Scheduling: Best Practices and Recommendations
Want to make scheduling easier and more accurate? Follow these best practices to streamline your process and avoid mistakes.
✅ Maintaining an Accurate and Up-to-Date Staff List:
- Terminate inactive staff and remove duplicate employee profiles. View help article.
- Verify correct position types and department mapping. View help article.
⚠️ Preventing Overwrites When Copying Schedules:
- Before copying the week, ensure the destination week is empty. View help article.
🔄 Optimizing Shift Management:
- Confirm shift sharing is set up correctly. View help article.
🧑⚕️ Managing Part-Time and Per Diem Staff:
- Update weekly target hours for part-time/per diem staff. View help article.
- Maintain accurate employment types in the system. View help article.
📅 Enhancing Schedule Visibility and Planning:
- Enter all PTO and time off requests on the calendar. View help article.
⏱️ Standardizing Break Times:
- Update break times to 60 minutes for all 12-hour shifts. View help article.