Generating Schedules for Workers

Prior to Generating Schedules

1. Ensure all tasks in your inbox regarding time off and job changes have been completed
2. Ensure all updates to tags and shift profiles have been completed
3. Schedules should not be generated too far into the future

Generating Schedules

1. Click Menu in the upper left corner
2. Click Time and Scheduling Hub
3. Click Scheduling in the Menu on the left
4. Choose the appropriate Scheduling Org from the drop down just to the right of Time and Scheduling Hub
5. Click Apply
6. Click the Generate Schedule button
7. The shifts for the TSMs in this org should populate for you automatically based on the worker’s:
   1. Work Schedule
   2. Scheduling Tags
   3. Shift Profile
8. Once a schedule is completed and correct for that week, you will need to click the Publish button to publish the schedule.
   1. Please note the TSMs will be able to see the schedule once published

Notes for Generating Schedules

• Shifts will not generate if a TSMs has an approved time off or is on leave of absence
• If a shift is not generating correctly for a TSM, ensure that:
  • The Work Schedule is correct for the worker
  • The Scheduling Tags are assigned appropriately to the worker
  • The Shift Profile is correct for the worker
• Click on a shift to edit it

Tips for Generating Schedules

• You can click the Change View button to for different ways to see the schedule
  • By Skill
  • By Licensure
  • By Worker
• You can choose to sort by first or last name
• Click the Actions button to see what other options you have:
  • Add Shift
  • Clear Schedule
  • Copy Schedule from a Prior Week
  • Print Schedule
  • Refresh Schedule

Download this How-To Guide as a PDF