Ask for their input on changes they would like to see and see if there are any areas where they think the schedule could be improved. Once you’ve created a draft schedule, send it out to your employees for feedback. Use the Table view in ClickUp to build your own customized spreadsheet. You can use a spreadsheet program or other suitable software to help you visualize the schedule and adjust it as needed. Using the availability information you’ve collected, create a draft schedule that takes into account your goals and employees’ preferences. Make sure to ask for both availability and preferences, as this will help you create a schedule that works for everyone.Ĭreate a task in ClickUp for each employee and include their availability and preferences as custom fields. You can do this by sending out a survey or simply asking each employee in person. Once your goals are established, you’ll need to collect employee availability. ![]() Use a Doc in ClickUp to brainstorm ideas and goals for your schedule. What kind of coverage do you need? What hours will your business be open? Are there any special shifts or events that need to be accommodated. ![]() Follow these six steps to create a schedule that works for both you and your employees:īefore you get started, it’s important to set your goals for the schedule.
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