A schedule policy makes selected shift fields compulsory. Use it when a shift must have a location, position or colour before Begin may save it.
Create a requirement
1
Start it
Go to Policies → Schedule, open Add, then choose Add schedule policy.
2
Choose the required fields
Turn on Location, Position or Colour. You may require more than one.
3
Set the audience
Use Applies to to choose everyone or selected
people, positions, departments or locations.
4
Activate it
Set Status to Active, then save.
Fix a shift that will not save
Begin refuses the save with a message such as Select a location for this shift. Add the location, position or colour, then save again. The requirement is evaluated for that shift and person, so another team may have a different set of required fields. Shifts saved before the policy are not re-checked until someone edits them. For example, require Position for a department whose shifts must always identify a job. Check one of its members in Policy tester, then open a shift for that person without a position. Begin should refuse the save and name the missing position; choose it and save. Check someone outside the department too, so you do not accidentally apply the rule to everyone. If several matching policies require different fields, Begin combines those requirements. Use Policy tester to see which policies supply them.Next
Schedule warnings and conflicts
Read the message shown while editing a shift.
Compliance rules
Check hours, days, shifts and rest against configured limits.
Still need help?
Contact support
Email the Begin team and we’ll get back to you.
Ask Begin AI
Open the AI assistant and get instant answers based on these docs.