2140
What browser should I use?
For the best experience, use a modern, up-to-date browser such as Google Chrome, Microsoft Edge, Firefox, or Safari.
Older browsers may not support newer web features.
Recommended: Google Chrome for the most consistent performance across all Pace Scheduler pages, including the Calendar, Daily Shifts, and mobile views.
How do I train my department on Pace Scheduler?
We recommend having them watch the tutorial videos that we have built out already. They're quick and to the point, and will help them quickly pick up the necessary knowledge to be successful.
Basic Videos:
- Daily Roster - 4 minutes
- Grid (Basic) - 6 minutes
- Shift Menu - 3 minutes
- Person Menu - 4 minutes
- My Schedule - 1 minute
- Heads-Up Display (HUD) - 6 minutes
- The Visor - 5 minutes
- Support Center - 2 minutes
And then you can conduct some hands on training inside of the sandbox environment with them. Your sandbox environment is located at this link here: https://YourSiteHere.pace-sandbox.com (replace "YourSiteHere" with your subdomain) this is a great area to conduct training or test certain features out without it affecting your live site at all.
Where do I check if a coworker is scheduled with me next weekend?
This information can be found by going to the grid. Use the period selector at the top-left to move to future periods, then scroll to locate your group and coworkers.
How do I send my spouse a clean, personal view of only my shifts?
Go to My Schedule.
This view shows only your assignments, with no group context or coworker visibility. Press Ctrl+P on your keyboard to use your browser’s print-to-PDF or screenshot tools to share a simple snapshot.
Where do I tell my supervisor when I’m available to work?
Submit your availability in Availability located at the top-right inside of the dropdown where your initials are located.
Your department may require this before each scheduling period.
For information on how this submitting your availability please visit this page here.
How do I get today's roster to someone outside the system?
Go to Daily Roster. At the top-right, use Export to download the roster and send it externally. This export includes assignments, notes, and coverage details for the day.
How do I submit a request that only affects my schedule (time off, OT, assignment preferences, etc.)?
Right-click your own shift on the Grid or from My Schedule and choose the appropriate request type.
How do I submit a request that involves another person (shift trade, shift cover)?
Right-click the other user’s shift on the Grid. Choose Trade or Cover, then follow the on-screen steps. Your request will route to the supervisor or Admin according to your department’s workflow.
As a Supervisor/Admin, how do I edit a single day or shift?
Right-click the shift on the Grid to open the Shift Menu.
From here, you can:
-
Edit shift details
-
Adjust assignments
-
Change shift types
-
Add notes
Please watch our tutorial video on the Shift Menu for more information.
How do I quickly add a week of vacation for someone who did not submit a formal request?
- Press and hold the CTRL key on keyboard
- Then, left click the week's work of vacation, cell by cell.
- While still holding the CTRL on keyboard right click the last cell
- Select "Time Off" Add the Vacation time off type
- Save the changes
How do I view next month’s schedule?
Use the period selector at the top-left of the Calendar to switch to future or past schedule periods.
How do I filter the Grid so I only see my group or a smaller set of people?
Click the Schedule View (group selector) at the top-left of the Grid page. Choose the specific schedule or group you want to view. If your department uses additional filters (such as role filters or assignment filters), you will see those options displayed here as well.
How do I post and fill extra shifts for an upcoming event?
Add the extra shifts
-
Right-click the Extra Shift row for the applicable date.
-
Select Add Shift(s).
-
Enter the quantity and details.
Notify eligible users
Use the Save + Message to alert users about newly available Extra Shifts. They can submit Claims, which you can approve from the Pending Request page.
How do I monitor minimum staffing to ensure coverage?
Minimum staffing rows appear at the bottom of each group on the Grid.
These rows show:
-
Required headcount
-
Current staffing count
-
Whether the group is above or below requirement
For more information on this please visit this knowledge article on Establishing Minimum Staffing Protocols and Understanding Minimum Staffing.
Is there a faster way to schedule people who work the same shift pattern every week?
Yes. Use Shift Series to assign repeating rotation patterns. Shift Series automatically schedules users according to predefined rotation rules (e.g., 4-on/4-off, 5-on/2-off).
For detailed information on how to use Shift Series please view these helpful tutorial's on Shift Series and Shift Series 2 (Stacking)
How do I quickly view someone’s contact information or time bank balances from the Grid?
Right-click the person’s name on the Grid.
This opens their profile preview with:
-
Contact information
-
Banks & Balances
Where is the Message Blast feature now located?
Message Blasts are available in:
Admin Panel > Message Blasts
You can send email and/or text messages to:
-
Individual users
-
Groups
-
Specific shifts
-
Entire department
Message Blasts are a one-way communication stream only. The individual receiving the message could, in theory, reply; however, the sender will not receive the receiver's message.
Can I edit items on the Daily Roster page?
Shifts can be edited by right-clicking on them. Columns can be adjusted by using the settings wheel at the top left of each group. Group Note (paper-icon) at the top of each group is also editable. All other edits must be made from the Grid.
