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Resources / Tasks & Workforce · 7:48 · English

Video recap

Create and repeat shifts, compare scheduled and actual hours, and manage overtime and absence approvals.

Enable and schedule team members

Enable shifts on a member’s profile to include them in Schedule. Create a shift, change its hours or move it by dragging, and use departments to organize the people shown.

Choose a view and repeat a week

Switch between daily, weekly, fortnightly and monthly views, or filter by department or person. Repeat a week for selected people and future weeks instead of creating the same shifts again.

Scheduled hours and actual work

Compare scheduled hours with the time recorded when team members clock in and out from the mobile app. Use Approvals to review changes and overtime, then approve or reject them.

Absence requests and approvals

Submit an absence with a reason and date range. Review the request in Approvals and see it on the schedule; an approved full-day absence prevents adding a conflicting shift.

Daily shift history

Use Shifts to review a worker’s day and completed tasks. The financial section is reserved for another walkthrough.