How to Tag the Employee Schedule Correctly

If the employee's schedule is the same for their entire employment, do the following:

1. Go to Employees > Information > Profile

2. Choose the Employee

3. Choose a Schedule Code for that Employee

Note: This will change the employee's schedule moving forward. But you can still if desired.

If the employee has different schedules per day, do the following:

Option 1: Go to Employees > Schedule

Option 2: Import by going to Settings > Imports

If the employee has different schedules each day of the week, do the following:

Note: Make sure you've created the schedules in the Miscellaneous List in the Schedule tab before proceeding.

1. Go to Employees > Schedule

2. Click the Group Schedule tab then Click Create

3. Name that Group schedule as desired then choose a starting day.

4. Select the Schedule for each day

5. Create the employees who will be using that schedule. Go to the next tab Group Employees and Click Create

6. Add the Description and select the Employees who will be using the schedule that you created

7. Click Save

8. Select the List Tab and click Set Schedule

9. Select Group Schedule, choose a starting date (make sure the date falls on a the desired starting day), and specify the number of weeks the schedule will be applied

10. Next, select the created Group Schedule and the designated Group of Employees, then click Save