General schedule settings

This page gathers the settings that determine how your schedule behaves and displays. Go to Settings ⚙️ → Schedules → Settings. Remember to click Save after making your changes. Here is each option, grouped as it appears on screen.

General

• Shift validation by the schedule manager or HR: the manager validates past shifts, which are then locked against any change. A related option, Enable custom shift validation rules, lets you define rules specific to the department.
• Show additional information in the schedule: displays, in the orange bar above the shifts, the number of people scheduled, scheduled hours, cost, and so on per day.
• Show additional information when filtering a schedule: shows this orange bar also when you filter the schedule or display a section.
• Show all employees in the schedule: if enabled, all employees appear; if disabled, only those with shifts are shown.
• Show comments in shifts: displays comments directly on the schedule's shifts.
• Show additional counters in the weekly view: adds a column of counters (hours, cost, etc.) to the right of the week view.
• Differentiate day/night shifts: marks night shifts with a small icon. You define the hour from which a shift is considered a "night" shift.
• Show the shift price on each shift: displays the cost directly on each shift.
• Tag system for shifts: enables custom tags on shifts (sorting, filtering, reporting).
• Filter method on weekly schedules: chooses the logic for filters and saved views, AND (all conditions met) or OR (at least one).
• Automatically approve shifts from schedule templates: approves shifts from a template by default.
• Remove duplicate shifts in the service view: in the Service view, shows only the shifts that exactly match the defined periods.

Schedule display

Select the views shown in schedule management: Day, OPS, Week, Services, Month. The Week view is mandatory. You also set the default view. For the Services view, remember to create your period breakdown.

Service view breakdown

Define the Service view periods (start and end times), under which shifts will be grouped. Use Add a new period and click a period to edit it.

Modification and leave requests

• Enable modification requests: allows employees to request changes to their shifts. You set the window (in days after the shift is created) during which a request remains possible.
• Days allowed for leave requests: the days of the week when employees can submit a leave request.
• Allow comments on leave requests: lets a comment be added to a request.

Employee (un)availabilities

• Work period type: your employees submit either availabilities (periods when they can work) or unavailabilities (periods when they cannot).
• Enable unavailabilities: allows unavailabilities to be sent (which are not absences and do not count toward hours worked). You set the minimum notice (number of days in advance) to submit them.
• Default shift hours for the full-day type: a full-day entry automatically takes the default shift hours.

Day start and end times

• Use dynamic hours in the day view: the Day view automatically adjusts when shifts go past midnight.

Default shift hours

• Start time and End time: the hours proposed by default when creating a shift (for example 9:00 to 17:00).

User sorting

• In the monthly and weekly view: sort employees by user status or by name.
• In the day view: sort them by status, by name, or by date.

Days visible in the schedule

Choose the days of the week shown in your schedules (Monday to Sunday).

Scheduled hours target per day

Define the ideal number of hours per day of the week. The orange bar above the shifts then compares the hours already scheduled against this target.

Shift background colors

Choose the color logic for shifts: based on skills, statuses, or attributes, or based on the shift's start and end times.