Generating a Schedule

Go to Menu

Select Workforce Management

Go to Scheduling

Select Schedules

Click Generate

Select the Schedule Start Week

Select the Number of Weeks

Schedules can be generated for 1 to 6 weeks.

Give your schedule a Description

Set the Scheduling Method to Create Schedule Without Forecast

Click Generate

Once the schedule has been generated and you want to review the schedule:

Click the Start Date of the schedule

To switch between daily, weekly, and monthly schedule views:

Select the preferred Viewing Mode

To change the date:

Select from the Calendar

CLICK HERE to Make Changes to a Schedule

CLICK HERE to Approve PTO

To Save and Publish the schedule:

Click Save

Click Publish

A Confirmation window will appear.

Click OK