Balancing the Schedule

Navigate to the Manager Schedule page

Ensure that the status of your Schedule says “Self Schedule Period” closed

Use the filters of All, Day, and Night to configure your schedule

We recommend viewing the total # of staff and their targets. Here’s how:

Click the Total # of Staff toggle

Filter for the position of interest - it will show you the current staffing levels of that position in the numerator, and targetted number of staff working that day (staffing targets)

You can also apply additional filters after you click on the Total # of Staff toggle

Additionally, you can view the total # of hours, weekends, and on-calls under each of the staff’s name under the Manager Schedule

You can also click on the Filters button to filter by position, skillset, or other characteristics.

The percentage beside each of the staff’s name indicates the Fairness score - how closely balanced the schedule is to what the staff member originally requested when they self-scheduled

We also recommend using the keyboard shortcuts to add, cut, copy, paste, and delete shifts, and navigating the scheduling period using the arrow keys.

Additionally, you can view the schedule in a compact way by clicking into the three dots, and then Compact View

When you are finished balancing the schedule, click into the three dots, and then click Post Schedule. Staff members will be notified of their shift assignments via a text message.