Learning anything new takes time.īut scheduling apps like Homebase were built with small business owners like you in mind. If you’re used to Google Sheets or Excel, making the switch to an app like Homebase may seem daunting. Why Switch From Google Sheets and Excel to Homebase Make any changes you need to and hit the “Publish” button.Īnd that’s it! All the schedules you need are set up and ready to go for weeks to come.Do you see the wand icon in the “Open Shifts” box? Click on it, and - presto - you have your schedule ready to go.Choose the template you want to work with and hit “Apply.” Now we get to the good bit! Go to the week you want to automate and go to “Templates” in the “Tools” drop-down menu one more time.Name your weekly schedule template and hit “Create.” Go to “Tools” at the top of the “Schedule” page and select “Templates” from the drop-down menu.At the top of the table, there’s a row called “Open Shifts.” Click on a box in that row to add the roles you need for that shift.Inside the “Schedule” tab, select a week. You’re ready to make some weekly schedule templates.Click on a box and select “Unavailable” to show that an employee can’t work it. You’ll see a table where rows are employees and columns are days of the week.Go to the “Schedule” tab again and this time, click on “Team Availability.” If you know your team members’ availability, you can go ahead and set it.Assign the employee their maximum weekly hours, seniority, and roles. Find the “Auto-Schedule rules” at the bottom of the “Job Details” page.Click on any employee to open their profile. Click on the “Team” tab in the main menu to pull up a list of your employees. Now, to set up your employee auto-scheduling rules. Then, name the department whatever you like.
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