Support & Tutorials

Using the Scheduler

The Schedule Tab is where you set up your rotas, assign shifts to team members, or to entire teams, make changes, and publish rotas to your workforce.

Schedule Views

You can choose to view the schedule by Person or by Team.

  • By Person shows you all the members of your Workforce in one list
  • By Team groups your Workforce into the teams you have created. See Setting Up Teams [LINK Setting up Teams]

You can also choose a compact or detailed view of your team.

Or switch between different calendar periods,

  • 1 Week
  • 2 Week
  • 4 Week
  • 1 Month

Adding Shifts

You can add shifts directly to the calendar, or use the quick-add via the + button. [LINK]

Setting up rotas

Add shifts and right click to see the Copy/Paste and Range Select options. Use the clever Repeat Forward option to roll shift sequences into the future.

Edit/Assign Shifts

You can edit all the shift details, assign open shifts, and reassign shifts. As well as adding Leave/Sick and OFF days so that you can keep track of your workforce availability.

Click on the “Redo” arrow to remove anything you’ve added.

Find out how to set up shift schedules for your team. Click on the links below for more information.

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


See our full list of help tutorials

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