Support & Tutorials

Using Teams in the Scheduler

The scheduler has the option of seeing your workforce grouped in teams.

See how to create Teams here

Viewing Your Teams

To view your workforce in teams:-

  • Navigate to the Scheduler Tab
  • click on the “View” options t
  • Select “View By Team Member”
  • Select “Group Users By Team”

Your workforce now appears grouped in the appropriate team.

You can collapse each team to see a streamlined view of your workforce. Or choose Collapse All to see all your teams together.

You can assign shifts to your entire team in one go.

Assigning Shifts to Teams

Once you have set up your workforce into teams, you can assign shifts to an entire team in one go, or assign a full shift rota.

  • Choose the option Collapse All on the right
  • Your teams now appear without the members
  • Click on a day to add a shift type or click on + in the top right to choose the “Quick Add” option

Shifts you assign to a team are automatically assigned to all the members of that team

To find out more about adding shifts to the Scheduler click here

Account Setup

Configure your account & comapny setup

Set up your account tutorial

Setup your Team

Build your team & link to myshiftplanner

Link your team to the #shiftwork app

Build your team schedule

Schedule your team with easy shift templates

Building shift rotas and creating a pattern

Shift Swapping

Introduction to Shift Swapping

How to manage team shift swaps

Reporting Features

Work Time Reporting features

Configure your reporting facilities


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