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Managing Roles in Your Schedule

How to manage roles in your schedule on the Jolt Web Portal including adding, removing, and organizing roles for shift assignment and workforce planning.

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Managing Roles in Your Schedule

Overview

This guide explains how to add and remove roles from the schedule in the Jolt Web Portal.

Prerequisites

  • You must have Location Website Admin, Content Group Admin, or Company Admin access.

  • Ensure roles are created before adding them to the schedule.

Role Settings

  1. Navigate to Settings β†’ Roles and open the role you want to use for scheduling.

  2. Under Role Details, check the box for Use For Scheduling.

  3. Click Save. The role will now appear on the schedule.

Schedule Settings

  1. Go to Scheduling β†’ Make Schedule.

  2. Scroll to the bottom and click +Add/Remove Role to Scheduling.

  3. Select the roles to use for the schedule, then click Save.


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