Welcome to the beginning of your Celayix Free trial!
In this article we will dive into the basics of the scheduling page within your account.
This article will cover the features of scheduling in Schedule Xpress:
Here is an overview of what you will see at first login. Let's take a deeper look at what is on this page.
On the left hand side you have the tool icons which lead to other parts of the scheduling process, including set up. To see a quick glance at what they mean scroll over the icons.
Note: Messages is turned off for the free trial.
To return to the scheduling page at anytime, select the top icon for the schedule!
Schedule Page Overview
To begin, let's look at the scheduling page to begin and what we control from here.
We have a date selector which you can use to adjust the dates to any time period, including custom date periods. Use the < and > icons to go backwards and forwards in time.
Once you have data entered into your account, you can filter the view down based on several criteria by selecting on the Retrieve shifts for . This is a great way to see a specific visual.
Changing the Displays
To change the details on the way shifts are displayed, hit the display icon and adjust to your preference.
These can be adjusted at anytime and are custom to the user, i.e. once you have multiple users if they have a preference, they can adjust this page.
Save, Undo, Redo and Refresh
On the command strip you also have a save, undo and refresh. These will be very useful once you are creating and distributing schedules!
The wrench icon is where you will be doing scheduling actions beyond adding individual people to individual shifts, including autofill, AI, Notifying employees on bulk or individually, find replacement actions, and shift bidding.
Note: Celayix AI (Suggest Employee and Verify Schedule) is only available when there is sufficient shift history. Free trials will not have access to that. However, to learn more check out our AI page and AI video.
Likewise as the above icon, the shift tools are where you will take actions like adding, repeating, updating, and deleting shifts, as well as, applying a template.
You can refer to our guide named Celayix Free Trial: Creating Shifts for more support.