Workforce~8 min · 7 steps

Build and publish a schedule

Create a shift, check its employee and times, resolve conflicts, then publish the week.

1
Choose the week
Open Workforce → Schedule. Use the week navigation and check the date range before adding shifts. Draft shifts must be published before staff can see them.
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2
Open the shift form
Expand Add shifts and choose One-time shift for a single date. Use the repeating option only when the same pattern should recur.
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3
Set the person and time
Select the employee, date, start time and end time. Leave the employee as Open shift only when you intend to assign it later. Review any hourly-rate override.
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4
Assign the work and save
Choose the department, role and location, then click Add shift. Confirm that the draft appears on the intended day for the correct employee.
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5
Resolve scheduling conflicts
Review Fix these before publishing. Correct overlapping shifts, leave conflicts or availability problems by editing the affected shift. A warning is a prompt to review the schedule, not a substitute for checking staffing needs.
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6
Publish and check the status
Once ready, use the week’s publish action. The screenshot shows the resulting All published state. Staff notifications depend on your settings; delivery and employee acknowledgement are tracked separately.
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7
Resolve invalid shifts before publishing
Review the employee, department, week and local start/end times. Overnight shifts and clock changes can change the actual duration. If a shift is flagged, open and correct it; copying a schedule must not reassign a former employee.