To import your Microsoft Excel or .csv schedule into NurseGrid, follow the instructions on the Schedule Upload page.
To add an event to an employee’s schedule directly, first navigate to Schedule > Week > Draft Schedule.
Click + Add Draft Event.
Note: Events can only be created in Draft Mode. If you don’t see the “Add Draft Event” button, the schedule is in Live Mode.
In the Add Draft modal, you can choose the date(s) for the shift and specify its details (including Event Type, start and end time for custom events, whether the shift is charge/preceptor, mark it as an overtime shift, or add notes).
Once you’ve selected the date(s) and details of the shift, you can then assign the shift(s) to as many staff members as you’d like by selecting Assignees on the left and then checking the box next to your employee’s name. Once the assignees have been selected, click the orange Save and Close button in the top-right corner to save the draft.
Note: A draft event cannot be saved until at least one assignee has been selected.
Finally, publish the draft to make the events visible to your employees as part of the live schedule. To publish the draft, select the orange Review & Publish button in the upper right corner (which will show a summary of the details for all shifts currently in Draft), then the orange Publish & Notify button.
If you toggle on Send Notifications, your staff will receive a push notification that they have new shifts. If the toggle is turned off, your staff will still see their shifts when they log into their NurseGrid account.