How to Build a Schedule on the Jolt Web Portal
Updated: Mar 10, 2021
Overview: Creating and managing schedules on the Jolt Web Portal is essential for effective workforce management. This guide will walk you through the steps to build and manage your schedule, including setting up roles, creating shifts, and applying templates.
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:
Create People and Roles:
Add employees and define their roles. For detailed instructions, see Add a Person and Create and Edit Roles.
Assign Roles to the Schedule:
Allocate roles to the schedule. Refer to Adding and Removing Roles | Scheduling for guidance.
Edit Role Colors:
Customize role colors for better visibility. See Role Color | Scheduling for more information.
2. Build Your Schedule
Log In:
Access the Jolt Web Portal and navigate to Scheduling > Make Schedule.
Select a View:
Choose your preferred view for building the schedule. For details on different views, refer to Schedule Views.
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.
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
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.
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
Publish the Schedule:
Click Distribute > Publish to notify employees of their schedules. For notification settings, refer to Scheduling Notification Settings and Types.
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.
Support: For additional help, contact Jolt support or refer to related articles for detailed instructions.