79 tips and tricks for better scheduling

• 1. You can save your changes at any time by pressing CTRL + S.
• 2. You can undo any unsaved mistakes by pressing CTRL + Z.
• 3. You can make changes to multiple cells at once by box-selecting them first with your mouse.
• 4. You can move back and forward through the weeks by pressing CTRL + left/right arrows on your keyboard.
• 5. For the best experience we recommend using an up to date browser such Google Chrome, Safari or Firefox.
• 6. You can right click any staff member or facility on your roster to swap their shift with another.
• 7. To split groups of shifts you can add a separator by entering a dash "-".
• 8. You can reorder your staff and facilities by dragging them up/down the left hand column of the roster.
• 9. You can change all references to "Facility" to anything you like via the display settings screen.
• 10. We will never extend your subscription or charge your credit card unless you request us to.
• 11. If you purchase a 12 month extension you'll automatically receive a 20% discount.
• 12. You can save your data offline, so if you make a mistake or lose something, you can easily restore it!
• 13. For better printer and layout options we recommend you export to PDF first.
• 14. You can export your employees to a CSV file, make changes in Excel and then re-upload them.
• 15. Real-time reporting on the staff view will help you track staff costs and hours while you're scheduling.
• 16. You can use the reports to budget, forecast and track hours worked by staff and their associated costs.
• 17. You can track staff holiday, sick leave, training and other types of leave with the time off report.
• 18. You can quickly send a text or email at any time using the "Send a message" link in the menu.
• 19. You can enter global hourly rates and rate exceptions for all staff under Settings -> Pay rates.
• 20. You can enable staff to edit their own schedule from the "Permissions" link on their staff profile.
• 21. Outbox messages won't be generated for staff that have opted out of receiving roster updates.
• 22. You can reset staff passwords at any time from their staff profile.
• 23. You can add as many employees as you want to your roster at no extra cost.
• 24. You can stop your time off managers from approving their own time off requests from the settings screen.
• 25. You can use your text credits to automatically send shift reminders to staff the day before their shift.
• 26. You can change the start date of your holiday year from the settings screen.
• 27. You can add guests to your team, giving them read-only access to view any upcoming shifts.
• 28. You don't have to enter staff email addresses, first names or last names. Just enter their initials!
• 29. You can change the first day of your reporting month from the settings screen.
• 30. You can keep your staff's contact details private from each other with options found in your privacy settings.
• 31. You can give staff the option to request and cancel shifts online. Requests are hidden until approved.
• 32. You can filter the reports by facility for a closer look at your where your staff hours and costs come from.
• 33. You can group the results of the budget report by week or month for a more top level view of your costs.
• 34. If you copy one cell and box-select a range before pasting it will paste into all the selected cells.
• 35. You can use the arrow keys to change the selected cell. You can hold shift to select a range of cells.
• 36. You can take a top level view of staff time off throughout the year with the time-off planner.
• 37. The notice board is public for all staff to share information. You can share files via the "Uploads" area.
• 38. You can change the default colour of shift times, comments, requests and more on the colours and fonts screen.
• 39. You can change the start and finish days defining your roster working week from the settings screen.
• 40. You can change the "reply to" email address of staff alerts to any email address in your communications settings.
• 41. You can switch the display format for times on the roster from 12 hour to 24 hour in your display settings.
• 42. You can add time off from the roster by selecting a range, right click menu -> "Add" -> "Time off".
• 43. You can add a new shift or comment by double clicking in a cell.
• 44. If you want to copy a cell check you haven't selected an item inside it first (beware of the black arrow).
• 45. If you type your staff or facility names as a comment the system will automatically match them up for you.
• 46. You can quickly copy a shift by holding SHIFT while you drag it with the mouse.
• 47. You can change the currency symbol in the reports from the help section or from your profile (as a manager).
• 48. You can change the date formats in the system from the help section or from your profile (as a manager).
• 49. You can customise the site with your own logo and sub-domain free of charge.
• 50. You can quickly transfer data to and from your templates by copying and pasting.
• 51. You can close any message box with the ENTER key, or by pressing the first letter of the text on the button.
• 52. To quickly select a column of cells you can click a cell and press CTRL + SHIFT + D.
• 53. To quickly select a row of cells you can click a cell and press CTRL + SHIFT + R.
• 54. To quickly add a staff holiday you can click a cell and press CTRL + SHIFT + H.
• 55. You can copy and paste cells (one or more) with the keyboard using CTRL + C to copy and CTRL + V to paste.
• 56. To scroll straight to the bottom of the roster press END or CTRL + END for the bottom right corner.
• 57. To scroll straight to the top of the roster press HOME or CTRL + HOME for the top right corner.
• 58. To scroll left and right along the roster press SHIFT + PAGEDOWN for right or SHIFT + PAGEUP for left.
• 59. If you ever decide to leave just let your account expire. There's no need to delete yourself or deregister.
• 60. By holding CTRL whilst selecting with your mouse you can create separate, split selections on the roster.
• 61. To keep your report history accurate you can set start and end dates on staff pay rates as they change.
• 62. Staff can request multiple shifts at once by highlighting multiple cells before right clicking to request.
• 63. Administrators can add custom columns to staff and facilities, storing data specific to their business.
• 64. Data stored in custom columns can be kept private, shared with managers, shared with staff or made public.
• 65. Data stored in custom columns can be used to filter data across the system, including reports and the roster.
• 66. You can filter your roster by facility, department, job title or any custom column you add to the system.
• 67. Using formulas, you can create smart filters. Useful for filtering staff by age, or how much they're paid.
• 68. You can set up a 2nd set of rates within Findmyshift to help track how much you should charge your clients.
• 69. Staff can receive free push notifications for shift reminders on their Android and iOS devices.
• 70. You can avoid duplicate rates for each day of the week by creating "Weekday" or "Weekend" rates.
• 71. You can sort the staff and facility pages by clicking on the column headings.
• 72. You can display departments and job titles of staff beneath their names of on the staff view.
• 73. Administrators can choose to get notifications when their subscription or text credits are running low.
• 74. Salaried staff can earn overtime by adding an x1 rate multiplier beneath their overtime shifts.
• 75. Staff that earn a day rate can earn hourly overtime by adding a rate multiplier to their overtime shift.
• 76. When salaries, day rates or hourly rates are entered our reports can forecast labour costs in real time.
• 77. Day rates are only ever paid when staff work a shift however salaries are paid every weekday regardless.
• 78. Rate exceptions apply to day rates in the same way they do to hourly rates.
• 79. You can set a shift as unpaid by adding x0 or unpaid in a comment beneath it.

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For more help managing your staff roster you can browse our knowledge base, or send your questions to the team.