To create a schedule using scheduling software:
1. Prepare the schedule grid – Upcoming work periods are automatically prepared with the new dates and workers’ names.
2. Determine coverage needs – Staffing plans can be entered or generated using forecasting algorithms.
3. Populate shifts – Shifts can be created quickly using templates, patterns, rotations or copies of shifts from previous periods.
4. Assign people – Search for the best person to fill each shift based on availability, preferences and skills. Alternatively, shifts can be posted for employees to claim.
5. Publish the schedule – Make the schedule available for all employees to view or claim shifts.
6. Maintain the schedule – Find replacements when people call out or request to drop shifts and/or let workers swap shifts or find coverage on their own.