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How to Configure a Position for Shift-Based or Hourly-Based Scheduling

To get started, you will need to choose how you want to collect availability from your employees. The availability collection type is set for each position and must be either shift-based or hourly-based.

Shift-based availability allows managers to collect availability using predetermined shift times created in the Shift Templates section. Employees review the standard shift times and indicate whether they are available, unavailable, or have no preference to work. There is also a "General Availability" area that allows staff to entire availability for times where shift templates do not exist.

Hourly-based availability allows employees to use a freeform calendar to indicate the hours they are available to work each week. Employees will default to unavailable and select times they can work only. This type of availability is best for teams that do not have pre-defined times that you need staff to work and staff can create their own schedules.

If you will be using our event module, we recommend using Survey-Based availability. You can set your availability type here to Shift-Based and use Event Surveys to collect your event-specific availability.

To change the availability type for a position:

  1. Click on SETUP in the left-side toolbar.
  2. Select #3 – POSITION SETTINGS.
  3. Under POSITIONS, select the position you would like to modify settings for.
  4. Under MANAGE SETTINGS, select
  5. Select AVAILABILITY TYPE in the drop-down menu.
  6. If applicable, select APPLY TO ALL POSITIONS.
  7. Click SAVE.