排班
创建并发布已分配或公开班次，审核员工申请，并在工作开始前解决排班问题。
引导教程 3:31
Build and publish an employee schedule
Plan around employee availability, publish the week, and fill open shifts from employee requests.
文字记录
- 0:00Plan, publish, and fill a schedule
- Clockspot helps you plan the week, share it with employees, and fill open shifts. Employees see when and where they work, and you can see which shifts still need someone before the week starts. In this video, we will build a schedule, publish it, and fill an open shift from an employee request. We will start on the Schedule page, which you open from Time and Attendance in the menu on the left.
- 0:25See who is scheduled before you publish
- The Schedule page shows one employee per row and one day per column. Approved time off appears in the same grid next to scheduled shifts, so you can plan around it. The totals show scheduled hours for each employee, each day, and the whole week, so you can see where more help may be needed. A repeat icon marks a shift that happens again every week. Select Copy last week to preview the shifts you can reuse. Clockspot copies them as drafts, which employees cannot see until you publish.
- 0:56See employee availability before you assign work
- Employees can tell you when they are able to work. They open My Schedule from My Work in the menu on the left, then choose the Availability tab. It shows their normal week and any one-time changes, like a day they cannot work. Clockspot checks this information while you build the schedule, so you can catch conflicts before you publish.
- 1:16Give employees clear shift details
- Go back to Schedule and open the week you want to plan. Select Add shift for an employee on a day. The form shows the employee and the date at the top. Enter the start and end times. You can also choose a Job, a Work type, and a Work site, so the employee knows what to do and where to go. Select Add draft. The shift stays a draft, so you can review it before employees see it.
- 1:40Publish the plan and let employees request open shifts
- To create an open shift, select Add shift on the Unassigned row at the top, then choose Leave unassigned. Enter the time and the same work details, so employees can see them before they request the shift. Select Add unassigned draft, then select Publish week. Before anything goes out, Clockspot checks the week for conflicts, like time off, availability, overlapping shifts, and possible overtime, so you can fix a warning before employees see the schedule. Select Publish and notify. Assigned shifts now appear in each employee's My Schedule, and the open shift appears for employees who can request it.
- 2:19Let employees view shifts and request open work
- Now let's see what employees see. Here, Diana is the owner and also an employee, so we can open My Schedule from the same account. Her new shift shows the time, the Job, the Work type, and the Work site. The Open shifts tab lists the shifts that still need someone, with the same details. She selects Request shift. Nothing changes on the schedule yet, because you review every request first.
- 2:43Review requests and fill open work
- Go back to Schedule. The Needs attention button at the top counts the requests and other issues in this week. Open it, then select Review requests for the Weston Medical shift. Clockspot shows each person who asked for the shift, with their availability, any conflicts, and possible overtime in one place. Select Approve and assign, then confirm. Clockspot assigns the shift and updates the schedule. Close the window to see the week. Diana now has the shift, and the totals show how the schedule changed.
- 3:15Plan the week and keep employees informed
- Clockspot brings availability, shift details, open shifts, and employee requests together on one Schedule page. You can see coverage before you publish, and employees always know when and where they work.
