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Password requirements - 8 to 35 characters, at least 1 uppercase, 1 lowercase, 1 number, and 1 special character.

This is where you can change your password.

As long as your passwords meets the password requirements, you can change your password as many times as needed.

You will get a confirmation email to the email address on file when doing so.

This is where you can change your email.

Fill in the same email address in the form and hit change email to set your new login email address.

A confirmation email will be sent to your old address.

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Delete Account

When you delete your account, all information pertaining to schedules you have created will be deleted. For schedules you participate on, only your information will be removed.

Data removed includes schedules, things, shifts, trades, rank data, invitations, messages, timeclock, reports, and user information.

This action cannot be undone. To delete your account, please input your account password and click delete account.

Delete Account

This is where you can delete your account.

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Scheduler

Clearing the schedule clears all scheduling for that period. This cannot be undone. All users schedules for that period will be erased.

    How to Use the Scheduler

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    Add Shift

    Start Date:
    Time:
    End Date:
    Time:

    Rest Period:

    Repeat Every:   

    Required:

    Optional:

    This is where you can add a new event to a schedule you manage.

    You can create single events or create repeating events with ease using the repeat feature on this page.

    You can also set the number of required and optional users for your event.

    Feel free to click on the icon in the page for more details on the item.

    This is a repeating shift. What would you like to save?

    This Shift Only All Future Shifts Cancel

    Picking up an open shift can only be undone by a manager.

    Pickup Cancel

    Edit Shift

    Pickup Available

    There was an error grabbing the data, please refresh and try again.

    Start Date:
    Time:
    End Date:
    Time:

    Rest Period:

    Repeat Every:   

    Required:

    Optional:

    Notice:

    DELETE

    Are you sure you want to delete this non-repeating shift?

    This is a repeating shift. What would you like to delete?

    This Shift Only All Future Shifts Cancel

    Creating a Shift

    Creating Repeating Shifts

    Scheduling Employees

    How to Offer a Trade

    Events in Scheduledrafter can have multiple users. Managers choose how many users have to be present (Required) for the schedule, and how many more would be helpful (Optional). Most traditional scheduling just uses Required. If the idea of Optional users seems excessive, then just use Required for now, and revisit Optional when needed.

    Autoscheduler preferentially fills all Required users for Events and will force users into Required over their higher ranked Optional spots. Autoscheduler cannot run if user hours do not at least match the hours of Required.

    Optional spots on the other hand are exactly that, Optional. Think of Optional spots as nice perks. It would be nice if someone helped out on a busy day, but I won't force any user into that spot. Autoscheduler does not force users into optional spots.

    Events in Scheduledrafter can have multiple users. Managers choose how many users have to be present (Required) for the schedule, and how many more would be helpful (Optional). Most traditional scheduling just uses Required. If the idea of Optional users seems excessive, then just use Required for now, and revisit Optional when needed.

    Autoscheduler preferentially fills all Required users for Events and will force users into Required over their higher ranked Optional spots. Autoscheduler cannot run if user hours do not at least match the hours of Required.

    Optional spots on the other hand are exactly that, Optional. Think of Optional spots as nice perks. It would be nice if someone helped out on a busy day, but I won't force any user into that spot. Autoscheduler does not force users into optional spots.

    "Rest" is time added to the end of an event that allows rest after the event. Other events/shifts that overlap that rest time cannot be scheduled.

    Example: 10 hour event with 14 hours rest. Users who are scheduled for that event/shift cannot work for 24 hours after the events start or 14 hours after it ends.

    Calendar

    How to Navigate the Calendar

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    Filter

    Schedules

    Things

    Users




    How to Change the Filters

    Here you can invite new users to your schedule. If you want to invite our built in test users, keep any eye out for the symbol.

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    Invitations

    Generate Invite Request

    Send Email Invitation

    How to Invite Users

    Here you can invite new users to your schedule. If you want to invite our built in test users, keep an eye out for the symbol.

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    New Invitations

    Here you can see any pending invitations you may have from other users to join their schedule.

    We also list out the permissions the other schedule is asking to view from your profile information.

    We recommend only accepting invitations for schedules you are aware of and never blindly accept any invites as your information is shared with the sender.

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    DELETE

    Are you sure you want to delete the selected messages?

    Delete Cancel

    This is a message conversation between users on a specific schedule.

    Managers and Owners of the schedule can delete any message and regular users can delete their own messages.

    You can remove messages by clicking on the icon on the top menu, checking the messages you wish to remove, and hit the delete button at the bottom.

