HS: Assigning and Removing Schedules from Employees

Overview

Employees must be assigned to one or more schedules before they can be scheduled for shifts. Schedule assignments are managed from the Staff List and can be updated for an individual employee or multiple employees at the same time.

Changes are saved automatically.

Assign or Remove Schedules for an Individual Employee

1. Log in to HotSchedules.
2. Navigate to Staff > Staff List.
    

Fig.1 - Navigation- Staff List

3. Select the employee you want to update.

Fig.2 - Employee list

4. Open the Jobs / Schedules tab. 
5. Under Schedules, select or clear the checkboxes for the schedules you want the employee assigned to.

Fig.3 - Jobs / Schedules
 

Note: The employee's schedule assignments are updated immediately.

Assign Schedules to Multiple Employees

1. From the Staff List, select the employees you want to update.

Fig.4 - Select employees

2. Select Add to Schedule. 
3. Select one or more schedules. 
4. Select Add to Schedule.

Fig.5 -Add to Schedule

Remove Schedules from Multiple Employees

1. From the Staff List, select the employees you want to update.

Fig.6 - Select employees

2. Select More > Remove from Schedule. 
3. Select the schedule you want to remove.

Fig.7 - Remove from Schedule

Notes

• Employees can be assigned to multiple schedules.
• Removing a schedule only removes the employee from that schedule. It does not delete the schedule.
• Changes are saved automatically.