To schedule staff, you need to add employees to shifts.

  • Click the tab ShiftPlanning
  • Navigate to the shift in any of the calendar views.
  • Click on the shift to open the Shift Edit Screen.
  • On the Shift Edit Screen, click the names of the employees who will work for that shift.
  • The Employee's list will clearly show who is Available, Overbooked or on Overtime.
  • Within the Shift Edit Screen, you can also add a new employee by simply clicking on the option 'New Employee' at the bottom of the employee's list.
  • When you have finished choosing your employees click the 'Save & Close' button on the bottom right to save your changes.


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