← Back to TeamRegula
How to Use TeamRegula
Getting started with TeamRegula is easy! Follow these simple steps to create your first shift schedule.
Step 1: Add Your Employees
Start by adding the names of your team members:
- Type the employee name in the "Employee Name" field
- Click "Add Employee" or press Enter
- Repeat for all team members
Tip: You can remove an employee by clicking the × next to their name.
Step 2: Create Your Shifts
Define the different shifts your business uses:
- Enter a shift name (e.g., "Morning", "Evening", "Night")
- Set the start and end times
- Choose a color for easy identification
- For split shifts, check the "split shift" box and add the second period
- Click "Create Shift"
Quick Templates: Use our pre-made templates for restaurants, retail, healthcare, office, or factory schedules.
Step 3: Assign Shifts
There are three ways to assign shifts to employees:
- Drag & Drop: Drag a shift from the legend onto any day cell
- Click & Select: Click on a cell and choose a shift from the dropdown
- Batch Mode: Select multiple cells and assign the same shift to all
Step 4: Customize Day Types
Click on any day header to mark it as:
- Normal day (default)
- Weekend (orange)
- Holiday (blue)
Step 5: Export Your Schedule
When your schedule is complete:
- Click "Export Schedule to PDF" for just the schedule
- Or click "Export Complete Report to PDF" for schedule + statistics
- The PDF will download automatically
Pro Tips
- Save regularly: Click the 💾 Save button to save your work locally
- Keyboard shortcuts:
Ctrl/Cmd + S
- Save
Ctrl/Cmd + Z
- Undo
Ctrl/Cmd + Y
- Redo
- Right-click to clear: Right-click any assigned shift to remove it
- Dark mode: Click the 🌙/☀️ button for dark mode
- Multi-language: Change language from the dropdown in the top bar
Need More Help?
Check out our FAQ page or contact us for additional support.