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Guides in plain words

Each guide is short and follows the screens you see. Start with the first three, then read the others when you need them.

Getting started

Set up your schedule

Sign up, pick a template or start blank, and answer the setup questions.

Import your spreadsheet

Upload the file you plan shifts in today, answer a few questions, and create your schedule from it.

Add and invite your people

Add people one by one or paste a list, then send each one an invite.

Rules: Must and Try to

Add the rules every schedule follows, and change their numbers.

Every period

Draft a schedule

Let ScheduleSolve fill the period, then read the summary and the gaps.

Home: what needs you

The cards on Home, and what each button does.

Post the schedule and tell your team

Post a period, and how ScheduleSolve tells only the people affected.

When someone can't come

Sick calls and no-shows: take the person off and pick the smallest fix.

Open shifts and pick-ups

Offer gaps to people who can work them, and pick who gets each one.

Swaps and give-aways

How staff trade or give away a shift, and how you approve it.

Time off requests

How staff ask for time off and how you approve or decline it.

The schedule grid and short codes

Read the grid, change a cell, and type or paste short codes.

Ask and explain

Why? on a cell, questions in search, the Home assistant, and requests in plain words.

Your staff

The staff app

What your staff see, and how they sign in without a password.

Payroll

Timesheet summary and export

Hours by pay code each pay period, and a file for your time system.

Larger teams

Teams and team managers

Split your business into teams and limit a manager to their own.

Undo and History

Take back a change, and see who changed what.

Your account

Your plan and billing

The free trial, starting a plan, invoices, changing or cancelling.

Still stuck?

Write to [email protected]. A person reads every email.