The ability to save schedules allows a manager to create schedules that can be finalized and shared at a later date.
While a manager can make changes to any schedule that has already been finalized, the ability to create a schedule that can be modified before it is finalized, allows a manager to review and account for potential disruptions ahead of time.
Since there is no limit to the number of saved schedules that can be created, a manager can plan ahead and then save time by simply making small adjustments before finalizing a schedule.
This help document will illustrate the process for saving and finalizing schedules.
Each time you create a schedule, you will have the option to:
Note that only finalized schedules will be included in labor metrics. Click here for more information on Reporting.
When you save a schedule, the schedule icon on your dashboard will change from to indicating that you have saved schedules.
- Select Unfinalized Schedule to view a list of saved schedules for the selected time period.
Click on any schedule, to view shift details and/or to make changes.
From here you'll have the option to Save, or to Save & Finalize, the schedule.
You will have the ability to finalize a single schedule, or multiple schedules, at one time.
To finalize a schedule:
Should you still have questions and/or need additional assistance, please don't hesitate to contact us.