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Shift Scheduling

Planning Ahead​

  • Plan at least a week (ideally a month) in advance. Use time off overlays so you don't schedule people who are absent.
  • Review the calendar before publishing: coverage gaps, overloaded days, and overtime (full-time).
  • Use department grouping and department filter when printing/exporting so each team gets a clear schedule.

Balancing Workload​

  • Spread shifts across the week and across employees to avoid burn-out and underuse.
  • Use Weekly view for detail when balancing a single week; use Monthly view for the bigger picture.
  • Check monthly stats (total hours, overtime) to spot overloaded people or departments.

Overtime Management​

  • Overtime applies only to full-time employees. Mark overtime on the shift when it's intended (e.g. extra hours beyond base).
  • Use monthly stats (Overtime hours) to monitor overtime and align with your pay rules.
  • Keep base hours (employment type or custom) up to date so overtime is calculated correctly.

Schedule Communication​

  • Print or export (e.g. PDF) the schedule and post or share it (email, chat) so employees know when to work.
  • Use department filter for team-specific sheets when you have multiple departments.
  • Today's Schedule (dashboard and time clock) helps with day-of awareness; use the full schedule for advance planning.

Next: Time Log Management