The schedule is where you manage your team day to day.

This is where you:

• See who is working
• Make changes
• Fix gaps
• Respond to real world issues

If shift templates are the plan, the schedule is the reality.

What is the schedule?

The schedule shows your live plan for a selected day or week.

It is based on your shift template, but allows you to:

• Adjust shifts
• Handle absence
• Make quick changes

This is where most of your time will be spent.

How the schedule is structured

The schedule is built in a grid.

• Employees are listed down the left
• Time runs across the top
• Skills fill the schedule as coloured blocks

Each block shows what an employee is doing at that time.

How to read the schedule

At a glance, you can see:

• Who is working
• What they are doing
• Where they are working
• Where gaps may exist

Use colour and layout to quickly scan the day.

Set work location

Next to each employee's name, you will see a work location icon.

Click this to switch between:

• Home
• Office
• Other options if configured

This is the fastest way to update where someone is working.

Make quick changes

The schedule uses the same paint style interaction as shift templates.

You can:

• Select a skill
• Drag across time blocks
• Apply changes instantly

This is how you:

• Add shifts
• Change skills
• Remove time blocks

View by skill

You can switch your view to Employees by skill.

This shows:

• Which employees are assigned to each skill
• Where coverage is strong or weak

Use this when checking staffing levels.

Switch between days and weeks

Use:

• Date selector to move between days
• Week view to see a full week

This helps you plan ahead and spot issues early.

Understand schedule vs shift template

It is important to know the difference.

Shift template

• Your base plan
• Long term or repeating
• Built in advance

Schedule

• Your live view
• Handles daily changes
• Adjusted in real time

When to use the schedule

Use the schedule for:

• Daily adjustments
• Short-term changes
• Handling absence
• Fixing gaps

If something keeps repeating, fix it in the shift template instead.

Important to know

• Changes here affect the live schedule
• They do not change the underlying shift template
• You can override most settings if needed

Use this flexibility carefully.

Common mistakes

1. Fixing long term issues here. Leads to repeated manual work every week.
2. Ignoring staffing gaps. Always check coverage after changes.
3. Overcomplicating small changes. Keep fixes simple and quick.

Best practice

• Use the schedule for quick fixes
• Keep changes simple
• Check coverage after edits
• Update shift templates for recurring issues

What next

👉 Make Schedule Changes

Learn how to update shifts, handle absence, and manage your day properly.