Get Started with the Schedule Feature

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1. Understanding the Feature

The schedule feature allows for easy management of employee work schedules.

Employees: Easily request work schedules, leave, and overtime.Leaders/AdminsView employee schedules at a glance and approve/deny changes.

You can create templates optimized for your company’s rotating shifts to simplify schedule management (e.g., open shift, close shift, middle shift, leave, etc.).

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2. Getting Started

Editing Schedules (Leaders/Admins)

Leaders and administrators can edit the schedules of their assigned employees via the dashboard or app.

• Register Schedule Templates
• Edit Schedules

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Requesting Schedule Changes (Employees)

Employees cannot directly edit their schedules and must request changes via the app.

• Request Schedule Changes

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Approving Schedule Changes (Leaders/Admins)

Leaders and administrators can approve or deny schedule change requests via the dashboard or app.

• Approve Schedule Changes

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Batch Schedule Registration

For multiple employees, use the batch registration feature. Download the schedule template, fill it out, and upload it to register schedules in bulk.

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3. Registering Default Work Schedules

You can register default work schedules in the employee information section (Manage members > Details Popup). Based on this, the system automatically generates schedules through the end of the next month.

• Real-time Generation: When entering or modifying default work schedules, schedules are generated instantly through the end of the next month.
• Daily Generation: Every midnight, schedules are automatically generated through the end of the next month.

Exclusions from Automatic Schedule Generation:

• Dates when employees have already requested and received approval for schedules.
• Dates when leaders or administrators have already assigned schedules.

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