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Interactive Tutorials

Guided tutorials that walk you through each step of a particular feature with detailed descriptions and prompts.
7 articles

Availabilities & Shift Preferences (Grid View)

If you have users that need to provide you their availabilities (part-timers are a common example), they can use our availability collection feature (aka "My Preferences") to submit those availabilities each calendar period. Their supervisor(s) will then be able to see these selections and...

Calendar Tab/Grid

Gives you a brief overview of the calendar/grid, and its general layout. ZOOM IN/OUT YOUR BROWSER WINDOW IF THE TUTORIAL IS TOO SMALL/BIG Begin the Tutorial

Column Highlights/Daily Notes/Blocking Time Off

You can leave notes and highlights on specific dates on the grid if you, for example, wish to indicate a holiday, routine inspections, etc. ZOOM IN/OUT YOUR BROWSER WINDOW IF THE TUTORIAL IS TOO SMALL/BIG Begin the Tutorial

Extra Shifts/Message Blasts

This tutorial will walk you through how to offer up extra shifts to the dept. Let's say you have a carnival coming up this weekend and you need to 2 officers to work it; This tutorial will show you how to offer up those shifts, and also send out email/text blasts to people to notify them of t...

Permanent Shifts

If you have someone that follows some sort of repeatable pattern for their schedule, you can use the Permanent Shift feature to auto-schedule them for as far into the future as you'd like. ZOOM IN/OUT YOUR BROWSER WINDOW IF THE TUTORIAL IS TOO SMALL/BIG Begin the Tutorial

Shift-Edit (Right-Click) Tooltip

As a supervisor or admin, you'll quickly become familiar with the "tooltip" on the grid. This tooltip allows you to get a detailed breakdown of the day for that person, make detailed edits to their shifts (OT, time off, beats, etc.). You can also remove future shifts this way, and leave not...

Submitting Time-Off Requests

If you need to request time off, you can do so right from the calendar/grid by right-clicking on the day in question on your schedule. ZOOM IN/OUT YOUR BROWSER WINDOW IF THE TUTORIAL IS TOO SMALL/BIG Begin the Tutorial