Set Up Shift Schedule and View

Benefit to the OnTheClock User

Set shift times for each day to be viewed by one employee or all to know who is planned to work. Viewable on app or desktop, no need to call for schedule.

To Set Up the Shift Times From a Browser

1. Log in as the administrator.
2. Click “Schedule” at the top of the screen.
3. Select “Schedule Settings”.
4. Click “New Definition” button.
5. Enter “Shift Name”.
6. Enter “Start Time”.
7. Enter “End Time”.
8. Click “Save” button.

Next Add the Shifts to the Schedule From a Browser

Note there is a copy feature explained below to make set up more efficient, however, it does not generate automatically, you must select the days/shifts and set up each week.

1. Log in as the administrator.
2. Click “Schedule” at the top of the screen.
3. Select “View Schedule”.
4. Click on empty date cell.
5. Select the “Location”. (If none are listed, see adding a location).
6. Select the “Shift” from the list you created. OR
7. Click “advanced time options” to enter a start and end time.
8. Add a note if applicable.
9. Click “Copy this shift” button if it’s needed again and select employees and enter dates.
10. Click “Copy Now” button.
11. Click “Save” button. 

To View or Get a Copy of the Schedule From a Browser

1. Log in as the administrator.
2. Click “Settings” at the top of screen to turn it to viewable for the employee.
3. Select "Time Clock Settings".
4. Under “Employee Punch Site” tab, click on “Schedule.”
5. Choose either “Personal” or “All Employees” as the viewing option.

To View or Get a Copy of the Schedule From the Mobile App as an Admin or Employee

1. Log in as an employee.
2. Click “Schedule”.
3. Select "Date Range".
4. Select the "Employee."

Next Step, the Schedule Also Needs to be Published for Viewing by Others

1. Log in as the administrator.
2. Click on the gear icon.
3. Click “Publish Now” button mid way down the page. 
4. Employees may now see the schedule, and a link is provided to email out.
5. Click either the “X” icon or “Pdf” icon depending on which type of report you would like.
6. Click “Day”, “Week”, or “Month” for a different view. Need to explain how to turn the schedule on for employees to be able to view it in Time Clock Settings. 

 

 

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