Covr

How to use the single day tool on the schedule

Schedule a Single Day

How to schedule multiple days using the Multi Day tool

Schedule Multiple Days

Schedule a Recurring Pattern

Add a New Shift Row

Record an Absence

Add Shift Assignments

How to make it so that your employees can pick up a shift even if it will cause them to go into overtime

Make a Shift Overtime Eligible

How to Print a Monthly Schedule for Just One Employee

Print an Individual Employee's Schedule

How to open up a shift for your employees or float pool/agency workers to pick up

Open Up a Shift

How to set targets for shifts, hours, or PPD

Manage Shift Targets

Changing the default shift assignment on the Schedule

Add/change default shift assignment

How to get the employees name to show on the left side of the row

Add a default employee to row

How to update the time for the whole shift row, not just a day

How to update the time for the whole shift row

How to approve a trade request when approval is required

How to approve Trade Requests

Jenny Kropf

Garrett Marsing

William

Helpful articles to navigate you through using the different tools on the schedule

Schedule

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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