SchedulePro Product Updates

Support

1. Introducing the Daily Overview View

Designed for Supervisors and Team Leads, the new Daily Overview view is here to help you manage your team before each shift begins or during shift transitions, so you can quickly identify staffing changes that require immediate action.

What Is It?

The overview provides a single, comprehensive dashboard that shows:

  • Team Coverage: Who’s currently on shift, any last-minute or planned absences, and an option to mark team members as absent.
  • Auto-Update: Once an employee is marked absent, the schedule updates instantly to reflect coverage changes for your team.

This feature gives you complete situational awareness, helping you respond swiftly to ensure adequate staffing and smooth operations. It’s especially valuable for teams already using SchedulePro for leave management, as it leverages existing leave codes seamlessly.

Daily Overview is automatically enabled for all customers. For more details on functionality and setup, please visit here or contact support for questions.

Daily Overview View


2. AutoSchedule Has a New Look!

Now you can set leave request deadlines based on shift start times, adding more flexibility and accuracy to your scheduling.

  • Process Completion Percentage: Understand the progress of each run in real time.
  • Coverage Impact: See exactly how many openings are in the process of being assigned.
  • Assignments and Methods Used: View who’s assigned to each shift, along with the search methods and actions applied.

These updates bring greater transparency to AutoSchedule, enabling you to clearly understand its actions, progress, and how it impacts your shift coverage.

AutoSchedule Has a New Look


3. Introducing ScheduleView AutoScroll

You can now configure the schedule view to automatically scroll through content, making it easier than ever to display real-time scheduling updates on breakroom TVs or hallway monitors. By default, the page refreshes every 5 seconds, ensuring your team always has the latest information at their fingertips.

  • Hands-free: Keep schedules visible and up to date without any manual intervention.
  • Customizable Speed: Tailor the scrolling speed to fit your specific display requirements.
  • Increased Efficiency: Ideal for keeping your staff informed in fast-paced environments.

For setup help, please contact our support team.


4. Activity Log Now Shows Successfully Enforced Rules

The Activity Log in the Shift Editor has been enhanced and can now be set up to display all the successfully enforced rules during an assignment. This added visibility improves transparency and builds trust, enabling you to investigate shifts more thoroughly and respond to employee inquiries with greater confidence. For setup help, please contact our support team.

Activity Log Now Shows Successfully Enforced Rules

1.Introducing Call-Off Hotline

We’re excited to introduce the Call-Off Hotline, a game-changing feature designed for fast-paced operations with frequent call-offs. Keep your schedules updated and your operations running smoothly without the hassle of last-minute scrambles to fill open shifts.

Why You’ll Love the Call-Off Hotline:

  • Automated Absence Reporting: An automated phone line for workers to report last-minute absences, ensuring you’re always in the know.
  • Deadline Enforcement: Auto-enforces call-off deadlines, so you never have to worry about late notifications.
  • Essential Information Capture: Captures crucial details such as employee name, impacted shifts, and call-off reasons.
  • No More Manual Updates: Employee schedules and coverage summaries are immediately updated, freeing you from tedious manual adjustments.
  • Instant Notifications: Frontline managers receive instant alerts and are prompted to backfill openings, keeping your operations running smoothly.

Learn more here or reach out to our support team for access.

Introducing Call-Off Hotline


2. A New Way to Set Leave Request Deadlines

Now you can set leave request deadlines based on shift start times, adding more flexibility and accuracy to your scheduling.

  • Custom Deadlines: New options to set deadlines in hours before shift start times.
  • Better Flexibility: Adjust deadlines to match your needs per leave code.

A New Way to Set Leave Request Deadlines

Learn more here. Contact our support team for setup help.


3. Greater Leave Balance Visibility for Workers

Workers can now see their leave balance in real-time as they enter their time-off requests in the mobile app. If a request exceeds their available balance, they’ll receive an instant warning. This enhancement is enabled by default for all customers.

  • Real-Time Visibility: Instantly view leave balances while planning time off.
  • Avoid Overbooking: Receive immediate alerts to prevent exceeding available leave.

Greater Leave Balance Visibility for Workers

This feature is enabled by default. Contact our support team with any questions.


