Add the employee to the schedule with the correct event, role, shift, and time. Review conflicts and send the schedule as intended.
Why this matters
Roles, brand access, event assignments, and notification choices work together. Review each of them so employees can do their jobs without seeing unrelated business or client information.
Schedule Staff
You may need an owner or administrator role to change employee access or account-level preferences.
Navigate to your event through the pipeline, calendar or searching directly
Open Event Menu
Click Schedule Staff under Quick Actions, side panel
Search or select the employee you wish to schedule
Click the Schedule Staff icon next to their name
Click Edit Request to make any adjustments
Click Save
Reopen the shift to check time and conflicts and send or accept a schedule request.
A useful decision
A time-off entry changes availability but does not remove the need to review shifts already assigned. Check the event calendar and tell the employee about any changed assignment.
Check the result
Check the person's access and notifications from their role. Review their event assignments separately.
Important to know
A role, brand assignment, and event assignment can each limit access. A missing alert may also be caused by the employee's communication preferences.
Scheduled Employee Report
The Scheduled Employees Report is where you can view employee time and attendance data. Use it to generate a report of all scheduled employees, their hours worked, and estimated pay rate totals over a selected time period.
Navigate to Calendar.
Click Reports, top left
Click Scheduled Employees.
Choose the dates you're checking under From and To.
The report will generate displaying all of the scheduled employees for that time frame and display all of the time off requests for that time period.
If you want to be emailed the weekly scheduled employee report, click on the Gear icon at the top right of the report, check the box under Email Report Status and then choose the day and time you would like the report to be sent and Save Report Preference.
Note: You can download the scheduled employee report by clicking Download at the top of the report window.
Subscribe to Your Weekly Schedule
If you want your weekly schedule to automatically be emailed to you, you can update your settings by choosing My Schedule Report from the Reports dropdown. Check the box under Email Report Status and choose the day and time you would like the report to be sent and Save Report Preference.