1️⃣ Switch teams
From Schedule > Select a team:
Select your team from the dropdown list
The schedule view updates automatically
2️⃣ Understand the toolbar
3️⃣ Customise the display
From Schedule > open Display to choose what appears in your schedule:
Schedule alerts
Absences and availabilities
Shifts from other locations
RC counter
List of unplanned employees
Extras & temporary staff only
Unassigned shifts line
4️⃣ Use the tools
From Schedule > open Tools:
Download your schedules (by week) and attendance sheets
Duplicate an entire week
Delete multiple shifts or absences
Send attendance sheets for electronic signature (available with the People plan)
5️⃣ The different views available
View | Usefulness |
Day | Hour-by-hour detail and breaks |
Employees (default) | Weekly view by employee |
Tags | Breakdown by role/task |
Month | Global view + quick addition |
Presences & Absences | Monthly detail of hours & absences |
💡 Quick tips
Tip 1: Use the Tags view to balance workload across roles.
Tip 2: Enable only the display options you need to improve readability.
Tip 3: Duplicate your typical weeks to save time.