    You can refresh the conversation by clicking on the icon in the menu as well.

    To send a message, use the chat box on the bottom of the page and hit send.

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    Send to Schedule

    Create Thread

    This is where you can start a message thread with a specific schedule you belong to.

    After selecting the schedule you wish to send the message to, just add a subject and your message and hit Create Thread.

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    Schedule Messages

    DELETE

    Are you sure you want to delete the selected threads?

    Delete Cancel

    This is where you can see all of the message threads for all schedules you belong to.

    To access a thread, you can simply click on one.

    You can see the subject of the thread, the schedule it is from, in addition to the date it was created and the number of messages.

    If you want to start your own thread, hit the icon in the top menu.

    To refresh the list of threads, hit the icon.

    If you want to remove a thread in full, hit the icon, check the threads you wish to delete, and hit delete on the bottom of the page.

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    Shift Messages

    DELETE

    Are you sure you want to delete the selected messages?

    Delete Cancel

    This is a message conversation between users on a specific shift.

    Managers and Owners of the schedule can delete any message and regular users can delete their own messages.

    You can remove messages by clicking on the icon on the top menu, checking the messages you wish to remove, and hit the delete button at the bottom.

    You can refresh the conversation by clicking on the icon in the menu as well.

    To send a message, use the chat box on the bottom of the page and hit send.

    Manager MenuX
    Schedules Scheduler Things Users Trade Manager Points Exchange Reports

    version 0.3.9

    UsersCopy Paste

    Restore Default
    View Personal Info

    User Hours

    Things
    Min Hours
    Max Hours
    DELETE

    How to Change Employee Hours

    Setting hours for a scheduling period. These are the hours for the scheduling period starting on the date displayed. If the schedule is set to weekly, they will set the Minimum and Maximum hours allowed for the seven days following 12am of the date displayed. If it is set to biweekly, they will set the Minimum and Maximum hours allowed for the 14 days following 12am of the date displayed. If it is set to monthly, they will set the Minimum and Maximum hours allowed for the month following 12am of the date displayed.

    Maximum hours are the maximum work hours allowed to work for a given scheduling period. Rest hours are ignored. Typical hours for weekly, biweekly, monthly are 40 hrs, 80 hrs, 170 hrs.

    Minimum hours are the minimum work hours a user should be scheduled. Autoscheduler will try to fill all users up to their minimum hours. It is probably best to start with zero minimum hours and add them as needed. Typical minimum hours for weekly, biweekly, and monthly full time workers are 30 hrs, 60 hrs, 100 hrs.

    Experiment with hours and see what works best for a given schedule. The schedule can easily be cleared and Autoscheduler rerun in Scheduler.

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    Delete User from Schedule

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    Are you sure you want to delete this user? Deleting a user removes them from all future events and withdraws their privileges to view the schedule. You can always drop a users hours to zero as an alternative until are you are prepared to delete them.

    This action cannot be undone. To delete this user from your schedule, please input your account password and click Delete User from Schedule.

    Delete User from Schedule Cancel

    This is where you can delete a user from a schedule you manage.

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    Add Things

    Things are essentially buckets you want to put people in. A Bartender is a Thing. A meeting room is a Thing. Think of things like positions at a work location or places you want to assign to users.

    How to Add a Things

    Things

    DELETE

    Here you can manage Things on your schedule.

    To edit, just hit the icon in the top menu.

    While in edit mode, you can adjust the name of the Things as well as delete it entirely.

    To save your edits, hit the icon when done.

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    Delete Things

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    When you delete a Thing, all information pertaining to it will be deleted.

    Data removed includes shifts, trades, rank data, timeclock, and reports data pertaining to the Thing

    This action cannot be undone. To delete this Thing, please input your account password and click Delete Thing.

    Delete Thing

    This is where you can delete a position on a schedule you manage.

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    My Account

    User's Profile Image


    Change Password Username: First Name: Last Name: City: State: Phone: Photo: Delete Account

    Profile

    Public Profile Visibility

    Calendars on Public Profile

    Remove Schedule

    Removing a schedule removes you from the schedule. You will no longer be able to view or participate.

    This will remove you from the schedule. You will no longer be able to view or participate.

    This section is all about your profile.

    To start making edits, click on the icon in the top menu.

    When in edit mode, you have the option to remove yourself from other schedules at the bottom of the page.

    The Privacy Settings section is what information you are allowing to be public for other users to be able find you.

