Build the schedule

Assign employees to shifts, handle call-offs and replacements, and stage changes in a draft before applying them.

The schedule lays out who works which shift on which day. Each entry is an assignment: one employee, one shift, one date. You can assign people directly, stage a batch of changes in a draft, or let Workcell propose a schedule for you.

Assign people to shifts

  1. Go to Workforce > Schedule and open the week you are scheduling.
  2. Select a shift and day, then Assign an employee. The assignment picks up the shift's start and end times, which you can override per assignment.
  3. To assign many at once, use the bulk assign action; duplicates (same employee, shift, and date) are skipped.

Handle call-offs and replacements

  1. Call off an assignment when someone cannot work it, choosing a reason (Sick, Personal, Emergency, No show, or Other). A called-off assignment cannot be edited; reinstate or replace it instead.
  2. Replace an assignment to swap in a different employee. The replacement inherits the original's shift, date, and times and is linked back to what it replaced.
  3. Reinstate undoes a call-off, or restores a removed assignment.

Stage changes in a draft

When you want to plan a week before committing it:

  1. Create a schedule draft for the week.
  2. Add the changes you want as draft mutations (assign, unassign, call off) without touching the live schedule.
  3. Apply the draft to push every change to the live schedule at once. A draft can only be applied while it is active; applying it once marks it applied.

Let Workcell propose a schedule

The schedule screen can auto-propose assignments across your active shifts and available employees for a date range. You review the proposal and accept the assignments you want. How the proposal is generated is engine logic and is not documented at the customer tier.

Assign (direct)  ┐
Draft -> Apply   ┼─>  Live schedule  ->  Call off / Replace / Reinstate as the day changes
Auto-propose     ┘

Where to go next