Publishing the schedule

🖥 Open in Shiftbase

Within Shiftbase it is possible to control the visibility of the schedule. This allows you to coordinate your schedule ahead of time, without your employees seeing it yet. By default, all schedules are visible to employees. In this article, we will explain how to set up automatic publishing, manual publishing and the methods on how to do so.

Contents

Publishing settings

Department variations

Manually publishing 

Checking the status

Publishing settings

To control how the schedule is published, you can first navigate in Shiftbase to Settings > Schedule > General. From here, you will see the setting: Automatically publish schedules. 

By default, the schedule in Shiftbase is always published by having the Day(s) in advance set to 365. 

By entering a number lower than 365, the days beyond will be unpublished. As the next day comes, one day ahead will be published automatically.

Department variations

For some departments, you might need a different publishing routine. For some departments, the schedule might always be known but for others, you would need some time to tailor the shifts. 

If so, you can make use of the department variations. 

Manually publishing

If you want full control of the publication status, without letting Shiftbase automatic publish the schedule in advance, you can set the option Automatically publish schedules to 0 in the Settings described above. This way, you always need to manually publish the schedule. The current day will always be published.

When you wish to publish the schedule, you can navigate tot the Schedule tab. First, open the day, week or month you wish to publish. In the top-right corner on Actions. Then click on Publish Schedule.

Now, you will see the publication status of the period you are currently viewing in the schedule. In blue, we highlight the days which are published. In white, we display the unpublished days. Click on the dates or the buttons on the right side to publish on unpublish a day.

Checking the Status

The publication status of the schedule is always visible on the top of the schedule. Next to the dates, you will find a blue or green dot, indicating the visibility of the schedule.

🟢 Green indicates that the schedule is published

🔴 Red indicates that the schedule is not published

The bar is interactive. By hoovering the mouse on a day, the full date will be shown. Also there is a button to publish or unpublish specific day in the schedule. If you see "Auto", instead of the publish button, it means that the schedule is automatically published as expained in the Publishing settings chapter above.