How to Draft Schedules

Draft schedules in the web portal let you adjust and review shifts before sharing them with your employees, improving the accuracy of the final schedules you display. They also give your management team the opportunity to test and validate schedules before publishing if needed, after which multiple draft schedules can be published in bulk.

To set up a draft schedule:

1. Log in to the ClockShark Web Portal.
2. Click SCHEDULES in the top-left corner.
3. Click Add Shift in the top-right corner.
4. Select start/end dates and times in the Shift field, select Employees, Job from the dropdown options.
5. Select or add a Task, and enter Notes if you need.
6. Click Save Draft.

To convert a published schedule to the draft schedule:

1. Log in to the ClockShark Web Portal.
2. Click SCHEDULES in the top-left corner.
3. Click the shift and then click Unpublish.

On the Schedules page, shifts with a draft status are displayed with a dotted border. The Publish icon in the top-right corner shows the total number of draft shifts within the selected date range.

Once you are ready to publish the draft schedules, you can do so individually or in bulk.

To publish draft schedules in bulk:

1. Click Publish in the top right corner.
2. On the Publish Shifts pop-up, click Publish after confirming the number of total shifts.

And then the shifts are updated to live.

To publish draft schedules individually:

1. Click the draft scheduled shift in the timetable.
2. Click Publish.

Note: If you need to update shift details before publishing a draft individually, click Edit first. After making changes, click Publish to convert the draft shift to live.