排班
建立並發布已指派或公開班次、審核員工申請，並在工作開始前解決排班問題。
引導教學 3:31
Build and publish an employee schedule
Plan around employee availability, publish the week, and fill open shifts from employee requests.
文字記錄
- 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.
此頁面顯示什麼
頁面顯示一週班次，每位員工一列、每天一欄。未指派列保留可成為公開班次的草稿。每個班次卡片顯示時間、工作和工作地點；員工欄顯示每週總時數，底部顯示每天總時數。使用箭頭和今天切換週。
班次最初是只有管理員可見的草稿，以虛線邊框顯示。發布前員工看不到。備註圖示表示班次有備註。員工有已記錄休假時，當天會顯示休假；在該日期新增或移動班次時，Clockspot 會先要求確認，再檢查加班並儲存。
安排一週
- 使用工具列的新增班次，或員工日期儲存格中的**+ 新增班次**。保留指派給員工，選擇時間、選用工作、工作地點和選用備註，然後按新增草稿。
- 按班次卡片編輯。草稿可以自由修改，也可以更換員工。
- 複製上週會把上週班次及其精確工作地點複製為本週草稿；重疊的班次會略過，不會發布任何內容。
工作只有一個連結地點時，Clockspot 會自動選擇；有多個地點時請選擇具體地點或無特定工作地點。也可以在沒有工作的情況下安排有效工作地點。員工會看到地點名稱和地址，變更或取消通知也會註明。
班次可以跨午夜，並歸屬於開始的日期。同一員工每天可以有多個班次，但不能重疊。
重複班次
新增時使用重複可建立每日、每週指定星期幾，或每月相同日期、最後一天、相同星期位置的重複草稿。結束條件可選永不或指定日期。按新增重複班次前，摘要會顯示規律和接下來日期。
Clockspot 會檢查最長一年的精確日期。現有班次重疊必須解決；休假和新增加班會標為警告但不會阻止儲存。如果某個工作的支薪或加班設定缺少，審核會指出工作和日期而不阻止排班。工作專屬時薪可以留白，屆時使用員工工資率。
開啟重複草稿後，可以變更僅此班次或此班次及以後班次。前者會分離該日期並可略過班次；後者從所選班次起變更規律，不影響以前班次。停止重複會移除未修改的未來草稿，但保留已編輯或已發布班次。工具列的已略過班次 > 還原可以找回。
發布公開班次
- 按新增班次，選擇保持未指派，填寫詳細資訊並建立單次或重複草稿。
- 按發布本週，符合條件的員工即可在「我的排班」的公開班次中查看。
- 員工按申請班次後，卡片會顯示申請人數，工具列會顯示需要注意。
- 開啟需要注意 > 審核申請。每項申請顯示員工目前排班狀態和警告；按核准並指派或拒絕申請，可附加訊息。
核准一人會指派班次並關閉其他待處理申請。指派前，員工只能看到地點名稱和大致區域，看不到街道地址或班次備註。變更已發布公開班次會關閉待處理申請，讓員工查看新版後再申請；取消公開班次會移除班次、關閉申請並通知申請人。
加班警告
新增或編輯班次時，Clockspot 會依已儲存規則檢查預計加班。目前週會結合已工作時間、有效草稿和已發布班次；未來週使用有效排班。此班次會增加加班會顯示增加時長和倍數。警告僅供參考，你仍可選擇儲存。
發布和解決問題
發布本週按鈕顯示待發布草稿數。發布後，已指派草稿對員工可見，並透過電子郵件向每位受影響員工傳送一次通知；員工可在通知偏好中開啟簡訊。未指派草稿會成為公開班次。
需要確認時，員工會看到確認班次和我無法工作。已發布班次等待確認、員工表示無法工作，或替代公開班次需要審核時，工具列會顯示需要注意。員工表示無法工作後，原指派會保留，直到你選擇：
- 尋找替代人員，發布連結的公開班次；
- 只有員工確認仍可工作時，使用員工最終可以工作；
- 誤報時使用報告有誤；
- 工作不再需要時使用取消班次。
核准替代申請會指派新員工、移除原指派並解決空缺。Clockspot 絕不會把未確認當作取消、不會自動指派替代人員，也不會要求原員工尋找替代。
發布後變更班次會傳送更新，取消會通知員工。要重新指派已發布班次，請取消並為正確員工建立新班次。捨棄草稿會默默刪除員工從未看過的草稿；取消班次會通知員工並保留歷程。
比較計畫與實際
常見問題
- 員工說看不到排班。
虛線卡片是員工看不到的草稿。按發布本週讓其可見並通知所有受影響員工。
- 為什麼不能變更已發布班次的員工？
原員工已經收到該班次通知。請取消班次以通知對方，再為正確員工建立新班次。
- 可以每週一、三、五重複嗎？
可以。在重複中選擇每週，選取週一、週三和週五，並設定間隔週數。
- 如何還原略過的重複班次？
開啟所在週，按工具列中的已略過班次，再按還原。
- 多人申請同一公開班次會怎樣？
核准並指派會將班次交給一人並關閉其他申請；也可以單獨拒絕某項申請。
- 員工表示無法工作後會從班次移除嗎？
不會。原指派會保留，直到管理員指派替代、取消班次、確認員工仍能工作或將報告標為錯誤。
- 為什麼員工看不到公開班次？
班次必須已發布、仍在未來且目前可由該員工申請。草稿和因排班衝突而無法申請的班次不會顯示。
Clockspot 將上下班打卡、更正、核准及薪資工時連結在一起，讓企業主與管理員能在薪資處理前檢查整個工作週。
想讓員工記錄工時更簡單嗎？ 瞭解 Clockspot 的運作方式.