Integrate an existing schedule

Connect an existing on-call product schedule to On-Call Optimizer

Overview

For teams new to On-Call Optimizer, the following four steps provide a recommended path to integrating your existing schedule:

  1. Set-up the link between your existing schedule and an On-Call Optimizer schedule. As part of this step you will configure a future date for On-Call Optimizer to start assigning shifts from and generate invitations to members to join On-Call Optimizer.
  2. Each member has time to accept the invitation, link their calendar to On-Call Optimizer and add availability information.
  3. Once all members are set-up, the first assignment for the schedule can occur. You will have the opportunity manually review and confirm everything is working as expected.
  4. Finally, when the team is comfortable with how the schedule is operating, configure On-Call Optimizer to automatically confirm and export assignments on a rolling basis.

What you need

To successfully complete this guide, you will need:

  1. An existing on-call schedule in a connected on-call product.
  2. Schedule Admin: 5-10 minutes to complete the initial setup and invitation process in step 1, and additional time to review and confirm the assignment in step 3.
  3. Each team member: 5-10 minutes to link their calendar and set-up availability information during step 2.

Changes to your existing schedule

You will have full control over when and how each action On-Call Optimizer takes occurs. Your existing schedule will not change in any way until you explicitly initiate the export of the first assignment in step 3.

Notifications generated

  • You can choose to send new members an invitation to join On-Call Optimizer during step 1.
  • You (and any other schedule admins) will receive a notification when the first assignment is ready for review.
  • When you confirm the first assignment in step 3, each member assigned new shifts will receive a notification detailing their shifts.

Ready to begin?

To get started, select Step 1: Set-up schedule below.

If anything is unclear, or your would like some assistance feel free to reach out to help@oncall-optimizer.com.


Last updated May 20, 2025