Publish a Schedule

Publishing your schedule is the final step in ensuring that your team stays informed and organized. Once you have created and finalized your schedule, you have three options for publishing:

• Notify everyone on the schedule
• Download the schedule
• Choose to share the schedule later

Published schedules will be displayed on the Overview page, where you can quickly se who is scheduled for each day. For a comprehensive guide on the scheduling process, check out our Guide to Scheduling.

Notes:

• Administrators will be able to view and edit all saved schedules in the account, including schedules Supervisors have created, published, or are currently working on.
• Supervisors will only be able to view and edit drafted schedules they themselves have created. They will not be able to view draft schedules that an administrator or another supervisor created if not yet published. 

 

To publish a created schedule:

1. Click Scheduling at the top of your account.

2. Click the Schedules sub-tab on the left side of the screen.

   
   
    

3. Select the schedule you would like to publish from the navigation panel on the left by clicking the arrow icon.
4. Click Publish on the top right of the page. 

5. If there are unfilled slots in any of the shifts, you will receive a warning. You may either cancel and fill the slots or choose to Publish anyway.

   
   
    

6. If all shifts are complete, you will receive a notification that everything looks correct. Click Publish.

7. From the confirmation window, you may choose to Download the Schedule as a PDF document, Notify Everyone on Schedule to automatically send this to the employees via email, or Share Later to view/download the schedule at a later time.

   

Notify Everyone on the Schedule

Quickly and easily send your published schedule to every member on it, by selecting the Notify Everyone on Schedule option. The system will automatically use the email addresses on file. Any employees on the schedule who do not have email addresses on their profile will show on the Add Missing Email Addresses screen to quickly enter any necessary emails in one place. Once all email addresses are entered, click Send Notifications to immediately email your published schedule.

Be sure the schedule is complete before sending emails, as once the emails are sent they cannot be recalled.

Download the Schedule

Click the Download Schedule (PDF) option to download a PDF of your schedule. The schedule will be organized by position and day of the week. Shifts with no assigned employees will not display on the schedule. 

Share Later

The Share Later option will redirect you to the Scheduling Overview page where you can view your daily schedule at a glace.