Short video guides for building, managing, and publishing your schedule. Watch them in order if you're new, or jump straight to what you need.
Use general availability to tell your schedule what days, locations, and shift times you prefer to work, so schedulers can build a schedule around your preferences.
Submit a PTO request when you need time off, either manually through the calendar or by asking the Scheduler Agent.
Submit a time on or time off request to tell the schedule when you want to work or when you cannot, as a one time request or a repeating one, manually or through the Scheduler Agent.
Sync your Soonest schedule to your personal calendar so your shifts show up automatically in Google, Apple, or Outlook.
Release a shift or request a direct swap when you cannot work a shift you were assigned.
Browse open shifts and claim or trade for one when you want to pick up extra work.
Call out sick or report an emergency on a day you are scheduled to work so your managers are notified and your shift can be covered.
Use Messages to chat with coworkers and admins directly inside Soonest, one on one or in a group.
Complete the Pulse check in after a shift to let your admins know how your day went and flag anything that needs their attention.
Use notification settings to control which schedules you hear about and how you get alerted, whether in app, by email, or by text.
Use Staff Roles, Users, and Tags to set up who works in your organization, what roles they hold, and how you group them.
Use the Locations manager to create and organize the physical or virtual locations your schedules and users work from.
This video walks you through it step by step.
Create shifts on your schedule to define when and where staff are needed, and which roles must fill them.
Manually assign specific people to the open roles on a shift when you want to choose who works it yourself.
Edit an existing shift to change who is assigned, its roles, its time, or how often it repeats, manually or through the Scheduler Agent.
Use this to copy the same shift assignments from one set of days onto another set of days instead of building them again from scratch.
Run the auto assigner to have the system automatically fill open shifts instead of assigning every shift by hand.
Use this when you need to remove the assigned people from a range of shifts, for example to reassign a few days at once.
Use this to remove a shift from the schedule entirely, whether it is a one time shift or a recurring one.
Use this to control when your team can see their assigned shifts, either publishing them once you are happy with the schedule or unpublishing them if you need to make changes first.
Use filters to narrow the schedule down to specific users, locations, roles, unassigned shifts, or other calendars so you can focus on just what you need to see.
Use Schedule Settings to configure the general setup of a schedule, including who works on it, time off limits, and which days and locations each person works.
Use layers to switch what you see on the schedule between shifts, PTO requests, and availability requests.
Use Requests and Approvals to review, approve, or deny pending requests like shift releases, time off, and other submissions.
Use this to generate a spreadsheet of worked hours per user for a date range you choose.
The Pulse AI dashboard turns your team's Pulse check ins into trends, alerts, and recommendations so you can catch burnout risk early.
Use this to send one message to an entire group of people at once, either by creating a group conversation or by asking the Scheduler Agent to send it for you.
If you have a question these videos don't cover, our team is happy to walk you through it.
Email support@soonest.io