Creating a Schedule

(Click on any image below to make it bigger)

Creating a schedule is easy! Just follow the steps below:

Step 1: Starting the Schedule Application will immediately display the "Employee Division" window.
  • If you have not already created employee divisions, click HERE for help on how to do so.
  • For more information on Initial Setup, Click HERE.
  • For more information on Using Employee Divisions, click HERE.
  Step 2: Select an employee division from the list and click the "OK" button.
The "Main Menu" will appear.
  • If you have added all of your employees to the database and/or have not entered your employees Permanent Availability information, click HERE for help on how to do so before continuing.

Step 3: Click the "Create a New Schedule" button.

The "Temporary Availability Alterations" window will appear.

Step 4: Make any necessary alterations to account for employee requests for time off.

  • For more information on using the Temporary Availability Alterations window, click HERE.
Step 5: Click the "Next" Button
The "Floor Chart" window will appear.

Step 6: Make any necessary alterations to shift begin and end times, the number of employees to schedule for each shift, special title assigned to a shift, and the date of the schedule.

  • For more information on using the the "Floor Chart" window, Click HERE.
  Step 7: Click the "Finish: Make Schedule" button
  • If there are not enough available employees to cover all of the required shifts, you will be presented with the option to receive help from the Solution Generator. For additional assistance with this feature, click HERE.
The finished schedule will appear.

Step 8: Make any necessary alterations and save the finished schedule.

  • For more information on using the "Finished Schedule" window, Click HERE.
  For help with uploading the finished schedule to the internet, click HERE.