How to Add Scheduling Notes

Before You Start:

Please note that before adding a note, you have the option to select the type of note you want to include, whether it is a general note, an event note, a day off, or any other relevant category. This allows you to input important information or specific details about the event or task in this section. You can include instructions, reminders, objectives, or any other relevant information that you wish to associate with the scheduled activity.

To add notes to employees, please follow the steps below:

1. Navigate to the Schedule section.
2. Open the calendar.
3. Within the Schedule Section, you will see the Calendar Section. Choose the Shift Section to Add a Note that is specific to an employee.

Dashboard > Schedules > Calendar > Shift > Note

To check if a note has been added in the Shift/Calendar section, follow these steps:

1. Go to the Schedule section.
2. In the Schedule section, you will find the Calendar section.
3. Open the Calendar section and it will display all the notes that have been added. Here, you can check if the desired note is present or not.

By following these steps, you will be able to easily verify if a note has been added in the Shift/Calendar section.

How to Add a Note without Selecting a Shift Schedule:

If you only add a note without selecting a shift schedule, all the shift details will be disabled, and only the note section will be active.

• Select Sift Section
• Click Only Note Check Box
• Add Note

Printing Note

Choose the Best File format for your needs. PDF, Excel, and CSV are common file formats for printing Notes. Before printing, carefully review the Note to ensure that all of the information is correct and formatted correctly.

Dashboard > Schedules > Calendar > Print

How to add notes on a mass level by deleting preassigned shift

If the shift has already been assigned on a specific day and the notes need to be added on those days, it can simply be assigned by selecting the delete shift option in the mass assignment tool, as shown in the screenshot below.