HS Scheduling
Scheduling — QuickStart
Valuable resources for common scheduling tasks at the Manager level. Bookmark this page for easy reference.
Getting started
Scheduling overview
Intro to scheduling
Auto scheduling
Automate shift creation
Communication on scheduling
Message from schedule tab
Building schedules
Copying schedules
Duplicate existing schedules
Creating & applying templates
Build reusable schedules
Creating & editing shifts
Add and modify shifts
Daily & weekly roster
View staff rosters
Posting & unposting schedules
Publish or retract schedules
Reposting a schedule
Re-publish a schedule
Shifts & rotations
House shifts
Manage unassigned shifts
Set up custom rotation
Configure rotation patterns
Use location rotation
Rotate by location
Location rotation overview
Understand location rotation
KPI menu
Track key metrics
View rules in new scheduler
Check scheduling rules
Meals & breaks
Meal & break planning
Overview of meal planning
Meal & break planning overview
Plan meals and breaks
Scheduling breaks
Add breaks to shifts
Auto-created meals & breaks
Schedule with auto breaks
Schedule settings
Configure schedule options
Forecasting
Forecast & shift generation
Generate forecasted shifts
Forecast templates
Build forecast templates
Shift color legend
Understand shift colors
Troubleshooting
Employees missing from tab
Fix missing employee issue
Delete a schedule
Remove a schedule
Schedules missing from tab
Fix missing schedules
Missing house shift manager
Fix missing manager issue
Unable to apply template
Fix template apply error
Unable to assign shifts
Fix shift assignment error
Use preferred name
Set employee preferred names
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