Go Live checklist

Here is everything your agency needs to set up before your team starts scheduling, punching, and requesting time off in Crew Scheduling. Work through it in order — later steps pick from lists the earlier steps create.

What to do after setup

Once setup is complete, have a few crew members sign in, find a shift on My Schedule, and punch in and out once. Review that first punch on Time Management, approve it, and you have walked the whole loop the agency will run every pay period.

Go Live checklist

Make sure your people are in Unified

Employees are added in the Unified admin portal, not in Crew Scheduling.
Everyone who will schedule, punch, or approve needs an account there first.
They appear on the Employees page automatically.

Build your reference lists

In Settings, create your divisions, then locations, then resource types and resources, plus your qualifications.
Everything else picks from these lists.
See Divisions, locations, qualifications, and resources for details.

Set your company preferences

Decide the punch clock rules: grace windows, whether punching requires a scheduled shift, and any network restriction.
Set the pay period frequency and start date, then click Generate Pay Periods.
Set the day and night shift start times.
See Company preferences for details.

Create time off types and policies

Add your time off types (PTO, Sick, and so on) and the accrual policies behind them.
See Time off types and policies for details.

Set up each employee

Open each person on the Employees page.
Set their division, start date, hourly or salary pay and rate, and qualifications.
Assign their time off policies, and add a balance adjustment for any hours they are bringing with them.
See Managing an employee for details.

Build rotations and shift templates

Create your rotations (24/48s, platoon cycles) with a Sunday start date.
Build a template for each recurring shift, with its qualification slots and headcount.
See Shift templates and Rotations for details.

Publish the schedule

Open Templates, click Manage Schedules, pick a start date, and publish a month or more.
Check the Coverage view for holes and fill them.
See Publishing the schedule for details.

Show the crew the basics

Point everyone at the wiki articles for punching in and out, viewing their schedule, and requesting time off.
Have each person subscribe their phone calendar to their schedule.
See Punching in and out and Adding your schedule to your phone calendar.