4. New Color Display Options for Employee Schedules

We’ve introduced a vibrant new option for schedule displays, complementing the original color accessibility option. Both options offer unique benefits:

Original Colors for Accessibility: Ideal for those who prefer a subtler color scheme, making schedules easy on the eyes and accessibility friendly.

New Color Display Options for Employee Schedules

New Vibrant Colors for Enhanced Visuals: Perfect for environments with many different codes, featuring bold hues that make employee schedules clearer and more intuitive.

New Color Display Options for Employee Schedules

  • Position and location colors are bolded, making it easier to distinguish between them.
  • Leave code colors now fill the entire cell.
  • Shift code colors appear in text if position/location colors aren’t selected.
  • Unpublished shifts are marked with dotted lines on the left.
  • Leaves during an unpublished period are shown in full color with dotted lines on the left.

You can choose the option that best fits your needs. For the best experience, our team will ensure your site is enabled with position and location codes.

1. New Default Settings for AutoSchedule

You can now configure AutoSchedule to open with all shifts unselected by default, reducing the risk of inadvertently modifying all shift codes when making schedule adjustments.

New Default Settings for AutoSchedule


2. Acknowledgment Now Required for Shift Pattern Rotation Adjustments

When assigning a shift pattern to an employee, the shift pattern rotation start date is locked and cannot be updated until the user checks the caution checkbox. This step prevents errors and unintended schedule disruptions, ensuring a smooth and more reliable scheduling process for employees.

Acknowledgment Now Required for Shift Pattern Rotation 
Adjustments


3. Skills Reports, Delivered Directly to Your Inbox

You can now subscribe to and schedule skills reports to be automatically sent to any email address. This new feature ensures seamless communication and timely insights, empowering HR to make informed decisions about training and hiring without the need for direct access to SchedulePro. Learn more about report subscriptions here.

Skills Reports, Delivered Directly to Your Inbox


4. View Rejected Leave Requests with Manager Comments on Mobile

Workers can now view rejected leave requests alongside manager comments in their SchedulePro mobile apps. This improves transparency and allows workers to promptly adjust plans, reducing the need for time-consuming follow-ups through phone calls, emails, or texts.

View Rejected Leave Requests with Manager Comments on Mobile


5. AutoCall Now Supports Secondary Phone Numbers

Employees can now be contacted for shift openings through their secondary phone numbers. This feature enhances their chances of being notified about open shifts, increasing their work opportunities while improving shift coverage.

AutoCall Now Supports Secondary Phone Numbers

1. Work Levels: Maximizing Scheduling and Coverage Efficiency

We’re thrilled to share an update regarding our Work Levels feature! While this feature has been a part of our platform for some time, we recognize that not all customers may be fully aware of its capabilities. Let’s examine three ways Work Levels can help to maximize your organization’s scheduling and coverage efficiency:

Enhanced AutoSchedule Prioritization
With Work Levels enabled, you gain more precise control over the order in which AutoSchedule fills multiple coverage gaps. This empowers you to strategically allocate resources to operational areas with the greatest impact, ensuring efficient coverage prioritization.

Richer Schedule View and Sorting Configuration
Work Levels allows you to prioritize and sort specific requirements within your schedule according to your preferences. This additional sorting capability, accessible in your organization settings, enables you to swiftly scan the schedule and zoom in on areas of interest, facilitating quick actions and decision-making.

Greater Compliance Assurance
For industries with strict regulations or unionized environments, such as Corrections and Public Safety, ensuring scheduling compliance is paramount. Work Levels offers peace of mind by allowing you to adhere to compliance requirements and fill shifts in the specified order.


2. Work Levels Is Now Even More User-Friendly

In our latest release, we’ve streamlined the management and setup of Work Levels to make it even more user-friendly. Now, you can import and export Work Levels in bulk, eliminating tedious manual setup processes. Whether you’re a seasoned Work Levels user or just beginning to explore its benefits, our support team is here to assist you every step of the way. Learn more here.

