A short tutorial (video transcript) showing how to create and manage employee shifts using a scheduler: selecting dates, assigning employees, setting times, creating one-time or recurring shifts, choosing recurrence end dates and weekdays, adding comments, saving as draft or publishing, and applying edits to a single shift or all future shifts.
Hi, Today I'm going to show you how to create shift for employees. Click on employees go to Settings Schedule. In the scheduler, select the date you're looking for by click on calendar. Select the day for example on the first main, click on the screen and drag it. So on the pop up screen, select an employee, select the time, select the caller to show up on the scheduler. So here if you create and publish right now it will be one time shift for employee for May 1st. If you want a recurring shift for the further dates, click on repeat. So we need recurring shift so we can select recurrence so we can select the end date, so we can select June 30, so select the days or employee works. So you can put command if you want. So you can create and publish right away or you can just create and draft. So we click on create and draft. So once you create a draft it will look not straight line, but it will have this kind of lines. So once you want to publish it for real, you can click on it and you can and save all for further shift or only for this shift so you can edit it. So we we want to save for all the future shift.
