Scheduling
Automating & Manual Roster Locks in ClickTime
Need more control over your weekly rosters? ClickTime's new auto-lock feature makes it easy to automatically lock rosters after a specified period, ensuring accuracy and preventing unauthorized changes Benefits of Auto-Lock Improved Accuracy: Ensures ...
Getting Started With Roster Setting
Roster Settings: Building the Foundation for Efficient Scheduling Before diving into creating your first schedule, take a moment to complete the roster settings and customization options. This crucial step is like building the foundation of your ...
Getting started with publishing your staff roster
Our powerful ClickTime Scheduler makes it easy to create shifts for your team and ensure they have all the necessary information directly in their mobile app. Publishing shifts confirms the schedule and allows your team members to view their shifts ...
Copy Shifts
Copy Shifts in ClickTime (Few Clicks!) ClickTime lets you easily copy a single shift with just a few clicks. Here's how: 1. Create a New Shift: With this option, you can create a shift and copy it it at the same time. The system will automatically ...
Scheduler Minimized & Expanded View
See Your Shifts Your Way: Expanded vs. Minimized Views ClickTime's scheduler offers two ways to view your shifts, giving you control over the level of detail displayed. Let's explore the pros and cons of each view to help you choose your preference: ...
How to Check When Users Submitted Availability
View, Approve & Reject Availability Request Prerequisite Supervisors and admin office need to have the proper permissions granted to them (Maintain Leave & Availability) in order for them to approve and decline availability requests. Once a new ...
Maintain (Add & Edit) Employee Availability for Work
Introduction One of the most important parts of running a business is understanding which of your employees are able/unable to work at any given time. In ClickTime, admins and supervisors have the ability to manage employee daily availabilities & ...
Create Multiple OPEN shifts
You can create multiple OPEN shifts for multiple days within the week quickly and accurately using the "Bulk Create Open Shifts" option on the scheduler. This feature is very handy and a time saver whenever you need to create multiple shifts for a ...
Shift Tags
Tags are a way to attach a custom field or a label to a shift. You can use the shift tags in many different ways Tags can help you to organize your shift into specific categories By using tags, you can mark the shift and pass it to the employee on ...
Shift History
Overview Use Shift History to see when a shift was created, who it was assigned to, when it was published, when it was changed, when it was moved, and who completed the actions. This is very helpful when you have multiple users setting the schedule ...
How to manage & customize shift view on the scheduler
ClickTime allows you to customize the appearance of shifts on the web scheduler. These settings are unique to each user, so each user settings will not affect the other users. On the scheduler screen, and on the expanded view, you can select and ...
How to Allow Staff to Submit their Availability & Leave Requests
Admin users who have access to the system setting can enable or disable employees from requesting unavailability and submitting leave. To enable and allow your staff to submit their weekly availability and to be able to submit leave requests, go to ...
Block Future Time Off & Availability Requests
Admin users who have access to the system setting can enable or disable employees from requesting unavailability and submitting leave. How to Block Future Time Off and Unavailability Requests To enable and allow your staff to submit their weekly ...
Shift Confirmation - how does it work?
Admins can learn how to ask employees to confirm schedules Shift confirmation is a feature that provides an automatic function to ensure that your employees have seen their new shifts and will be there to work them. No more manual messages or ...
How to Add Default Recurring Shift Note
Overview Create recurring notes & instructions for your staff. If you ever need to share the same shift notes with every one who is rostered on a site, then you can create a recurring shift note for the site. Once you define and create a default ...
Edit Shift Details
You can edit the shift details by any of the below two methods: 1. Hover over the shift with your mouse and the system will display a red bar on top of the shift and gives you the option to: A. Copy the shift B. Edit the shift C. Add ...
Fatigue Management
Everyone in the workplace has a work health and safety responsibility, and we can help you to ensure fatigue doesn’t present a risk to the health and safety of your employees. Our new Fatigue management feature allows employers to set limits on ...
Publishing the Schedule Using Wizard
Publishing the Schedule Applies to Account Holders, Managers, Supervisors Overview When you initially add a shift to the schedule, it will NOT be visible to your employees. The employee cannot see the shift until you publish it. This allows you to ...
Locking & Unlocking Shifts
Locking & Unlocking Shifts ClickTime allow the user with the proper authority & role to lock the shift(s) from being modified. Once a lock is placed on the shift(s), the shift(s) becomes read-only. Users will not be able to do any changes to shift ...
VIDEO Help. Getting Started With Rostering & Using the Scheduler.
Getting Started. General Overview of the Scheduler How to Create New Shift Edit Shift and Create OPEN Shift How To Copy & Move Shifts How To Use The Different View Options How to perform bulk action for employee and Sites How To Copy Roster into ...