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How to save a shift schedule

SUMMARY

Use this guide to save changes to a shift schedule and apply them either to the current week or as a recurring schedule.

 

WHEN TO USE THIS

  • Use this guide if:
    • You have made changes to the schedule
    • You want to apply schedule changes

PREREQUISITES

  • Before starting:
    • You have created or edited shifts

STEPS

  1. After making schedule changes, choose a save option:
    • Select Create schedule only for this week to apply changes to the current week
    • Select Start new schedule to make the schedule repeat weekly
       
  2. Confirm your selection.

    Screenshot 2024-12-19 at 10.51.07.png

 

EXPECTED RESULT

  • After completing these steps:
    • The schedule is saved
    • Changes are applied as selected
       

TROUBLESHOOTING

  • Issue: Changes not applied
    • Try: Re-save using the correct option
    • Try: Refresh the scheduler
       

STILL NEED HELP?

  • Contact Support and include:
    • Schedule details
    • Screenshot of the scheduler
       

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