Walk through the example below for a brief introduction to automating your staff schedules with Schedule Designs (Shift Patterns). See our short
for additional detail.
1. Once download is complete, transfer the file to the
Schedule Designs folder, usually something like:
C:\Program Files\Intellicate\Schedule24 Professional\Schedule Designs
2. In Schedule24 Professional select
File on the main menu and click
New...
A blank schedule is created awaiting staff and shifts.
4. Next, add staff to the schedule. On the main menu select
Tools and choose
Personnel Manager
5. In the Personnel Manager click
New Person button and add your staff details. Once completed click
Save and Close button.
6. You will now see your staff appear in the blank schedule. We are now ready to insert the Schedule Design (Shift Pattern).
7. On the main menu select
Insert and click
Schedule Designs...
8. In the Insert Schedule Designs window select your recently downloaded file. Choose the start date from the date picker or accept the default. Next, click the
Insert button.
9. It's not visible just yet, but your Schedule Design (Shift Pattern) is now in your schedule. Next, click
Tools on the main menu and select
Team Manager...
10. In the Team Manager you'll see your selected Schedule Design (Shift Pattern).
Staff are listed to the right in the
'Personnel available for team scheduling' list. Next, using your mouse pointer, drag and drop staff across to the
Teams list on the left side. When finished click
OK.
11. Schedule will now automatically generate shifts for your staff.
Note Experiment moving staff from one team to another or even add alternative shift patterns (no limit), and all from within the same schedule.
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