From the Schedule tab, you can add or copy shifts, and generate shifts using schedule policies for your employees. You can also view requests that employees make.
Viewing employees' shift availability
If your employees have set their availability, you can see their available times easily. Here are 2 methods to view it:
First method
Sign in to Fingercheck as an Administrator or Supervisor (with scheduling permissions).
Click the Schedule tab.
Click the Availabilities button.
In the panel that opens, select the employee.
In the next panel that opens:
Click the Upcoming tab to view future availability beyond this week.
Click the Edit icon to view or change the availability.
Second method
Sign in to Fingercheck as an Administrator or Supervisor (with scheduling permissions).
Click the Schedule tab.
Click Add Shift, or hover over the desired shift date and click the plus (+) sign.
In the Add Shift pop-up window,
Click Create custom shift
Employees: Click the dropdown and choose the Available tab to view all available employees.
Adding a single shift
To add a single shift:
Click the Schedule tab.
Click Add Shift, or hover over the shift date and click the plus sign.
3. In the Add Shift pop-up window, either:
Choose a shift template.
Click Create custom shift to add a single shift.
4. The Add shift pop-up opens with fields to customize a single shift:
Schedule Policy: Applies previously created schedule policy details to the shift
If you have created schedule policies, select one from the Schedule Policy drop-down list.
Learn more about schedule policies here.
Employees: Leave the open shift option on if you want the shift available to any employee.
For multiple open shifts, adjust the counter option.
To select specific employees for the shift, remove the open shift option and select the employees, or just add employees along with the open shift by typing their names or clicking Search to view all employees.
Sort by last known distance: To select available employees by distance, will display a list. Note: this option is only visible when a job is selected.
The distance from the employee's last punched location for the current day to the location of the job for the shift being scheduled should be displayed.
The employees will be sorted from the closest distance to the next job to the farthest.
The closest employee will appear at the top of the list and the farthest employee should appear at the bottom of the list.
The display will indicate if each employee is currently punched IN or OUT for the current day.
The display will indicate the time of the employee's last punch for the current day.
Date: Select the date.
Start and End Time: Select the start and end time (default is based on the working hours you entered for schedule rules in setup).
5. More options:
(Optional) From the Profile drop-down list, select a master profile that enforces rounding and other schedule-related policies you want to use.
Note: If you selected a schedule policy, that policy is used instead of the schedule policy listed in the master profile you select.
(Optional) Complete the Department, Job, Cost Centers, and other fields as needed.
Punch Rules:
Round punches to shift start time: Follows the schedule rules specified in either the schedule policy or the selected master profile.
This rule must be used with a schedule policy. A scheduling rule can be used on a specific employee, a master profile, or a shift.
The options for "round punches in" and "round punches out" must be chosen in the schedule policy itself. These choices will not do anything if the user only makes them in the add shift modal.
They only work when a schedule policy with those options chosen is chosen directly in the add shift modal. In this case, the checkboxes are automatically chosen.
Although the user can deselect them as an override, they can not choose them as an override.
Round punches to shift end time: Follows the schedule rules specified in either the schedule policy or the selected master profile.
This rule must be used with a schedule policy. A scheduling rule can be used on a specific employee, a master profile, or a shift.
The options for "round punches in" and "round punches out" must be chosen in the schedule policy itself. These choices will not do anything if the user only makes them in the add shift modal.
They only work when a schedule policy with those options chosen is chosen directly in the add shift modal. In this case, the checkboxes are automatically chosen.
Although the user can deselect them as an override, they can not choose them as an override.
Do not allow early punches on web/mobile: Prevents punches before the scheduled time.
This option only applies to mobile, web, and tablet punches (not time clocks).
Disable Supervisor Notifications: Turns off all shift and schedule notifications for the supervisor on record.
Colors:
Select a color to differentiate the schedule from other schedules (e.g., different colors for front office employees and warehouse employees).
Choose the default colors selected in the settings to be pre-selected, saving you time by not having to choose a color each time you add a new shift.
Select a job, task, department, or cost center in the add shift modal that has an assigned default color.
Please note you can only choose one category at a time to assign colors to.
You can override the default color selection with a new color then the shift will be the newly selected color.
Add notes as needed.
6. Click Save & Publish to make the shift public, or Save & Close to save the shift without publishing it.
7. The newly created shift appears on the Schedule as shown below.
If you click Save & Publish, the shift goes from a dotted outline to fully enclosed with a solid color (if color is selected).
If you click Save & Close (it is not published), it remains with the dotted line.
Adding Shift Tasks to shifts
Admins can create predefined task lists on the web platform. When creating, editing, or generating task lists, you can assign predefined tasks to shifts or add tasks on the fly. Task lists can also be added to existing shifts, allowing for easier management of recurring tasks.
Shift Tasks can be added to a shift from the Add Shift or Edit Shift pop-ups.
You can choose a pre-existing created list or choose to add new or additional tasks to the shift.
Generating multiple shifts
To generate multiple shifts, ensure you have at least one schedule policy set (See How to Create a Schedule Policy.)
On the Schedule tab, click the hamburger icon (quick actions menu) and select Generate Shifts.
2. The Generate Schedule pop-up window appears.
Select the dates.
Select the employees (by default, all employees are selected; click the filter icon to select specific employees).
To override each selected employees’ default schedule policy, select Override assigned schedule policy and complete the fields as described in the procedure above.
3. On the confirmation message that appears, click OK.
IMPORTANT! If you repeat this procedure and generate shifts for different employees, it will override the existing schedule, and only the new employees and shifts will appear.
Add or move shifts by drag and drop
Drag and drop shifts allow you to quickly schedule an employee or replace an employee for a shift.
Select the Schedule tab.
Drag and drop the shift to the employee’s schedule.
If you drag and drop an open shift that has multiple shifts available, the number of available shifts will be reduced.
You can drag and drop to change the assigned job, task, department, or cost center
You can drag a shift into a different tab or group.
Copying and pasting shifts
To copy and paste shifts:
Hover over a schedule and select the Copy icon (the shift can be published or unpublished).
2. Hover over the cell where you want to add the shift and click the Paste icon.
Publishing all unpublished shifts
Admins can choose to publish shifts for their selected view only, rather than being required to publish all unpublished shifts for the week. This provides greater control and flexibility in managing your schedule
To publish all unpublished shifts:
Click the Publish Shifts button in the top-right corner.
2. In the confirmation pop-up window that appears, click Continue.
3. You can also choose to only publish the shifts in the schedule page view.