Skip to main content
Jump to
    Fourth Customer Success Portal
    • Updated

    HS Scheduling: Communication on the Scheduling Tab

    Overview

    The Scheduling tab includes several communication tools that help managers share information and communicate with employees without leaving the Scheduler.

    You can use the Scheduling tab to:

    • Create Day Notes for managers
    • Send a message to an individual employee
    • Send a message to all scheduled employees for a selected day

    Create a Day Note

    Day Notes allow managers to record reminders or important information for a specific day on the schedule.

    Day Notes are visible to:

    • Other managers in the Scheduler
    • The Roster report
    • The Extended Schedule Report
    • The Roster in the HotSchedules mobile app

    Add a Day Note

    1. Open the Scheduling tab.
    2. Navigate to the desired week.
    3. Select the comment bubble in the header for the day you want to add a note to.
    4. Select Add Note.
    5. Enter your note.
    6. Select Add.
    Day_Notes.gif

     

    Tip: A filled comment bubble indicates that one or more Day Notes already exist for that day. Select the icon to view, edit (if you created the note), or delete existing notes.

    View Day Notes in Reports

    Day Notes can also be displayed in several reports.

    Roster Report

    Enable the Day Notes option when generating the Roster report.

     

     

    Extended Schedule Report

    Enable the Day Notes option when generating the Extended Schedule Report.

     

     

    Mobile App

    Day Notes are also displayed on the Roster within the HotSchedules mobile app.

     

    Day_Note_App.png

    Send a Message to an Employee

    You can send a HotSchedules message directly to an employee without leaving the Scheduler.

    Send an Employee Message

    1. Open the Scheduling tab.
    2. Select the employee's name.
    3. In the employee information window, select Send Message.
    4. Enter the subject and message.
    5. Select Send.
    Employee_message.gif

    Message Scheduled Staff

    Use Message Scheduled Staff to send the same message to all employees scheduled for a selected day.

    Send a Message to Scheduled Staff

    1. Open the Scheduling tab.
    2. Select Menu.
    3. Select Message Scheduled Staff.
    4. Choose the date.
    5. Enter a subject and message.
    6. Select Send.

    Employees scheduled for the selected date will receive the message.

    Message_scheduled_staff.gif

    Related Articles

    Related articles

    Comments

    Please sign in to leave a comment.