View and Edit Schedules

Modified on Thu, 4 May, 2023 at 3:40 PM

Employee schedules can be viewed from multiple screens in the system by both employees and managers.

Employee View

Employees typically view their schedules from the My Schedule screen but might also be able to see their schedule information on their timesheet or within their dashboard, if configured.

Mobile view of My Schedule screen

Manager View

Managers can also view employee schedules from multiple screens, including the employee record or the Schedule dashboard widget, if configured. Timesheets and Team Schedule Views are still the most used screens for schedules.

Schedule displayed on timesheet

Weekly Schedule View

Schedules may require occasional adjustments to meet business needs. There are several ways to make these modifications.

Edit Schedule from Timesheet

Since managers are frequently in employee timesheets, it often makes sense to adjust the schedule from here.

From the timesheet, select the blue shift in the Schedule column to open shift details and make desired changes. Available changes include selecting from prebuilt daily rules or even creating a new "on the fly" shift.

On The Fly shifts are shift rules that are created on the spot to meet a temporary need. The process for creating an On The Fly shift is like creating a Daily Rule. Shift type availability is dependent on your company configuration.

Edit Schedule from Schedule View

When making schedule changes for an individual employee on a single day, editing from the timesheet might be easiest. Temporary schedule changes for multiple employees or for multiple days are best completed from the Team Schedule View screens, such as the Daily Schedule or Weekly Schedule.

Navigation: Team > Schedule > Team Schedule View > Weekly/Daily Schedule > Weekly Schedule

Edit Shift by Shift

Click any shift to display and modify shift details.

Edit shift in weekly schedule

Replace Multiple Schedules

You may replace multiple shifts for multiple employees at once by selecting the desired employee(s) and selecting Replace Schedules.

Replace schedules

Add Schedules

You can add schedules to the currently generated schedule entries. This can be done for a single employee or for multiple employees at once.

Add schedules

Remember that the above scenarios are best for short-term schedule changes. Permanent or long-term schedule changes might be better achieved through assigning a new work schedule profile and generating schedules.