ShiftForce Scheduler Setup Guide

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ShiftForce Scheduler Setup Guide

To create employee schedules quickly, efficiently, and accurately, the ShiftForce Scheduler is here to help! It will do all the heavy lifting for you. Here's how to get started.


Initial Steps:

Element 1: Add Positions

Settings > Locations > Select Location > Edit > More Actions > Positions > Add Position

Settings > Schedule > More Actions > Positions > Add Position


Element 2: Add Roles

Settings > Company > Access Roles > Add


Element 3: Add Employees

Settings > Staff > Add New


Element 4: Manager Updating Employee Availability and Time Off Requests

Settings > Locations > Find Location > Staff > Select Employee > Edit


Element 5: Manager Approving Employee Requests

Requests > View Requests > Approve/Decline


Element 6: How to Update Schedule Settings

Scheduler > Settings


Element 7: How to Add Time Periods and Shifts

Settings > Schedules > More Actions > Time Periods



Create Your ShiftForce Schedule

Scheduler > Drag & Drop Elements




If at any point you have questions or need assistance, we're here to help!

ShiftForce Support