Coverage
Define coverage and shifts
Set staffing requirements by location and time, create shifts, and save recurring patterns as templates.
From organization setup to a schedule your team can use.
Create the organization, add the team, configure locations and coverage, collect preferences, choose a build method, review the result, and publish when the schedule is ready.
Set up the organizationConfigure rules and preferencesChoose a schedule builderReview before publishing
Setup-to-publish workflow
Move through one clear operating sequence
Set up
Organization, teams, roles, locations
Configure
Coverage, shifts, preferences, rules
Build
Generator, Guided, Manual, or Draft
Review and publish
Private review before team access
How does ScheduleForward work?
Set up the team once. Use the scheduling workflow that fits each cycle.
ScheduleForward separates setup, schedule building, review, and day-to-day operations. Administrators create the organization and coverage structure, members provide preferences and availability, the schedule is built through one of four workflows, and nothing is published until the administrator is ready.
Organization and accessSet up
Coverage and shift structurePrepare
Team preferences and time offPrepare
Private review before publishingRelease
Establish the operating structure
Set up the organization, people, and places behind the schedule.
The scheduling workflow starts with the structure that determines who is scheduled, where shifts happen, and who can administer each team.
Admin onboardingCreate the organization structureRepresent corporation, institution, organization, group, and sub-group levels that match how scheduling responsibility is organized.Add members and rolesAdd clinicians and staff individually or by spreadsheet, then assign the roles and access each person needs.Configure locations and tagsCreate the places where shifts happen and label shift types, skills, or other categories used by the team.Set the team defaultsConfigure the team name, time zone, calendar sharing, pay periods, and other general settings.
The operating sequence
Configure, build, review, then publish.
Coverage and team inputs come first. The build method can change from one cycle to the next, while administrator review remains the final gate.
Inputs
Collect team inputs
Let members record shift preferences, availability preferences, time off, and personal events before assignments are finalized.
Build
Choose a schedule builder
Use Generator, Guided, Manual, or Draft depending on how much automation, administrator control, or clinician choice the group wants.
Publish
Review and publish
Inspect the full team calendar, make changes, and keep the schedule private until an administrator decides it is ready for the team.
Schedule workspace
Emergency Medicine · September
Coverage
Day shift
Swing shift
Night shift
Team inputs
AMJRSLKP+8
Preferences and time off collected
Build method
GeneratorGuidedManualDraft
Ready for administrator reviewReview schedule
Keep the schedule useful as real life changes
Published schedules continue through member calendars, trades, time off, personal events, and administrator review.
Personal schedules and calendarsMembers can see assigned shifts and subscribe supported calendars to their current schedule.Open guideTrades and open shiftsThe Trade Board provides a shared workflow for swaps, giveaways, and available shifts.Open guideTime off and personal eventsMembers can submit time-off information and keep relevant personal events alongside their work schedule.Open guideAdministrative reviewSchedulers can review the full calendar, time-off requests, workload, and coverage as operations continue.Open guide
Follow the exact workflow inside the current application.
The Help Center includes complete administrator onboarding plus focused instructions for every stage shown here.
Understand the process before you try it
Direct answers about setup, configuration, schedule building, review, publishing, and ongoing operations.
How does ScheduleForward work?+
Administrators set up the organization, add members and roles, configure locations and team settings, define coverage and shifts, collect team inputs, choose a schedule builder, review the result privately, and publish when the schedule is ready.
What must be configured before building a schedule?+
The documented setup includes the organization hierarchy, members and roles, locations, shift tags, team settings, coverage requirements, shifts, templates, and relevant member preferences.
How are schedules built in ScheduleForward?+
Teams can use Generator, Guided, Manual, or Draft workflows. The choice affects how assignments are created, while administrator review and publishing remain separate steps.
Can team members provide scheduling preferences?+
Yes. Members can record shift preferences and calendar preferences. They can also submit time-off information and personal events through the member workflow.
Can administrators review a schedule before the team sees it?+
Yes. Administrators can build and review schedules privately, inspect the team calendar, make changes, and publish only when the schedule is ready.
What happens after a schedule is published?+
Members can view personal schedules, subscribe their calendars, use the Trade Board, and manage time-off information and personal events. Administrators can continue reviewing the team calendar, time-off requests, workload, and coverage.
No gated tour
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