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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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:
Select a View:
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:
Drag and drop shifts to different employees or times to complete your schedule.
3. Save and Apply the Schedule
Save as a Template:
Copy a Week:
4. Publish and Print the Schedule
Publish the Schedule:
Click Distribute > Publish Week 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.