Easyteam Embedded
GuidesAPIWhite-Label UIs
GuidesAPIWhite-Label UIs
  1. Embedded Scheduling
  • Getting Started
    • Introduction
    • Why Choose Easyteam Embedded
  • Development
    • Overview
    • Authentication
    • Web Integration
    • Mobile SDK Integration
    • Passing Data
    • Using Identifiers
    • Events
    • Error Handling
  • Going Live
    • Data Security
    • Support
  • Embedded Workforce Management
    • Organizations & Locations
    • Employees
    • Permissions
    • Compliance
  • Embedded Time Tracking
    • Time Clock
    • Timesheets
    • Breaks
    • Geofencing
    • Timezones
  • Embedded Scheduling
    • Overview
    • Availability & Open Shifts
    • Multi-Location Scheduling
    • Publishing Schedules
    • Working with Time Off in Schedules
    • Notifications on Schedule Actions
    • Calendar Sync (Google / Apple Calendar)
  • Embedded Time Off Management
    • Overview
    • Time Off Policies
    • Requests & Approvals
    • Balance Tracking & Accruals
    • Carryover Rules
    • Time Off and Payroll Sync
  • Embedded Notifications
    • Overview
  • Payroll Integrations
    • Embedded Payroll with Salsa
      • What is Embedded Payroll?
      • Time & Attendance in Payroll
      • Money Movement and Compliance
    • External Providers
      • Embedded Payroll Integrations
  • AI-Native Integrations
    • Integrating an MCP Server with Easyteam
  1. Embedded Scheduling

Overview

A quick way to offer team scheduling, avaialability and time off in your product.

What is Embedded Scheduling?#

Embedded Scheduling lets you add a full employee scheduling experience to your platform using a pre-built UI component, SDK, and API. Whether you're building for shift-based work, hourly teams, or field operations—this feature gives your users the ability to manage who works when and where, directly from your app.
Weekly schedule interface showing employee shifts, availability, and time-off requests
Our scheduling solution works across web and mobile (React and React Native), with a simple integraton process.

Core Capabilities#

Our embedded scheduling feature comes with everything teams need out of the box:
Create and view upcoming shifts
Request time off or mark availability
Create availility for coming weeks and get submissions from staff before scheduling happens.
Publish and notify teams about new schedules
Configurable granular permissions per location
Support for multiple locations, teams, and roles
Sync with external calendars (Google, iCal, Outlook)
All of this is configurable through UI components and accessible via SDK or API with a simple integration process.
image.png
Web schedules using React
Mobile agenda schedule.png
Mobile schedules using React Native
Read the technical capabilities of the components to learn more.

Scheduling shifts#

Managers can create and manage weekly shifts using a drag-and-drop interface. All shifts, across teams and locations, are visible in a single view. This allows managers to spot gaps, balance coverage, and ensure schedules are complete before publishing.

Managing availability#

Managers can open up availability for future weeks, allowing employees to submit their preferences. Employees can mark themselves as "available", "unavailable", or "prefer to work" for specific days and times.
Once employees submit their preferences, the manager can use these preferences to make smarter scheduling decisions and avoid conflicts.
Easyteam provides events and notifications for all availability-related activities to support communication around key updates. E.g., availability was scheduled, submission occurred, etc.
Read more about availability.

Employee experience#

Employees can view their shifts, see who else is working at their location, and check the latest updates. They can submit their availability for upcoming weeks, request time off, and track approval status in real time. The interface is mobile-friendly and accessible from anywhere.
Read about the mobile optimized Agenda Schedule view.

Multi-location support#

For platforms serving businesses with more than one location, schedules can be managed per location. Managers can switch between locations, assign staff accordingly, and keep each calendar organized. Staff only see schedules relevant to their assigned location.
Read more about multi-location scheduling and about organization data models in Easyteam Embedded

Working with time Off#

Time off requests can be submitted, approved, or rejected directly in the schedule view. Managers can click 'Time-off requests' to get to a focused view showing time off related requests and action items.
Read more about accessing time off requests via the schedule.

Draft mode and publishing#

Schedules can be built in private draft mode. While in draft, changes remain hidden from employees. Once finalized, managers can publish the schedule with one click, making it visible and sending notifications to staff. Edits can be made at any time.
image.png
Publish schedules
Read more about publishing schedules.

Bulk copy#

Managers can copy the current week's schedule into one or more future weeks using the bulk copy option. This is useful for repeating schedules or pre-filling the calendar based on an existing week.
When using bulk copy, a checkbox menu allows you to select which future weeks to copy to. You can also choose to convert the copied shifts into open shifts (unassigned) or keep the assignments as-is.
This action helps reduce manual work when schedules repeat week to week, while still allowing assignment flexibility.

View filters#

The schedule view includes a filter menu that lets you hide or show specific data. This helps reduce visual clutter and allows you to focus on the information you need.
image.png
View filters on the schedules screen
Filters include options to hide salaried staff, employees without any shifts, shift hours, and more.

Calendar sync#

Schedules can be synced with private calendars like Google Calendar and iCal. This allows both managers and employees to view their work schedules alongside personal events. Any updates to the schedule are automatically reflected.
Read more about calendar sync.

Print schedule#

You can export the current view of the schedule to a printable PDF. This option captures the full week, including shifts, roles, and assigned staff, as displayed on screen.
The printed version can be posted on-site or shared externally with teams who don’t use the platform. It reflects the current state of the schedule, including any recent changes.

Next, continue exploring scheduling features and other embedded workforce management concepts:
Open Shifts & Availability
Publishing Schedules
Handling Time Off in Scheduling
Embedded Time Tracking
Modified at 2025-03-31 12:23:46
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Timezones
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Availability & Open Shifts