Everything You Need to Know about Schedules

To assign employees to a schedule effectively, it's essential to understand how scheduling works in our system. This guide will help you understand the three key scheduling methods available and how to get started.

🧱 Step 1: Create a Master Schedule

Before assigning any schedule to employees, you must first create a Master Schedule.

Think of the Master Schedule as the central pool of all possible shifts. It defines the available working hours, shift types, roles, or time slots that employees can be assigned to.

🔑 Why Master Schedule?
It acts as the foundation. Without this, there's nothing to assign.

👥 Step 2: Assign Schedules to Employees

There are three assignment methods depending on your team's needs:

1. Dynamic Assignments (No Pattern)

Use this method if employees have changing or irregular schedules.

• Assign based on specific employee(s) and date(s)
• Choose between:
  • Single assignment – manually assign one schedule at a time
  • Bulk assignment – assign multiple schedules at once to save time

💡 Best for teams with rotating shifts, freelancers, or last-minute planning

2. Pattern-Based Assignments (Recurring)

For employees who work on a consistent schedule, you can define a recurring pattern.

• Create a schedule pattern (e.g., Mon-Wed-Fri 9 AM–5 PM)
• Choose a cycle (e.g., weekly, biweekly)
• The system will automatically generate schedules based on this pattern
• Assign the pattern to employees from the employee profile

⏱ Saves time for stable roles like front-desk, security, or operational staff

3. Combination of Both

You can also mix both methods.

For example:

• You’ve assigned a pattern to an employee, but
• Due to an event or urgent task, you need to:
  • Add extra shifts
  • Change a shift on a specific date
  • Switch to another master schedule

The system allows overrides or additional assignments to adapt to unexpected situations.

🔧 Ideal for roles that have a base schedule with occasional changes

✅ Summary

📝 Tips

• Always make sure your Master Schedule is up to date before assigning.
• Use bulk tools to save time when assigning for multiple employees.
• For audits or corrections, you can always adjust individual days even if a pattern is applied.