Schedule: Overview

In this section you’ll learn

How to fine-tune a schedule’s Mobile Settings (shift acceptance windows, time-off rules, claims, replacements, check-in options).
How to set Default Values such as week start-day, standard hours, and maximum hour limits.
How to configure Notification Rules so portal and mobile users receive email, SMS, or push alerts for key scheduling events.

Scheduling is a mobohubb tool that enables assigning jobs or shifts to each user while simplifying oversight. With a well-organized schedule, you can efficiently allocate resources, uphold high-quality customer service, and enhance productivity.

Pay Rate Calculation

mobohubb calculates a user’s pay rate based on two different settings:

Role Assigned to the Shift: If a shift is linked to a specific role, mobohubb uses the pay rate from that role. You can view or modify these rates in the Roles configuration menu.
User Configuration: If the shift has no role, the system automatically pulls the pay rate set in the User configuration menu.

Manage the Schedule

Navigate to the portal’s top menu.
Go to "General Settings".

Click Settings in the top menu to access various organization configuration options.

Within the Configuration area, click "Scheduling."

Click directly on the Schedule name you want to open.

You can use filters to find it quickly.

General schedule view opens, typically in week view by default.

Schedule Overview

A schedule is divided into the toolbar, grid, users, unassigned shifts, schedule bar, and header:

Header: Displays the schedule name.

Tool Bar: Contains filters, search bar, date selector, time selector, request button, actions button, publish button, the 3-dots menu, and the Add New button.

Schedule Bar: Displays the view, hours, and view options.

Shift View: Shows user columns, assigned shifts, and hours details.

Unassigned Shift View: Displays shifts available for users to claim.

Tool Bar

The toolbar includes functions to change how the schedule is displayed and to perform quick actions.

Filter

You can apply Quick or Advanced filters by clicking the “Filter” button:

Quick Filters: By default, quick filters are divided into categories: User, Shift Title, Role, Work Status, and Shift Status. Click items to create new filters, then press “Apply”.

Advanced Filters: Switch to advanced filters to define multiple logical conditions. Each filter is composed of Label (data categories), Compare (equals, not equals, contained in, etc.), and Value (the matching text). Press “Apply” once done.

You can return to Quick Filters by pressing "Switch to Quick Filters".

Search Bar

This is a graphical UI element that accepts keywords or phrases to quickly locate specific info—especially handy in list views.

Time Selector

Choose between day, week, month, or list view:

Week View: The default balance of the current day, the past few days, and the upcoming days.

Day View: Offers detailed, hour-by-hour visuals for a single day.

Month View: Provides a broader overview of shifts in a calendar-like format.

List View: Groups data by user, and allows exporting as an Excel file.

Date Selector

Select a specific date to view. This can open an interactive calendar, making it easy to pinpoint a day.

Requests

Access user requests (e.g., Time Off, Claim Shift, Replacement Requests) within the scheduling interface. Admins can accept, reject, or set them as pending.

Actions

Within the scheduler, clicking “Actions” reveals various operations. Visit our dedicated guide on Actions.

Unpublish Week: Converts published shifts to drafts, hiding them from mobile users.
Copy Form Template: Opens a window with ready-to-use templates.
Clear Week: Deletes all not started shifts in the current view.
Save as Week Template: Saves the present week’s layout as a reusable template.
Copy Previous Week: Brings over last week’s shifts into the current week.
Add or Edit Unavailability: Manage the times users are marked as unavailable.
Export PDF: Downloads the current view as a PDF (appears in “Downloads” if it exceeds file size limits).

Publish

The Publish button makes shifts visible to mobile users. Until published, shifts remain drafts and are hidden from employees. Confirm publishing after reviewing any alert messages to ensure correctness.

Add New Button

The Add New button includes multiple scheduling features:

Add New Shift (see “Add New Shift” section)
Add Shifts from Templates (see “Add Shifts from Templates” section)
Add Multiple Shifts (see “Add Multiple Shifts” section)
Add Users to the Schedule (see “Add Users to the Schedule” section)

Grid Buttons

Inside every schedule cell, you’ll find two quick-add actions: New Shift and Add from Template.

New Shift opens a blank form where you define title, role, date, time, tasks, and any other details from scratch.
Add from Template lets you drop a pre-configured shift into the grid—ideal for recurring patterns or standardized roles.

Use whichever option suits the moment: start fresh when a shift is unique, or pull from templates to populate the day in seconds.

Schedule Bar

View Options

In day, week, month, or list view, the View Options button can hide specific elements, like unassigned shifts or message icons. Any changes apply immediately and can be undone by toggling the same setting.

Day Column

Each day may display alert messages or immediate attention icons if conflicts arise (e.g., a not-accepted shift or missed shift). The schedule typically flags:

Immediate Attention (Red): Missed shifts, overlapping shifts, or not-accepted shifts.
Alert (Yellow): Incomplete tasks or exceeding hour limits.
Informative (Blue): Time off, or unavailability.

Hours

The schedule bar shows daily, weekly, or monthly hours, depending on your selected time range.

Shift View

A shift is a specified time slot an employee is assigned to work. Administrators create these shifts in the scheduler, often linking them to tasks, scans, or forms if needed. Shifts are color-coded to differentiate them quickly. (See the “Schedule Shifts” section for details on creating/managing shifts.)

User Column

This column can also reflect conflict icons or alert messages for each user:

Immediate Attention (Red): Missed shifts, overlapping shifts, or unaccepted shifts.
Alert (Yellow): Tasks incomplete, missing info, or hour limits exceeded.
Informative (Blue): Time off, or unavailability.

By understanding the Manage Schedule interface—filters, actions, publish status, and additional functionalities—you can effectively organize shifts, track user acceptance, and monitor potential schedule conflicts. For deeper details on shift creation, templates, or user additions, see the corresponding sections like “Add New Shift,” “Add Multiple Shifts,” or “Add Users to the Schedule.” in the dedicated guide.