrim. Open as an animated GIF to share it.

Steps

  1. First time only: open Manage shifts for the department and add the shifts it works (for example Morning, 7:00 to 15:00).
  2. Optional: add positions (Manage positions) if you want to say what someone does on a shift.
  3. Open Create new schedules, choose the department and put people on shifts.
  4. To change or publish a schedule that already exists, use Manage existing schedules.
  5. A shift left without a person shows as unfilled in Scheduling analytics until someone is on it.
Create schedules form: who is working, which shift, which position and which days, with a running summary
The screen in Worktrim.

Open it in Worktrim

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Create new schedules Manage existing schedules Manage shifts
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