It’s been a while since we’ve posted on the blog (we’ve been hard at work on new features), so we wanted to share some of our favorite employee scheduling tips & tricks in Hello Scheduling — a few things you might not know, but could save you some time in the future.
Go Straight to Your Schedule from the Dashboard
If you’re on the dashboard, you can click on any one of your upcoming shifts, and you’ll automatically be taken to the scheduled day in one click.

Click a day to go straight to that day in the schedule
Copying Employees from Previous Shifts
If you’re an organization that uses templates, you can copy scheduled employees from previous shifts by selecting the “Copy scheduled employees from previous day” link at the bottom of the scheduling dialog.
Here you’ll see a list of previous days that you’ve scheduled using this same template, and with one click, Hello Scheduling copies over your scheduled employees.

Copy employees from previously scheduled shifts
Click Shift Tags to Select Employees with Tags
Many organizations use shift tags to define what types of employees they need for a shift (for example you might tag a shift with “Cash register” to ensure you always schedule an employee who knows how to use one).
To select employees that also have that same tag, simply click the tag in the “Shift tags” area and the appropriate number of employees will be selected.

Click shift tags to select employees with appropriate tags
Applying a Template to a Day
Although you may have set up recurring schedule templates — for example you use the same schedule every Monday — you can always override those templates and use whatever schedule you wish. Under the “Edit Day” button in the schedule, you can select to apply any of your templates to a day, set a day to “closed”, or start from a fresh schedule.

Apply any template to any day
Copying Templates from One Location/Department to Another
So you’ve set up your templates for one of your locations or departments, and now you’ve added a new location but it has no templates. Rather than creating new templates for each department, you can actually copy them from one location/department to another.
To do this, simply select “+ New Template” in the template editor. Under the “Copy Existing” drop down box you’ll see a list of all of your templates regardless of their department or location. Simply select a template to copy, name it, and now you never have to start from scratch.

Copy templates from one location/department to another
We hope you enjoyed these tips and please comment if you have any more to share.
Happy Scheduling!