ScheduleForward
Admin Basics

Admin Basics

The admin panel is where you set up schedules and manage your team. This guide is the lay of the land — the home screen, how your organization is organized, and how to find your way around.

Open the admin panel

The home screen

When you open the admin panel, you land on the Admin Hub. Think of it like the front desk of a building. It shows your whole organization at a glance, and it’s the door into every part of it.

1

Your organization, laid out as a tree

The hub shows your teams stacked inside each other — biggest on the outside, smallest on the inside. Open any branch to see what’s underneath it.
2

The numbers that matter

Quick counts — how many teams and people you’re looking after — sit right at the top, so you don’t have to go digging.
3

Click to go straight there

See the team you want? Click it. You’ll drop right into that team’s own area, where its calendar, members, and schedules live.
The Admin Hub showing entity counts and a tree of administered organizations.
The Admin Hub: your organization shown as a tree, with quick stats across the top.

The five levels

ScheduleForward keeps everyone organized in five levels — like folders inside folders. From biggest to smallest:

  1. Corporation — the whole company, at the very top.
  2. Institution — a big division inside the company.
  3. Organization — a department inside that.
  4. Group — a container that holds one or more teams.
  5. Sub-Group — the actual team whose schedule you build. This is the one you’ll spend the most time in.
You probably won’t use all five
Smaller teams often have just a Group and a Sub-Group — and that’s perfectly fine. The higher levels are there for large organizations that need them. Use only what fits your team.

Getting around

There are three easy ways to move between teams and pages.

1

Follow the trail at the top

As you click deeper, a trail of names appears across the top of the screen (this is called a “breadcrumb”). Click any name in the trail to hop back up to that level.
2

Use the sidebar inside a team

Once you’re inside a Sub-Group, a menu appears down the left side: Dashboard, Calendar, Time Off, Schedule Builder, Members, Configuration, and more. That’s your control panel for that team.
3

Jump anywhere with a shortcut

Press ⌘K (Mac) or Ctrl+K (Windows) from anywhere to pop up a search box and jump to any team in a couple of keystrokes. The Quick Navigation guide covers this in full.

Where the real work happens

Almost everything you do day to day happens inside a Sub-Group. Open one, and you can:

  • Build and publish schedules in the Schedule Builder.
  • Add people and set what they’re allowed to do in Members.
  • Set up your locations, tags, and templates in Configuration.
  • See the whole team’s shifts on the Calendar, and approve time off.
Lost? Start at a Sub-Group
If you’re ever unsure where to go, open a Sub-Group and look at the sidebar. Nearly every answer is one click away from there.

Admin Basics FAQ

What’s the difference between a Group and a Sub-Group?

A Group is a container that can hold several Sub-Groups. The Sub-Group is the actual team whose schedule you build. If a hospital is the Group, the Day Shift Nurses and the Night Shift Nurses might be two Sub-Groups inside it.

Do I have to create all five levels?

No. Smaller teams often use just a Group and a Sub-Group. The extra levels (Corporation, Institution, Organization) are there for big organizations that need them. Use only what you need.

I can only see some teams. Why?

You see the parts of the organization you’re an admin for. If someone gave you admin access to one Sub-Group, that’s what shows up. To see more, ask whoever set up your account to widen your access.

Where do I actually build a schedule?

Inside a Sub-Group, in the Schedule Builder. Open a Sub-Group, then look for “Schedule Builder” in the sidebar. The Build a Schedule guides walk you through it.

Previous
The Onboarding Process
Next up
Quick Navigation