ShiftForce Scheduler Setup Guide

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