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SubItUp Training: Shift-Based Scheduling
1. Welcome to SubItUp!
What You'll Learn in this Course
2. Intro to SubItUp
Overview of SubItUp
3. Creating & Managing Positions
Food for Thought Before Creating Positions
How to Create, Edit and Delete Positions
How to Set Up Position Rules for Scheduling
4. Creating & Managing Staff
How to Create & Manage Employees
How to Create Managers & Setting Levels of Access
5. Manage Availability: Setting Rules for Scheduling & Reporting
How to Set Parameters for Automated Scheduling & Employee Shift Requests
6. Creating Scheduling Templates
How to Create Shift Templates for Positions Scheduled at One Location
How to Create Shift Templates for Positions Scheduled at Multiple Locations
How to Use Shift Templates for Seasonal Scheduling & Holiday Breaks
How to Create a Break Template
How to Create Schedule Buffers
7. Requesting & Managing Employee Availability
How to Default Shift-Based Availability
How to Request Employee Availability & Request for Time Off
How to Use the Message Center
How to Use the View Availability Summary
8. Requests for Time Off
How to Approve, Deny & Create Requests for Time Off
9. Generating Schedules
How to Auto-Generate a Schedule for One or Multiple Positions
How to Auto-Generate a Schedule for a Position with Multiple Locations
How to Auto-Generate Seasonal Schedules that Overlap
10. Schedule & Shift Management
Calendar Overview
How to Manage Shifts
How to Apply Breaks to Shifts
How to Copy & Paste Shifts
How to Group & Consolidate Shifts
How to Publish, Unpublish, Delete & Recover Deleted Shifts
How to Configure Shift Reminders Times
How to Create a Public Calendar
11. Managing Employee Shift Requests
How to Approve & Deny Request to Add/Pick Up & Swap Shifts
How to Set Social Scheduling Windows
12. Customer Support
How to Contact Customer Support
How to Create Shift Templates for Positions Scheduled at One Location
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