The objective of this tutorial is to help you understand how to create a recurring series.
The ability to set recurring shifts greatly speeds up the scheduling process. Although it is optional, you can schedule shifts once and have them repeat up to a number of years in future.
Things to know before you begin:
- You must have a manager/admin, supervisor and scheduler access privileges to view different types of recurring shifts.
- You can navigate the schedule to different dates by clicking the arrows found at top mid of the app.
Creating Recurring Series
Step 1: Click ‘ShiftPlanning’ tab from the top panel as shown in Image 1.
Step 2: Click ‘Schedule Overview’ from the left-hand side filter panel as shown in Image 2.
Step 3: To get started, create a new shift or go to your shift of interest and click to open the shift edit window as shown in Image 3.
Step 4: Click ‘Repeat Options ‘ as shown in Image 4.
Step 5: Click ‘Select Frequency’ drop-down menu and choose the frequency to create the recurring series as shown in Image 5.
Note: In this article, the custom cycle is selected to create a recurring series, however, you can select any other type/frequency according to your business requirement.
For more information about different types of recurring series, go to ‘Types of Recurring Series’
Step 6: Select ending date till you want the shift to be repeated as shown in Image 6.
Step 7: Select either ‘Shift Time Only’ or ‘With Employees’ options to create the recurring series as shown in Image 7.
- Shift Time Only: A series of empty shifts will be created so you can assign it to staff later.
- With Employees: The shift will be set to recur in the future with the current shift's staff assignment.
Step 8: Click ‘Set to Repeat!’ as shown in Image 8.
Step 9: Click ‘Save & Close’ as shown in Image 9
That’s it, a recurring series will be generated.
The assigned employee won’t be able to see the shift or be notified until you ‘Publish’ the shift individually or ‘Publish’ the schedule.
For more information about publishing the shift or schedule, go to ‘Publish Schedule.’
If you have any further queries, please don't hesitate to reach us at email@example.com. Happy Scheduling!