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Schedule calendar

The calendar is the planning workspace for employee shifts. A shift can carry the assignment and coding that field staff need to perform their work.

Create a shift​

  1. Open Schedule > Calendar and move to the required date range.
  2. Select an employee and enter the shift start and end.
  3. Add the required job, phase, cost code, task, break, or note information.
  4. Save the shift and check for validation or overlap warnings.
  5. Publish the schedule according to your organization's workflow.

Use recurring templates or bulk actions only after verifying their date range and employee selection. A small mistake can create many assignments.

Changes and visibility​

Saved planning changes are not necessarily visible to the employee until the schedule is published. After editing a published assignment, confirm whether it must be published again and whether notifications were sent.

Employees see schedules linked to their employee record. If an assignment is missing on mobile, verify employee linkage, publication state, dates, and job access before recreating it.