How to Create Schedule Groups in Axial Shift

Organizing your schedule by job codes in Axial helps streamline scheduling and gives you better visibility into your team’s coverage. One of the best ways to do this is by creating Schedule Groups, which allow you to group employees by role or function directly within the scheduler.

Here’s how to create a Schedule Group in just a few steps:

1. Hover over the Settings menu
   Start by navigating to the top of your screen and hovering over the Settings tab.
2. Click on "Schedule Groups"
   From the dropdown, select Schedule Groups to access the configuration area.
3. Click the Plus (+) Sign
   In the top-right corner of the page, click the plus (+) icon to create a new schedule group.
4. Name Your Schedule Group
   Give your group a clear, descriptive name that reflects the job codes or roles it includes (e.g., "Front of House", "Kitchen Staff", or "Hosts").
5. Select Job Codes
   Use the dropdown menu to select the job codes you want to include in this group. You can select multiple codes depending on your team structure.
6. Click Save
   Once you’ve configured the group, click Save to finalize your changes.

After saving, your new Schedule Group will appear in the scheduler. Employees will now be organized by the job codes you selected, making it easier to manage and visualize your staffing.

How to Create Schedule Groups in Axial Shift