Sep 25, 2025
When building schedules that need to be finalized before employees can view them, there are two available options for creating draft schedules.
Option 1: Using the Sandbox
The Sandbox allows you to create and test schedules in a separate environment.
Important Note: The sandbox resets every night at midnight, so any work completed there will be erased.
Option 2: Using Shift Bidding Templates
This method provides a persistent draft environment that won't affect your live schedule.
Steps to Set Up Shift Bidding Templates:
- Navigate to Admin Panel > Employees > Shift Bidding Templates
- Create a test template that functions like a schedule
- Manually add users by clicking the settings wheel at the top of each group
Benefits of Shift Bidding Templates:
- Does not reset at midnight
- Work is preserved between sessions
- Does not affect the live schedule
- Allows for thorough schedule planning before implementation