1. You can access the "Schedule" tab on the main screen.
2. Here, you can select the Client you're looking for and choose the schedule you want to update or add shifts to.
2.1 This gives you an overview of:
- Total scheduled hours
- OT hours scheduled
- Open hours
- Open shifts
- Paid OT
- OT hours open
- OT hours + paid %
2.2 You can access different options here to look up accounts, employees, and schedules.
3. When double-clicking on an empty box. you can add a new shift for that designated employee.
4. This box will pull up providing all the information needed to add the shift.
4.1 Select the Day/Days the employee will be working.
4.2 Add "Start time" and "End time".
4.3 Select whether it will be a temporary shift or a permanent shift.
5. Once all options are selected for the certain shift. You can then save the shift.
6. This will show where the shift was applied to and who it's assigned on the left-hand side.
6.1 It should come up yellow after all information is added correctly.
6.2 If it is red it means it hasn't been assigned to an employee.
7. Here you can add an employee to the schedule by clicking the empty box on the left-hand side.
8. On the right-hand side of your screen, after clicking the box to select employees for scheduling, you’ll see all available employees for your designated workplace. These employees will be displayed in green, and you’ll be able to search through them.
9. You can toggle through weeks and years to view both current and past schedules in Staffwizard.