Schedule

Within this section you can create a Shift Plan and Requests.

Basic Settings

Top panel

Setting	Description
Workplace	Select a workplace for which you create a schedule
Period	Select a month you make this schedule for
Width	Day: Single day schedule within the chosen period Week: One week schedule within the chosen period Period: Full selected month schedule

Create a Schedule Plan

To create a shift plan, select "Shifts" from the top right dropdown menu. A proposed plan will display as a scheme of the selected width.

Schedule's Plan detail

• Coverage/Demand: Displays predicted demand data indicating how many agents were needed and whether demand was met
• Skill: Automatically displayed based on the selected workplace
• Add an employee: Located in bottom left corner. Assign employees by searching by:
• Name
• Skill

• Role

• Add a shift: Click the Plus icon in blank squares to schedule additional shifts for specific employees

Additional views:

1. Select "Shifts Trades" to display shift trade overview showing agents requesting shift swaps (approve or refuse requests)
2. Select "Table" to view shifts as a table, assigning shifts via Plus button for scheduled days

Create a Request

Select "Requests" from the dropdown menu in the top right corner and add a "New Request," or access via Dashboard.

Request's detail

• User: Select the employee this request pertains to
• Request Type: Choose a specific request type
• Shift: Select the shift for the employee request
• Date: Specify when the request becomes active
• Description: Add supporting details

After creation, the employee's name displays with the request on the chosen day.