How to create a new schedule PDF?
Creating PDF versions of your weekly schedules is a key feature of Shyfter that allows you to easily share schedules with your teams. Here’s a step-by-step guide to help you generate these documents.
To get started, log in to your Shyfter account. Once logged in, go to your account settings by clicking on the ⚙️ icon located at the top right of the interface.
In the settings menu, select the "Schedules" option. You will be directed to a page where you can manage all aspects related to your work schedules.
Under the "Schedules" section, you will find a subsection titled "PDF Schedules." Click on it to access the PDF management interface.
Once you're in the "PDF Schedules" section, you can start creating new PDF documents. To do so, click on the green button at the top right labeled "New" .
After clicking "New," a creation window will open. You will have the option to customize several aspects of your PDF, such as:
Document Title: Give your PDF a name to easily distinguish it from others.
Included Employees: Select the employees whose schedules should appear in the PDF.
Format and Style: Adjust the format and style of the document according to your preferences or your team’s needs.
Once all the information is filled in and the options are configured, click "Save." Your new PDF will be generated and saved in the list of available documents. You will then be able to download, print, or share it directly with your collaborators.
In the same "PDF Schedules" section, you can manage your existing PDFs. This includes the ability to:
View previously created PDFs.
Edit an existing PDF by clicking on the edit icon.
Delete PDFs you no longer need by clicking on the trash can icon 🗑️.
An automatic PDF document will be generated as soon as soon as you publish your weekly schedules.
You can find these PDFs under the "Documents" menu.
There you will find all versions of the documents and will be able to download them as well as send them to the previously registered recipients.
Plan ahead: Create your schedule PDFs in advance to avoid last-minute stress.
Check the details: Ensure all the details are correct before generating the PDF to avoid potential errors.
Communicate with your team: Inform your employees about the availability of the new schedules via the PDF for better coordination.
By following these steps, you can easily create and manage schedule PDFs with Shyfter, ensuring optimal organization for your team !
Step 1: Access Settings
To get started, log in to your Shyfter account. Once logged in, go to your account settings by clicking on the ⚙️ icon located at the top right of the interface.
Step 2: Navigate to the Schedule Section
In the settings menu, select the "Schedules" option. You will be directed to a page where you can manage all aspects related to your work schedules.
Step 3: Access the PDF Schedule Section
Under the "Schedules" section, you will find a subsection titled "PDF Schedules." Click on it to access the PDF management interface.
Step 4: Create a New Document Base
Once you're in the "PDF Schedules" section, you can start creating new PDF documents. To do so, click on the green button at the top right labeled "New" .
Step 5: Customize Your PDF
After clicking "New," a creation window will open. You will have the option to customize several aspects of your PDF, such as:
Document Title: Give your PDF a name to easily distinguish it from others.
Included Employees: Select the employees whose schedules should appear in the PDF.
Format and Style: Adjust the format and style of the document according to your preferences or your team’s needs.
Step 6: Save and Generate the PDF
Once all the information is filled in and the options are configured, click "Save." Your new PDF will be generated and saved in the list of available documents. You will then be able to download, print, or share it directly with your collaborators.
Step 7: Manage Existing PDFs
In the same "PDF Schedules" section, you can manage your existing PDFs. This includes the ability to:
View previously created PDFs.
Edit an existing PDF by clicking on the edit icon.
Delete PDFs you no longer need by clicking on the trash can icon 🗑️.
Step 8: Generating the schedules' PDF.
An automatic PDF document will be generated as soon as soon as you publish your weekly schedules.
You can find these PDFs under the "Documents" menu.
There you will find all versions of the documents and will be able to download them as well as send them to the previously registered recipients.
Pro Tips 🚀
Plan ahead: Create your schedule PDFs in advance to avoid last-minute stress.
Check the details: Ensure all the details are correct before generating the PDF to avoid potential errors.
Communicate with your team: Inform your employees about the availability of the new schedules via the PDF for better coordination.
By following these steps, you can easily create and manage schedule PDFs with Shyfter, ensuring optimal organization for your team !
Updated on: 19/03/2025
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