Work Levels Is Now Even More User-Friendly

Work Levels Is Now Even More User-Friendly


We recently made several exciting updates to SchedulePro, each designed to make schedule management faster and more transparent. Here’s what’s new from Q1—and why it matters:

1. Updated Jobs UI

If your site uses the Jobs feature, you’ll now see expanded visibility in the employee secondaries section—making job qualification tracking faster and more efficient.

What Is It?

The overview provides a single, comprehensive dashboard that shows:

  • View start and end dates for each job at a glance
  • Instantly see which jobs are set to rotate
  • Filter by position, location, or rotation without scrolling through every job

These enhancements give you better control and clarity when assigning employees to qualified work. Learn more about the updates to the Jobs feature in the HelpDocs article or contact support.

Updated Jobs UI


2. New: Employee Schedule & Availability Report

Gain a real-time snapshot of who’s scheduled, who’s available, and who volunteered to cover open shifts. This new report helps you make informed staffing decisions—whether you’re managing overtime or responding to last-minute changes.

  • See who is and isn’t scheduled
  • Use work reasons to determine how or why someone was scheduled
  • View shifts employees volunteered to work
  • Expose the report to employees so they know who they can offer coverage to
  • Sort by seniority or overtime to guide your scheduling decisions

Employee Schedule & Availability Report

For more details on how to run this report, visit HelpDocs here.


3. Improved Log Viewer

One of the biggest advantages of SchedulePro is the ability to review all activity within the system. With this recent update, the Log Viewer gets a new look and expanded functionality to make your research easier.

  • Collapsible filters help you focus fast
  • Expandable results let you review multiple changes at once
  • In-result filtering narrows your view in real time
  • Advanced search reveals every change made within the search criteria
  • Excel export makes it easy to save your results for further investigation or sharing

Whether you’re troubleshooting an issue or confirming that a scheduling policy was followed, SchedulePro’s new and improved Log Viewer helps you get the answers you need faster.

For more details on this update and how to navigate the Log Viewer, visit the HelpDocs article or contact support.

Improved Log Viewer


4. Enhancing the Daily Overview View

In November 2024, we introduced the Daily Overview feature, providing supervisors and team leads with a comprehensive dashboard to manage day-of scheduling effectively. Building on this, we’re excited to announce a significant enhancement: the ability to create and navigate between multiple ScheduleLens views.

What’s New?

  • Previously, users were limited to a single ScheduleLens view. Now, you can create multiple customized views tailored to different scheduling needs, enhancing your ability to manage various aspects of your workforce.

How Does This Benefit You?

  • Enhanced Flexibility: Customize views for different roles, locations, or shifts, allowing quicker access to relevant information.
  • Improved Efficiency: Seamlessly switch between different ScheduleLens views without reconfiguring filters, saving time and reducing errors.

Daily Overview is automatically enabled for all customers. For more details on functionality and setup, please visit the HelpDocs article or contact support.

Daily Overview


5. New Scheduling Experience with Improved Filtering

First announced in early March, this update improves scheduling visibility, flexibility, and efficiency—making it easier to manage and organize shifts. Here’s what changed:

  1. Content filters moved to the left – Always visible, expandable, and collapsible, no matter where you are on the schedule.
  2. Sticky display filters at the top – View type and date range selection are now separate, allowing for more flexibility. Some views support additional days, and users can select any duration up to the supported limit.
  3. Multi-select for Employee and Teams filters – Makes it easier to manage schedules across multiple groups in one step.
  4. Content filters applied on ‘Apply’ – Gives you more control over how schedule views are displayed by letting you finalize filter selections before they take effect.

These enhancements ensure faster navigation, better control over scheduling views, and a smoother experience when filtering and managing shifts.

For more information, please refer the HelpDocs article or contact support.

New Scheduling Experience with Improved Filtering

How the New Experience Works:

  • Enabled by default – Each time you connect, you’ll automatically see the updated interface.
  • Option to switch back – Use the button in the top-right corner to return to the old experience if preferred.
  • Feedback opportunity – If you revert, you’ll be prompted to share feedback (up to once per week) to help us improve the experience.
  • Session-based selection – Your preference will be saved for the duration of your session, and each new login will default to the updated experience.

Scheduling Experience with Improved Filtering