Improve schedule management by integrating employees into Schedule Groups. These groups help arrange people with similar qualities, allowing for more effective scheduling and visibility. When adding an employee to a scheduling group, remember that the employee may be tied to a group-created schedule. Employees can be members of several groups, but each employee can only be added to one at a time.

To add an employee to a Schedule Group, follow these steps:

  1. Navigate to Main Menu > Schedule > [applicable Schedule Planner].
  2. Select ‘View By’ in the schedule and then ‘Schedule Group.”
  3. The first column will include all accessible groups as well as ungrouped personnel.
  4. To open an employee’s glimpse, right-click on their name and select ‘Add to Group.’ Note: To choose multiple employees, check the box next to each name or use control-click or shift-click, then right-click on one of them.
  5. In the ‘Add to Group’ tab, fill out the following:
  • Select a group from the ‘Group’ dropdown list.
  • Set a ‘Start Date’ and ‘End Date.’
  • Confirm the selection or removal of employees from other inheritance groups for the specified period range.
  1. Select ‘Apply’ to finalize the addition of the employee to the specified Schedule Group.”