Building the schedule
Build a weekly schedule with templates, shifts, assignments, borrowing and Smart Fill.
Guides
- Add a shift manuallyAdd a single shift to the schedule by choosing the date, shift code, role and number of slots, then save it as a draft.
- Apply a roster template to a weekStart the week's schedule quickly by applying a saved template in Inside. The template creates draft shifts that you can then assign and adjust.
- Assign a worker to a shiftChoose an eligible employee for an open shift slot from the selector, check any warnings and save the assignment as a draft.
- Borrow staff from another outletFill a shift with someone from another outlet for a short time. Borrowed staff are shown with their source outlet.
- Edit a draft shiftChange the timing, role or assigned person on a draft shift before you publish the schedule.
- Fill shifts automatically with Smart FillRun Smart Fill to assign eligible people to prepared shifts, then review unfilled slots and conflicts and fine-tune the results before publishing.
- Set up Smart Fill rulesChoose how Smart Fill picks people for shifts, including eligibility, priorities, fairness, budget and minimum hours, preferred working hours, one shift per day and rest.
- Split a shiftSplit one shift into two parts, either in the same role or across two different roles, for example when someone covers two jobs in a day.
- Understand the Schedule tabsA guide to the tabs in Inside's Schedule area, such as Requests, Roster, Shift Planner, Outlet Demand, Members and Statistics, and why the tabs you see can differ by outlet.