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!
