The objective of this tutorial is to help you understand how to publish a schedule to make it go live to everyone.
Access from your: iOS device
Applies to: Admin/Managers, Supervisors and Schedulers
The idea of publishing schedules is that some managers want the ability to make changes to the schedule without their staff seeing these changes right away. Once the manager is ready he/she can then publish and the changes go live to everyone.
Things to know before you begin:
- You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
- You can use the filters to set the filters and narrow down the view of the shifts.
- You must enable 'Use the Draft/Publish schedule method' option under the Settings module to use the publish option.
For more information about activating publish schedule method, go to ‘ShiftPlanning Settings.'
The scenario outlined in this tutorial consists of the following building blocks:
- Publish All Schedule At Once
- Publish A Shift
- Republish Schedule
Publish All Schedule At Once
Step 1: Tap the 'ShiftPlanning' tab > Tap 'Publish' tab under 'All' view as shown in Image 1.
Publish A Shift
If a shift is not published, you will view the publish tab after you tap on the shift:
Step 1: Tap on the shift you are interested in to publish > Tap 'Publish' tab > Select the publish options > Tap 'Publish & Notify' tab as shown in Image 2.
If you want to change the option for notifying employees or everyone. You must edit the shift and update the publish option:
Step 1: Tap on the shift you are interested in to modify the publish option > Tap 'Edit' tab > Tap 'Publish' tab as shown in Image 3.
Once you publish a schedule, any posterior changes made to those same shifts will show to staff immediately without republishing it. The Republish feature is only to notify staff via email of the changes.
If you have any further queries, please don't hesitate to reach us at firstname.lastname@example.org. Happy Scheduling!