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Set up in Ingage Scheduling

    This

  • Whatguide needswalks toyou through the key items that should be set up in Ingage Scheduling before beginningyou begin building your first schedule.

     

    Update Location Settings

    There are a few important settings that are managed directly in Scheduling (not in Sail Backoffice). These control how your schedule displays and behaves.

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    How to Access Location Settings

    Log into Scheduling → Configuration → Locations
    Double-click the location you’d like to edit (or select it and click Edit).

     

    Location Settings to Review

      • First Day of Week
        Choose which day you want your schedule to start on.

      • Next Day Starts On
        Select the time that defines when the next day begins in Day View.

      • Sort Employees By
        Choose managementhow employees are ordered within each job role on the schedule:

        • Availability

          First Last Name (Sally Server)

        • Last, First Name (Server, Sally)

      Click Save when finished.

       

       

       

      Update Job Role colors 

      When the initial sync occurs, each job role is automatically assigned a color. You can change these colors at any time.

      • Job role colors appear:

        • On the schedule view

        • What

          In the employee app next to their assigned role

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      How to Edit Job Role Colors

      Log into Scheduling → Configuration → Job Roles
      Double-click the job role you want to edit (or select it and click Edit).

      • Use the Color dropdown to select your preferred color.

      • Click Save.

       

      *Reminder: All other job role settings (permissions, schedulable roles, etc.) are managed in Sail Backoffice.

       

       

      Update Employee's Availability

      Currently, only managers and administrators can edit employee availability. Employees cannot update their own availability.

      This helps ensure availability changes are reviewed and approved before affecting the schedule.

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      How to Edit Employee Availability

      Log into Scheduling → Configuration → Employees
      Double-click the employee you’d like to edit (or select them and click View) and go to the Availability tab.

      Setting Availability

      • By default, employees are available from open to close.

      • Check Off all day if the employee is unavailable for the entire day.

      • Otherwise, set start and/or end times for when the employee is available.

      • Use the Notes field to add special requests or details.

      In the Example Above, Denzel is available:

      • Sunday: Available all day

      • Monday & Tuesday: Off all day

      • Wednesday: Available all day, prefers mornings

      • Thursday: Available after 5:00 PM (class during the day)

      • Friday: Available all day

      • Saturday: Available during the day, needs to be updateddone onby job6:00 rolesPM

       

       

       

      Create Shift Shortcuts

      Shift Shortcuts make scheduling faster and more consistent—especially if your shifts follow the same patterns each week.

      • Colors

        Shift Shortcuts define standard start and end times for specific job roles.

      • Creating shortcuts for each job role can save significant time when building schedules.

      • If

    • Whatyour needsteam regularly works the same shifts, setting these up ahead of time is strongly recommended.

      Click here to belearn updatemore onabout locationshow

    • Create Shift Short cuts

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