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Scheduler Onboarding Guide

Learn how to add staff, schedule shifts, and edit timesheets!

StaffAny avatar
Written by StaffAny
Updated over 5 months ago

Contents of this article is applicable to the following users

Tier: GROWTH, SCALE

Platform: Mobile & Web

Access Level: Owner & Manager

Web app:

  1. Add Staff

  2. Edit Staff Details

  3. Mass Edit Staff Details

  4. Schedule

  5. Schedule Part Timers with Day Availabilities

  6. Schedule Part Timers with Shift Availabilities

  7. Scheduling Request Methods

  8. Timesheet

  9. Approve/Reject Unscheduled Shift Request

  10. Approve Leave Requests

  11. Two-tier Leave Approval

  12. Edit/Cancel Approved Leave

Mobile app:

  1. Add Staff

  2. Schedule (Shift View)

  3. Schedule (Employee View)

  4. Schedule Part Timers with Shift Availabilities

  5. Employee Acknowledges Shifts

  6. Timesheet

  7. Approve/Reject Unscheduled Shift Request

  8. Approve Leave Requests

  9. Edit/Cancel Approved Leave

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