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eTimeGuide

Try publish, must cover, kiosk or swap.

    Guide for schedulers

    The weekly loop

    You keep the roster running. This is the rhythm most schedulers settle into: a few minutes each morning, and a little more when a new period is due.

    7 steps10 minutes a day
    StartRead it in the docs

    1. Step 1 of 7

      Check Today

      Today gathers what needs you, most urgent first, so you don't have to hunt.

      What to do

      1. Open Today. Read the four numbers at the top.
      2. Work down Needs you. Each line has its own button: Fill it, Pick, Approve, Review.
      3. Glance at Today's shifts and Away today.
      What you'll seeNeeds you: red is urgent, amber is worth a look.

      More in the docs: The overview, for managers

    2. Step 2 of 7

      Fill open shifts

      eTime only suggests people who can legally take a shift, ranked by cost, fairness and wishes.

      What to do

      1. On the roster, select an open tile, or press Fill it on the status line.
      2. In Fill vacancy, pick from Who can take it and press Confirm.
      3. Or use the suggested fix bar: Apply takes the best idea, More ideas shows others.
      4. To put anyone on a shift, press an empty day (a + shows), or + Add under a shift in the Shift types layout. Pick from the list.
      What you'll seeSuggested fixes, and a shift eTime filled on its own.

      More in the docs: Suggested fixes and auto-fill

    3. Step 3 of 7

      Handle sick reports and offers

      When someone reports sick, their shifts are offered to colleagues who can legally take them. You only pick.

      What to do

      1. The status line tells you who is off sick and what needs covering.
      2. Select the open shift and press Offer to all … who can take it. Everyone gets it at the same time.
      3. When people say yes, Needs you shows it. Press Pick, then Pick … on the best yes.
      What you'll seeThe status line points at the shift to fill.

      More in the docs: Offer a shift to everyone who can take it

    4. Step 4 of 7

      Approve swaps

      Staff arrange swaps between themselves. eTime only offers legal ones, so you just say yes or no.

      What to do

      1. Swaps waiting for you are at the top of Needs you.
      2. Read what changes and what it costs, then press Approve or Say no. Both people are told.

      More in the docs: Who approves a swap

    5. Step 6 of 7

      Publish

      Publishing sends the new roster to your team. People with shifts get a notification, if they have turned them on.

      What to do

      1. Press Publish, or Publish changes for later edits.
      2. If the button is grey, a rule is broken: fix it first.
      What you'll seeThe chip says when there is something new to publish.

      More in the docs: Publish

    6. Step 7 of 7

      Approve hours, check costs and export payroll

      Pay is worked out from approved hours, with night, weekend and overtime pay.

      What to do

      1. On Time, press Approve … that match to approve every entry within 15 minutes of the plan. Look at the rest one by one.
      2. On Costs, choose Worked to see pay from approved time.
      3. Under Payroll export, choose your mapping and press Download.
      What you'll seeThe budget bar on Costs.

      More in the docs: Costs and payroll

    That's the journey

    You know the path. For every button and symbol, read the docs. Or follow another journey:

    Owners and admins →Staff →