Setup Steps

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Sign In Welcome Wizard Enter Jobs & Employees Basic Information	–	Multiple Locations or Departments?
	–	Overview of Scheduling
	–	Positions: Add \| Edit
	–	Employees: Add \| Upload \| Edit
	–	Grid showing Employees & Positions

Schedules Setup Enter a currently assigned schedule week	–	Initial Set of Shifts: Add \| Upload \| Edit \| Delete
	–	By Employee Schedule View – Drag/Drop Shifts
	–	Try Categories for adding similar shifts
	–	Ways to View Schedules – 12 Customizable Formats
	–	Save Your Initial Week as Template

	–	Import and AutoFill unassigned shifts
Automatic Scheduling Import & AutoFill	–	Default AutoFill maximums 40 hr/week 1 shift/day 14 hrs/day
	–	Work Time Preferences can be used
	–	Time off, when approved, can automatically update the schedule
	–	ANALYZE Shifts for Conflicts
	–	Open Scheduling – Let Employees Choose Shifts

Sharing Schedules Publishing	–	Setting Employee Permissions
	–	Entering Employee Email / Text Addresses & Notifications
	–	Employee Access
	–	Send Employees Sign In Instructions
	–	Publishing a Schedule Week
	–	Track who has seen their schedule or been notified
	–	Easy Changes after Publishing – Find Replacements
	–	Printing Schedules
	–	Share Schedules with Third Parties

Communicate & Delegate	–	Ways to Communicate
	–	My Notifications
	–	Employee Notifications
	–	Add Other Scheduling Managers
	–	Run Reports

getting started, overview, setup, tutorial