此页面显示什么
页面显示一周班次，每位员工一行、每天一列。未分配行保存可成为公开班次的草稿。每个班次卡片显示时间、工作和工作地点；员工列显示每周总时数，底部显示每天总时数。使用箭头和今天切换周。
班次最初是只有管理员可见的草稿，以虚线边框显示。发布前员工看不到。备注图标表示班次有备注。员工有已记录休假时，当天会显示休假；在该日期添加或移动班次时，Clockspot 会先要求确认，再检查加班并保存。
安排一周
- 使用工具栏的添加班次，或员工日期单元格中的**+ 添加班次**。保留分配给员工，选择时间、可选工作、工作地点和可选备注，然后按添加草稿。
- 按班次卡片编辑。草稿可以自由修改，也可以换员工。
- 复制上周会把上周班次及其准确工作地点复制为本周草稿；重叠的班次会跳过，不会发布任何内容。
工作只有一个关联地点时，Clockspot 会自动选择；有多个地点时请选择具体地点或无特定工作地点。也可以在没有工作的情况下安排活动工作地点。员工会看到地点名称和地址，更改或取消通知也会注明。
班次可以跨午夜，并归属于开始的日期。同一员工每天可以有多个班次，但不能重叠。
重复班次
添加时使用重复可创建每日、每周指定星期几，或每月相同日期、最后一天、相同星期位置的重复草稿。结束条件可选永不或指定日期。按添加重复班次前，摘要会显示规律和接下来日期。
Clockspot 会检查最长一年的准确日期。现有班次重叠必须解决；休假和新增加班会标为警告但不会阻止保存。如果某个工作的带薪或加班设置缺失，审核会指出工作和日期而不阻止排班。工作专属小时工资可以留空，届时使用员工工资率。
打开重复草稿后，可以更改仅此班次或此班次及以后的班次。前者会分离该日期并可跳过班次；后者从所选班次起更改规律，不影响以前班次。停止重复会移除未修改的未来草稿，但保留已编辑或已发布班次。工具栏的已跳过班次 > 恢复可以找回。
发布公开班次
- 按添加班次，选择保持未分配，填写详情并创建单次或重复草稿。
- 按发布本周，符合条件的员工即可在“我的排班”的公开班次中查看。
- 员工按申请班次后，卡片会显示申请人数，工具栏会显示需要注意。
- 打开需要注意 > 审核申请。每项申请显示员工当前排班状态和警告；按批准并分配或拒绝申请，可附加消息。
批准一人会分配班次并关闭其他待处理申请。分配前，员工只能看到地点名称和大致区域，看不到街道地址或班次备注。更改已发布公开班次会关闭待处理申请，让员工查看新版后再申请；取消公开班次会移除班次、关闭申请并通知申请人。
加班警告
添加或编辑班次时，Clockspot 会按已保存规则检查预计加班。当前周会结合已工作时间、活动草稿和已发布班次；未来周使用活动排班。此班次会增加加班会显示增加时长和倍数。警告仅供参考，你仍可选择保存。
发布和解决问题
发布本周按钮显示待发布草稿数。发布后，已分配草稿对员工可见，并通过电子邮件向每位受影响员工发送一次通知；员工可在通知偏好中开启短信。未分配草稿会成为公开班次。
需要确认时，员工会看到确认班次和我无法工作。已发布班次等待确认、员工表示无法工作，或替代公开班次需要审核时，工具栏会显示需要注意。员工表示无法工作后，原分配会保留，直到你选择：
- 寻找替代人员，发布关联公开班次；
- 只有员工确认仍可工作时，使用员工最终可以工作；
- 误报时使用报告有误；
- 工作不再需要时使用取消班次。
批准替代申请会分配新员工、移除原分配并解决空缺。Clockspot 绝不会把未确认当作取消，不会自动分配替代人员，也不会要求原员工寻找替代。
发布后更改班次会发送更新，取消会通知员工。要重新分配已发布班次，请取消并为正确员工创建新班次。丢弃草稿会静默删除员工从未见过的草稿；取消班次会通知员工并保留历史。
比较计划与实际
常见问题
- 员工说看不到排班。
虚线卡片是员工看不到的草稿。按发布本周让其可见并通知所有受影响员工。
- 为什么不能更改已发布班次的员工？
原员工已经收到该班次通知。请取消班次以通知对方，再为正确员工创建新班次。
- 可以每周一、三、五重复吗？
可以。在重复中选择每周，选中周一、周三和周五，并设置间隔周数。
- 如何恢复跳过的重复班次？
打开所在周，按工具栏中的已跳过班次，再按恢复。
- 多人申请同一公开班次会怎样？
批准并分配会将班次交给一人并关闭其他申请；也可以单独拒绝某项申请。
- 员工表示无法工作后会从班次移除吗？
不会。原分配会保留，直到管理员分配替代、取消班次、确认员工仍能工作或将报告标为错误。
- 为什么员工看不到公开班次？
班次必须已发布、仍在未来且目前可由该员工申请。草稿和因排班冲突而无法申请的班次不会显示。
Clockspot 将上下班打卡、更正、审批和薪资工时连在一起，方便企业主和管理员在发薪前审核整个工作周。
想让员工工时记录更简单吗？ 了解 Clockspot 的工作方式.