Set up and publish a roster
Create and modify sessions/shifts
- Introduction to sessions and shifts
- Create a session
- Create a shift
- Assign existing sessions to a shift
- Modify sessions and shifts with right-click actions
- Modify workers
Manage changes on the live schedule
- Record when a worker calls in sick and find a replacement (before session/shift starts)
- Cancel a rostered session (client or worker cancels)
- Send and review offers from the live schedule
- Manage worker leave requests
- Record attendance for a group appointment
- Complete a session/shift on desktop on behalf of a mobile user
Manage rosters
- Saving and managing calendar filters
- View an existing base roster
- Clone a base roster
- Manage draft base rosters
- View an existing roster period
- Associate workers with a base roster or roster period