ShiftForce Scheduler Setup Guide

Support Center


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

How to Add Positions - ShiftForce Scheduler

 

Element 2: Add Roles

Settings > Company > Access Roles > Add

How to Create and Edit Access Roles in ShiftForce

 


Element 3: Add Employees

Settings > Staff > Add New

How to Add Employees to ShiftForce (1 of 5)

 

Element 4: Manager Updating Employee Availability and Time Off Requests

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

Manager Updating Employee Availability and Time Off Requests

 


Element 5: Manager Approving Employee Requests

Requests > View Requests > Approve/Decline

Manager Approving Employee Requests

 

Element 6: How to Update Schedule Settings

Scheduler > Settings

How Managers Update Schedule Settings

 

Element 7: How to Add Time Periods and Shifts

Settings > Schedules > More Actions > Time Periods

How to Add Time Periods and Shifts

 

 

Create Your ShiftForce Schedule

Scheduler > Drag & Drop Elements

How to Create a ShiftForce Schedule

 

 

 

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

ShiftForce Support