    The Calendar Privacy section is where you can decide if a schedule is visible in your profile when others view it.

    To save your edits, hit the icon when done.

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    User Profile

    Here you can view the public profile of a specific user.

    The information here is what the specific user has allowed to be displayed on their profile.

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    Ranklist

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    Clear all rankings and rerun Autoranker. Autoranker runs periodically to assure all shifts are ranked but does not override user rankings. If a user's preferences changed recently and rankings do not incorporate those preferences, a user may need to clear their rankings and run Autoranker. If they have not, this is usually not necessary.

    Autoranker incorporates consistent patterns across multiple schedules.

    How to Rank Shifts

    Reports

    This section allows you to run pre-built reports for a schedule you manage.

    Currently, we offer 6 different styles of reports for you to be able to better understand your schedule.

    By selecting a report, you will be prompted for additional input to help filter your results.

    When you are happy with your selection, hit Run Report at the bottom and a new page will be opened up with your report results.

    If you feel an additional report should be added, hit the Submit Feedback button on the top of the page.

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    Add Schedule

    Schedule Name:

    Timezone:

      Zipcode:

      Schedule Period:

      Schedule Info:

      What This Means

      This is the name of your schedule. This name will appear for all users in their menus, filters, and will be a part of the core look and feel of your experience.

      If you have multiple locations, we strongly encourage adding the location to the name to make your experience more pleasent.

      Schedule Period is the time frame of a schedule. Normally work is scheduled in One Week, Two Week (Biweekly), or Monthly blocks. Note that this cannot be changed after schedule set up.

      Schedules

      Manage Templates

      Notes

      Requested User Information
      Users
      Delete Schedule

      Schedule Settings

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      Delete Schedule

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      When you delete your schedule, all information pertaining to this schedule you have created will be deleted.

      Data removed includes things, shifts, trades, rank data, invitations, messages, timeclock, and reports.

      This action cannot be undone. To delete this schedule, please input your account password and click delete schedule.

      Delete Schedule

      This is where you can delete a schedule you manage.

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      Templates

      Selected Schedule:

      Template Name:

      Template Notes:

      Public Template?

      Create New Template

      What This Means

      When you create a new template, ScheduleDrafter will take the current week (Sunday - Saturday) of your selected schedule and package it up into something reusable by yourself or other users.

      When you check the Public Template checkbox, this allows other users to use your packaged template in their own account.

      You can update the name and notes for any template, but if you want to change what is included in it, like a new repeating event, you should make a new template instead.

      This is where you can create a template out of an existing schedule you own.

      All that is required is a name and brief description of your template.

      By creating a template, everything is copied over except for users.

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      Update Template

      Selected Schedule:

      Template Name:

      Template Description:

      Update Template DELETE

      Deleting a template removes it from the system. Any schedule using this template will remain unaffected.

      This is where you can update an existing template you have previously made.

      All that is required is a name and brief description of your template.

      By updating a template, everything is updated to the new template except for users.

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      Timeclock

      Clock In Out

      This is where users can clock in and clock out of a specific position for a schedule they are a member on.

      By using timeclock, we will prompt for permissions to access your current location if on a device that supports the feature.

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      Trade Details

      Existing Offers

                      How to Offer a Trade

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                      Trade Actions

                      No Trade Actions available

                        Managing Trade Offers

                        Trade Manager

                        Manager Trade Approvals

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                        Trade Options

                        How to Offer a Trade

                        Your Campaigns

                        This section shows all existing campaigns you currently have open.

                        >You can click on any existing campaign to make modifications or click on the icon in the top menu to create a new one.

                        The campaigns in the list are displayed to you in the same format they are displayed to our other users.

                        Start Campaign

                        Start Date: End Date: Zip Code:
                        Title: Content: Link: Create Campaign

                        This section allows you to create a new campaign to show other users.

                        You can select a target zipcode for your campaign in addition to categorizing it.

                        You can also select to show your campaign at any time, or only on specific days within the date range you set.

                        When you are done creating your campaign, hit the Create Campaign button on the bottom.

                        Manage Campaign

                        Start Date: End Date: Zip Code:
                        Title: Content: Link:
                        DELETE

                        Are you sure you want to delete this campaign?

                        This section allows you to make edits to an existing campaign.

                        To start making edits, click on the icon in the top menu.

                        When in edit mode, you have the option to delete the campaign at the bottom of the page.

                        To save your edits, hit the icon when done.

                        Points Exchange

                        How to Use the Points Exchange

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