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How to Build a Schedule on the Jolt Web Portal

This guide to build and manage your schedule, including setting up roles, creating shifts, and applying templates.

Updated today

Prerequisites: To build a schedule, you need at least one of the following admin permissions:

  • Location Website Admin

  • Content Group Admin

  • Company Admin

Important Keywords: schedule creation, shift management, role assignment, schedule template, Jolt Web Portal.

1. Schedule Setup

Before creating a schedule, ensure the following steps are completed:
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  1. Create People and Roles:

    • Add employees and define their roles. For detailed instructions, see Add a Person and Create and Edit Roles.

  2. Assign Roles to the Schedule:

    • Allocate roles to the schedule. Refer to Adding and Removing Roles | Scheduling for guidance.

  3. Edit Role Colors:

    • Customize role colors for better visibility. See Role Color | Scheduling for more information.

2. Build Your Schedule

  1. Log In:

    • Access the Jolt Web Portal and navigate to Scheduling > Schedule Builder.

  2. Select a View:

    • Choose your preferred view for building the schedule. For details on different views, refer to Schedule Views.

  3. Create or Edit a Shift:

    • Click on the calendar to add a new shift.

    • For precise timing, select the specific day and hour.

    • Set the Shift Start Time and Shift End Time. For volume marking, refer to Mark as Volume.

    • Change the Employee and Role as needed.

    • Define Stations specific to the shift. See Stations | Schedule for more information.

    • Click Save to finalize the shift.

  4. Manage Shifts:

    • Duplicate shifts by right-clicking on them.

    • Drag and drop shifts to different employees or times to complete your schedule.

3. Save and Apply the Schedule

  1. Save as a Template:

    • Once your schedule is complete, save it as a template for future use. This will display all shifts in the Unassigned Shifts section. For more, see Create/Apply Shift Templates.

  2. Copy a Week:

    • To apply the schedule to a future week, select Edit > Copy Week.

    • Choose from these options:

      • Paste and Replace: Applies all copied shifts and deletes existing shifts.

      • Paste and Merge: Applies all copied shifts while keeping existing shifts.

      • Clear Clipboard: Cancels the copy action without changes.

4. Publish and Print the Schedule

  1. Publish the Schedule:

    • Click Distribute > Publish Week to notify employees of their schedules. For notification settings, refer to Scheduling Notification Settings and Types.

  2. Print the Schedule:

    • For printing instructions, see Print Schedule | Web Portal.

5. Edit Published Schedules

  • If changes are required after publishing, unlock the schedule, make necessary edits, and republish. Only employees affected by the changes will be notified.

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