How to Create/Edit/Delete/Export Schedules

Michael

Last Update 9 maanden geleden

  1. Go to Settings in the Side menu

  2. Click Miscellaneous Lists

  3. Go to Employee Settings tab

  4. Go to Schedules Tab


To Create Schedules:

  • Click on Create and fill in the fields

  • Then click Save

  • You can check “Set as default” so it becomes the default schedule


To Duplicate Schedules:

  • Right click on any of the Schedules on the list

  • Click “Copy”

  • A dialog will pop-up allowing you to modify the Schedule will keeping the data from the copied schedule

  • Click Save


To Edit Schedules:

  • Click on any of the Schedules on the list

  • Edit the fields

  • Click Save


To Delete Schedules:

  • Right click on any of the Schedules on the list

  • Set to Inactive or Delete

    • Set to Inactive will remove the Schedule options from the dropdown list in your company but won’t be deleted from the list.

    • Delete will completely remove the Schedule.


To Search:

  • You can search Schedules by using the:

    • Search box

    • Filter by Inactive, Active, or All

    • By Schedule


You can also export Schedules by clicking Export and clicking the checkbox on Schedules.

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