Integrate an existing schedule

Overview

If your team is new to On-Call Optimizer, integrate an existing schedule in these four steps:

1. Copy your existing schedule into a new On-Call Optimizer schedule, and choose the date On-Call Optimizer starts assigning shifts from. You then invite the schedule’s members to join On-Call Optimizer.
2. Each member accepts the invitation, connects their calendar and adds availability information.
3. Before the first assignment date, you preview the first assignment. On that date the first assignment runs, is confirmed automatically and is exported to your on-call product.
4. Finally, check the settings that keep the schedule running on its own.

Starting a new schedule without an on-call product? Create a schedule from a template instead.

What you need

To complete this guide, you need:

1. An existing on-call schedule in a connected on-call product.
2. Schedule admin: 5-10 minutes for the initial setup in step 1, and more time to preview the first assignment in step 3.
3. Each team member: 5-10 minutes to connect their calendar and set up availability information during step 2.

Changes to your existing schedule

You have full control over when On-Call Optimizer changes anything. Your existing schedule is copied as the new schedule’s destination, but nothing is exported to it until the first assignment is confirmed in step 3, on the First assignment date you choose in step 1.

Notifications generated

• Members who aren’t yet in your organization receive an email invitation to join On-Call Optimizer when you invite them in step 1.
• When the first assignment is confirmed in step 3, each member assigned new shifts receives a notification listing their shifts.

Ready to begin?

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

If something isn’t clear, or you want help, email help@oncall-optimizer.com.