This article will show you the different shortcuts of the "Create" button in the scheduler.
Actions shortcut in the "Schedule" tab
The "Create" button accessible in the scheduler is a shortcut button that allows you to do several actions.
1) Create a shift
It is possible to create a shift via the "Create" button.
See this article for more details.
2) Create an open shift
It is possible to create a shift to fill via the "Create" button
See this article for more details.
3) Create a time off
It is possible to create Time off via the "Create" button.
See this article for more details.
4) Training
It is possible to create a training shift via the "Create" button.
See this article for more details.
5) Note
It is possible to leave a note for a specific day that will be visible either by employees or by supervisors and managers only.
6) Create an employee
If your role allows it, you can create an employee via the "Create" button.
For more details on what information to fill in when creating an employee, please see this article.
7) Create and modify positions and sub-positions
Administrators and managers of all locations have access to create and modify positions via the "Create" button.
For more details on how to create and modify positions, please refer to this article.
8) Create and manage shift templates
Administrators and managers of all branches have access to create and modify shift templates via the "Create" button.
For more details on how to create shift templates, please refer to this article.