Managing Recurring Schedules
Set up and manage automatically repeating shifts for consistent coverage.
Last updated About 6 hours ago
Recurring schedules automatically create repeated shift instances based on your settings. This saves time and ensures consistent coverage without manually creating shifts each day or week.
Enabling Recurring Schedules
When creating a new schedule, in Step 2 (Recurrence), toggle on "Enable Recurring Schedule". This unlocks the recurrence configuration options.
Recurrence Patterns
Choose how frequently the shift should repeat:
Daily
The shift will repeat every single day. Use this for:
Full-time coverage requirements
AI shifts that should run 24/7
Employees with consistent daily schedules
Weekly
The shift will repeat on the same day each week. Use this for:
Regular weekly schedules (e.g., every Monday)
Part-time employee shifts
Weekend-only coverage
Monthly
The shift will repeat on the same date each month. Use this for:
Monthly review or maintenance periods
Specific monthly coverage needs
Setting an End Date
The Recurrence End Date field lets you specify when the recurring schedule should stop creating new instances.
Leave blank: The schedule will recur indefinitely until manually stopped
Set a date: The schedule will stop after this date (useful for temporary employees or trial periods)
Best Practices
Plan ahead: Set up recurring schedules at the start of each month
Use end dates for temps: Always set end dates for temporary or trial employees
Review regularly: Check the Shift History tab to ensure coverage is working as expected
Combine patterns: Create multiple recurring schedules for complex coverage (e.g., weekday + weekend schedules)
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