Creating and managing your schedule
Guides about using Indigo's Scheduler
By Marie1 author31 articles
- How to use the Scheduler in AttendanceBecome familiar with the layout of the Scheduler page before creating your company's workweek schedules
- Adjusting Custom Schedule Values for a Shift in your SchedulerYou can make quick changes to a shift's hourly rate, its cost centre, occupation and location in the Scheduler
- Allocating multiple shifts in the same day for an employeeCreating double shifts for employees is done by inserting a second shift underneath the first shift
- Introduction to Schedule PublishingFind out about the Schedule Publishing feature and how to switch it on
- How to use Schedule PublishingLearn how to publish and unpublish shifts in the Scheduler using the Schedule Publishing feature
- Block Scheduler to avoid shift changesLearn how to block dates on your Scheduler to prevent shifts from being modified prior to allocating attendance exceptions
- Control who can see employees' hourly pay in the SchedulerYou can allow certain Indigo Attendance users to see the hourly basic pay of employees in the Scheduler
- Copy, cut, paste or replace individual shifts in your SchedulerLearn how to make quick adjustments to your company's workweek schedule by editing individual shifts
- Differentiating salary and hourly paid employees in your SchedulerIndigo makes it easy to see which of your employees in your Scheduler are hourly paid
- How to Assign Shifts in your SchedulerBuild your company's workweek schedule by adding shifts in Indigo's Attendance Scheduler
- How to autogenerate attendance based on the SchedulerGenerating correct attendance via the Scheduler Attendance Calculation without importing or creating clockings
- How to print a scheduleLearn how to print your schedule in Indigo Attendance and how to include options to show analysed hours, cost centres, and occupations
- Importing schedule records to your SchedulerYou can allocate shifts in your Scheduler via Excel spreadsheet imports
- How do I import approved leave data into the Scheduler?Avoid creating understaffed rosters or schedule conflicts by importing approved leave data into your Scheduler.
- Making detailed adjustments to an individual shiftMake complete changes to a particular shift, such as attendance tolerances, rewards and penalties, and more, in your Scheduler
- Making quick edits and adding remarks to an individual shiftLearn how to make one-off changes to a shift's hours, cost centre, and attendance and break times without affecting the shift preset
- Resolving issues in your SchedulerYou will be notified of scheduling conflicts which can be fixed in your Scheduler
- Using occupation ranking to organise your SchedulerSort your Scheduler by order of high- to low-level occupations, or vice-versa, with the occupation ranking option
- Access a Shift's Attendance Exceptions within the Scheduler
- The Daily Schedule ReportThe Daily Schedule report lets you create a report on all allocated shifts for selected days from your Scheduler.
- Employee Schedule reportThis report lets you export your Scheduler data to a spreadsheet while letting you sort and group employee by different categories.
- Generating a daily manning reportA daily manning report gives an overview of staff availability and breaks at 15-minute intervals
- Generating a late arrival and early departure reportLearn how to run a report on late arrivals and early departures in your company's attendance records
- How to generate a Scheduler Export reportUsing the Scheduler Export report
- Scheduled Hours AnalysisMaximize your available scheduling hours by using the breakdown of employees' basic hours, leave hours, and overtime in the Scheduler
- Generating a scheduled hours reportLearn how to generate a detailed report about the scheduled work hours from allocated shifts in your scheduler
- Generating a Scheduled Hours Validation ReportYou can generate a report which compares employees' work schedule profile versus their scheduled hours
- The Shift Patterns screen and creating shift patternsBuild sets of diverse attendance patterns to use in your Scheduler.
- Allocating Shift Patterns in Your SchedulerLearn how to allocate existing shift patterns in your Scheduler, or how to quickly create new shift patterns from the Scheduler.
- Schedule an existing shift pattern for another employeeAssign an existing shift pattern to another employee in your Scheduler by typing in the first letters of the shifts
- Ending a shift pattern for an employeeLearn how to end a shift pattern for an employee at any point in the year in your Scheduler
