Navigate to the “Schedules tab and then open the “Schedule Templates” sub-tab

Using the Hierarchy Navigation filter, select the location or level in which the schedule will need to be applied

Select “+” in the upper right-hand corner

Using the template selector, select a schedule template that would apply to the location - Note: if your Schedule Template is at a hierarchy level above the one you're creating a Schedule Planner for, you will need to toggle the "Override hierarchy permission" (more information on this in the above video)

Select the date that this schedule would start on. If I were to be scheduling for a 2 day weekend and applying a 2-day Schedule Template, select the Saturday on the calendar

Enter a name (required) and description (optional)

Click on the newly created Schedule Planner item to open up the details

Note that each day (Day 1, Day 2, etc.) now has a date associated with it. Please also note the "Person" icon next to each shift, indicating that an Employee can now be applied to said shift.

Click on the small person icon and select an Employee to fill the shift.
​Note: If you need to add an employee at a higher level than the hierarchical level you chose, you can turn the Limit to Shift Hierarchy switch off, which will show all employees. More information on this is in the above video.

Select the days that the employee will be working
​ Note: The Findd Scheduler will automatically check if the employee is already scheduled, has time off, or any other item in the Findd system that would prevent the employee from working. This will be displayed in red text with a red icon.

Once added to the schedule, a percentage will show as filled above the days the employee was added to.

Continue to add all employees to fill the shifts in this Schedule Planner. When all employees are added to all available shifts for each day, the percentage will show as 100%.

When you have completed your schedule planner and wish to post it, return to the schedule planners page

Click on the yellow “Post” button for the desired schedule planner
​Note: A confirmation pop-up will appear stating the conditions of the posting - how many employees will be receiving notifications, an alert if the schedule is not filled to 100%, etc.

Select "Save" on the popup to alert employees and post schedules

Once it has been posted, it will appear in the Posted Schedules section.

Posted schedules can be added as master schedules to be reused each week.