Getting Started with Hello Scheduling

Yesterday I had a great webcast with a customer who wanted me to give him an overview of Hello Scheduling.  So I figured I would write a quick post about how I think new organizations should get started.  Let’s break getting started into three simple sections:

  1. Adding your employees or volunteers
  2. Creating your schedule templates
  3. Scheduling your employees


 

Adding your employees or volunteers

During the set up of your organization, Hello Scheduling asked you to add your employees. All your needed to provide was a first and last name (no email address required).   If for some reason you skipped over the step, or you want to add new employees, simply click “Employees” from the top navigation area.

Select employees from the navigation menu

This will take you to the Employee section of Hello Scheduling.  To add a person, click “+ New Employee”.  Again, all we’ll need is the person’s First Name and Last Name.  If you have the employee’s email address, and you input it, Hello Scheduling will invite that employee to create an account.

To add a person, click "+ New Employee"

You can also store extra information, like:

  • The employee’s title
  • Mobile phone number
  • Employee ID

You can also set whether the employee is full-time hourly, part-time hourly, a salaried employee, or volunteer.

If you’re interested in having the employee edit the schedule — for example, you want to share scheduling duty with another employee — simply check the “Can edit schedule” box.

Add more information about the employee

Scheduling your employees

Now that you’ve created your schedule.  All you need to do is click on a shift and select an employee to schedule them.

Click a shift to schedule

Hello Scheduling is doing a lot of work in the background to make sure you’re not scheduling an employee for overlapping shifts, or during a time that they can’t work.

If you’d prefer to see all of your employees on the schedule, and what times they are working, simply switch the calendar from “Shift View” to “Employee View”.  Employee View will also show you the times/shifts that you are working (if you’ve scheduled yourself).

Switch between "Shift View" and "Employee View"

Conclusion

And that’s it — that’s all it takes to get started.  Tomorrow I’ll walk you through some of the more advanced aspects of Hello Scheduling.  If you have any questions, please feel free to email us or contact me directly.

Happy Scheduling!

Jon

 

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