Publish & Send
Turn draft schedules into official plans and notify the right employees at the right time.
Publish the schedule
Steps
1. Click Publish & Send from the Planning interface.
2. Choose the time range to publish.
3. Select the employees who should receive the schedule.
4. Enable include open shifts if you want to send available shifts too.
5. Add a note when extra guidance needs to be communicated.
Email delivery notes
Key points
• If an employee does not have a work email, the wizard asks for it before sending.
• Publishing in weekly or monthly batches helps reduce unexpected changes.
• Use the note field to highlight important schedule instructions or updates.
Reports and sharing options
Key points
• Planning Analysis helps review shifts by employee, role, and duration.
• Print Planning lets teams print schedules by date range and grouping.
• Export calendar (.ics) allows employees to add shifts to Google Calendar or Outlook.