Creating Your First Schedule in 5 Minutes

Before You Start

Make sure you have completed the following setup steps. If you went through the onboarding wizard, most of these are already done:

• At least one location with zones set up
• At least one role created
• At least one employee added with a role and location assigned
• At least one shift template configured (CrewHR provides defaults)

Step 1: Set Coverage Requirements (2 minutes)

1. Go to Locations and select your location
2. Open the Schedule tab
3. In the coverage matrix, enter how many of each role you need per day
4. For example: set "3" for Nurses on Monday through Friday

This tells CrewHR what needs to be staffed.

Step 2: Create a Draft Schedule (2 minutes)

1. Go to Schedule Builder
2. Click Create Schedule
3. Enter a name like "First Week Schedule"
4. Select your location
5. Pick the date range (e.g., next Monday to Sunday)
6. Select the roles and employees to include
7. Click through to the generation step
8. Let the auto-scheduler fill in assignments, or add shifts manually

Step 3: Review and Publish (1 minute)

1. Check the coverage metrics to see if all slots are filled
2. Look for any gaps or conflicts
3. Click Publish
4. Toggle Notify staff if you want employees to receive a notification
5. Confirm

Your schedule is now live. Employees can see their shifts in the employee portal.

What Employees See

After publishing, employees who have been invited to CrewHR can:

• View their assigned shifts on the employee schedule page
• See shift details including times, location, and zone
• Plan their week based on the published schedule

Next Steps

Now that you have your first schedule published, explore these features:

• Save your schedule as a template to reuse it next week
• Set up time clock terminals so employees can clock in and out
• Create leave policies for managing time off requests
• Configure distribution rules to fine-tune how staff are spread across zones