Setting up the Scheduler

This article is your go-to guide for making the most out of Axial Shift's newest Scheduler. Whether you're a beginner or an expert, this article equips you with the knowledge on how to best set up your Scheduler. Initially, you may only need to complete some of these tasks once, but you can always come back to make edits or changes as time goes on.

Set your Schedules

It's your organization, and you know it best. You may schedule all jobs on one schedule, or you may break different jobs out into separate schedules. Either way, we've got you covered! If you want to group your jobs into different schedules, you'll need to create the Schedules themselves.

Once logged into the web platform, hover over your Settings menu and select Schedules underneath the Scheduling sub-menu.

When the Schedules page loads, you can either create a new schedule by clicking the green plus icon, or you can edit an existing schedule by clicking the edit icon next to the schedule of your choice.

From here, you can add/edit the name of the Schedule, and you can also add/edit the job codes that you'd like to include within that schedule. When completed, press Save.

Your schedules will be visible within your Scheduler the next time you navigate to it!

By Employee	By Job

Set your Schedule Locations

As with many jobs in a restaurant, they don't all perform the same tasks each shift. A server may work Section 2 one shift, and Section 4 the next shift. Therefore, it's helpful to create locations for job codes so you can easily communicate to team members on what they'll be doing for each shift. Click here to learn how to set up Schedule Locations so they are available for you when you go to write your schedules.

Blocking Dates for Time Off

Whether it's holidays, large events, or if you’ve reached the limit of time off requests that you can handle for a day, you can now mark specific dates as "blocked" which will prevent any further time off requests from being submitted for those dates. This enhances your communication with your team, while also balancing their availability, preferences and the restaurant's needs. For more information about how to block dates for time off, click here.