How to Create/Edit/Delete/Export Schedules

Michael

Last Update 10 месяцев назад

  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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