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Creating a new schedule

Creating a schedule from scratch? Or want to create a new schedule based on a previous schedule? Here’s how.

> Schedules > Create New

To create a schedule

  • Navigate to > Schedules
  • Click the ‘Create new’ button at the top of the page.

There are two main options for schedule creation

  • Create a blank schedule from scratch, or
  • Create based on previous, effectively rolling forwards all the shifts from a previous schedule.

Important things to be aware of before you start creating schedules

  1. Ento will not allow you to create more than one schedule that covers the same location and date. We recommend weekly or fortnightly schedules.
  2. If you are adding multiple locations to a single schedule, remember that only Ento managers with permissions that allow them to access to ALL the locations on that roster will be able to view that roster.

Creating a schedule from scratch

  • Go to > Schedule
  • Click the ‘Create new’ tab at the top
  • Create from Scratch
  • Enter in the name of your schedule (schedule names can be edited at any time)
  • Select the start date and end date for the schedule period (we recommend weekly or fortnightly schedules)
  • Select the locations for your schedule. You can create a separate schedule for each location, or have a master schedule covering multiple locations
  • Enter a budget for your schedule (optional)
  • Click Save

You will be directed to the schedule builder page which allows you to starting . For more on the Schedule Builder, be sure to check out our ‘Overview of the schedule builder’ support article.

Creating a schedule from previous

If your schedules don’t change a lot from one period to the next, this feature can save you a lot of time.

  • Go to > Schedule
  • Click ‘Create new’
  • Select the ‘Based on’ tab at the top of the page, and a drop-down box will show the name and date ranges of all of the schedules that you have access to in your account.

  • Select the roster to copy and Ento will pre-fill:
    • The name of the schedule based on the name of the previous schedule
    • The new date range based on the length and end date of the copied schedule
    • The locations covered by the schedule
  • Next enter a budget for your schedule (optional), and click Save.

You will be directed to the schedule builder page where you will see all of the shifts carried over to the new schedule.

If your account has Demand Driven Rostering (DDR) configured

In the case that your account has Ento’s Demand Driven Rostering feature configured, you’ll be presented with the option to toggle on Autocreate and/or Autofill to automate the building of your roster.

Autocreate will use the demand driver data to create shifts within the roster based on the headcount need. If you use ‘based on previous’, employees with  ‘consistent work patterns’ set will have their shifts copied across, and the remainder of the shifts will be created based on demand data.

Autofill will use automation based on information such as availability, base rate and star rating to cleverly assign staff to unassigned shifts within the roster.

Autocreate and Autofill can be used together or independent of each other.

Where to next?

Overview of the roster builder

 

Other related articles

Rostering shifts
Unavailability

Clocking in, requesting leave and more

New manager? Start here!

A closer look at how it all works

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