GetSwift has a direct integration with Scheduling+ which allows GetSwift users to send their driver information into Scheduling+ to seamlessly create and manage schedules for their drivers. All the benefits that this integration provides to the users are listed below.
- Importing GetSwift drivers’ data to the Scheduling+ system with one simple click
- Setting up drivers to work per schedule, out of schedule or in a combined model on the company level or individually for a single driver
- Setting up store working hours, early go online/clock in buffer, drivers’ availability
- Creating driver’s shifts, minimum and maximum working hours
- Creating driver’s breaks as paid or unpaid break
- Real time logging, previewing and managing of driver’s working hours and breaks he takes
- Setting up employee costs and how it reflects on their timesheet
- Employee Related Alerts like notifying x minutes before an employee hits his Maximum working hours per week capacity
- Timeclock reports like Attendance History Report, Absentees, Average Paid breaks, etc.
- Applying Overtime rules on your fleets or specific employees/drivers of a fleet
- Sending out daily/weekly schedules to your employees via email or text messages
- Setting up labor budget for your fleet/store so that you can keep that in mind while scheduling your employees in advance to avoid over budgeting
This guide below describes the step-by-step process of setting up the integration.
Setting up Accounts & Accesses
To set up integration with Scheduling+ you need to do the following:
Create an Organization Account on GetSwift
On the GetSwift side you will need an organization account. If you already have one move forward to the next section and make sure you have the appropriate Scheduling+ account.
If you don't have a GetSwift account, please follow this link to read how to create an organization account.
Create an Organization Account on Scheduling+
On the Scheduling+ side you will need to register yourself as an Organization/Account Admin, that can be done by simply following all the steps on one of the following links:
Your account needs to have the package: Enterprise.
Once you have registered yourself as an Organization/Account Admin, you will need to contact our Support team to enable the Integration with GetSwift for your organization/company on Scheduling+ and to enable the integration on your GetSwift account.
Naming convention for organizational items
Due to differences in in GetSwift and Scheduling+ applications, different naming convention is used for same levels of organizational items. To avoid confusion, here's the table with matching terms:
| GetSwift | Scheduling+ |
| Organization | Company |
| Fleet | Store |
| Driver | Employee |
Logging In
Login to the GetSwift web app on the link app.getswift.co.
Log in to the Scheduling+ web app on the link app.schedulingplus.com.
Updating Scheduling+ account package to Enterprise
Scheduling+ account can be updated to Enterprise by clicking on the Settings icon (top right corner) -> (Company Settings) Billing -> Change Package.
Syncing the data between GetSwift and Scheduling+
Before you sync the data from GetSwift to Scheduling+ make sure you have created drivers in your GetSwift organization. If you need help doing that, you can always refresh your memory by visiting the following link, where you will find out how to:
- Assign new driver
- Invite driver or
- Add new driver
Once you have your drivers set, go to hamburger menu -> Integration -> Scheduling tab and click on Re-sync data. Make sure that every time you update drivers in GetSwift app, you repeat listed steps.
Now your fleet and drivers are imported into Scheduling+ app.
Setting Up GetSwift Organization as a Company in Scheduling+
Once you have transferred all your organization and drivers' information to Scheduling+, you need to perform the following steps in order to complete the company/store setup process in Scheduling+:
Set up the correct time zone for your Store/Fleet
Log in to your S+ account and switch the store scenario to the store/fleet you want to update from the top right corner of the main navigation bar. Skip this Step if the required store/fleet is already selected.
Navigate to the Store Update screen from the Settings menu.
From here, you can update your Store's settings like the Country, State, City and Time zone, etc. Please make sure that the Time zone field value is the same as set for your fleet/organization in the GetSwift application.
Set up the Early Clock in Buffer for your Organization
This setting is used to prevent an employee from logging in too early and going online/clocking in for their shift.
Log in to your S+ account and then navigate to the TimeClock Setting from the Settings menu.
Select the Configuration tab to view/update this setting. By default, the value is set to 10 minutes for the S+ companies that have integration with GetSwift enabled for them, but you can update it by entering a value in minutes in the input field right next to it. Click on Save Changes when done.
Setting Up GetSwift Drivers as Employees in Scheduling+
Once you have transferred all your organization and drivers' information to Scheduling+, you need to perform the following steps in order to complete the employee setup process in Scheduling+:
Create and Assign Position to your Employees/Drivers
Log in to your S+ account and navigate to the Positions screen from the Settings menu.
To add a new position, click on the Create Position button at the top right corner of the page. This will bring up a new position modal.
Add a new position named "Driver" and make sure the Scope field value is set to "All", then click on the Save button.
On clicking Save, a new tab titled as Employees will be displayed on the modal. From here you can assign this position "Driver" to all your employees. Click on the Close button once you are done. 
Create and Assign Availability to your Employees/Drivers
Availability of an employee must be set up in order to schedule him/her for a shift.
Log in to your S+ account and navigate to the Availability screen from the Settings menu.
From here you should see some default availabilities already created for your company/store. You can either use those or create a new availability and assign it to your employees.
To add a new availability, click on the Create Availability button at the top right corner of the page. This will bring up a new Availability modal.
Fill in the required Name field. Add notes if applicable. Mark the availability default if this is the default availability required by your store/fleet or company/organization, so any new employees that are created automatically have that.
Click Save when done.
On clicking the Save button, you will be directed to the Schedules tab where you can add the required schedules for some/all days of the week by entering the values for the Day, From, To fields and then clicking on the (+) button. Click Next when done.
On clicking the Next button, you will be redirected to the Apply Employees tab from where you can select the employees you wish this availability to apply to. You can use the Select All option to check all employees, or select them individually.
Click on Apply when done and then Close the Availability modal.
Setting up Timeclock Permissions for your Employees/Drivers
In Scheduling+, your drivers/employees can be set up as one of the following three types:
1. Driver works per schedule only (default):
This is the default type set for all employees/drivers of your company/organization. This means that the drivers will only be allowed to go online if they have been scheduled and in the duration of their shift's timings.
The Scheduling+ set up required to set one of your employees/drivers as a work per schedule only driver is as below:
- Update Company level settings: Go to Settings (gear icon) -> (Company Settings) Time Clock Settings -> Configuration tab -> Employees appearing on the time clock portal and set its value to "Scheduled". Click on Save Changes when done.
- Update Employee level settings: Go to Settings (gear icon) -> Employee (Store Settings) -> Edit icon next to the employee you want to update -> Update tab -> Employee information tab -> "Can Clock in/out without being scheduled" and then make sure this option is unchecked for your employee and click on Save changes.
2. Driver works out of schedule:
This feature allows drivers to work out of schedule, both when they have a scheduled shift, or when they do not one. No buffer applies to them on the days they are scheduled. This means that the driver can go online from the GetSwift driver app whenever he/she wants.
The Scheduling+ set up required to set one of your employees/drivers as a working out of schedule driver is as below:
- Update Company level settings: For this specific case, the Company level settings are not of relevance as they will be overridden by the Employee Settings.
- Update Employee level settings: Go to Settings (gear icon) -> Employee (Store Settings) -> Edit icon next to the employee you want to update -> Update tab -> Employee information tab -> "Can Clock in/out without being scheduled" and then make sure this option is checked for your employee and then click on Save Changes.
3. Driver works per schedule when he has shifts (early clock in buffer applies to him), and can work out of schedule on days he has no shifts.
This means that the driver has to follow the schedule if he has been assigned a shift and can go online only in the duration of his shift timings. However, on the days he has not been scheduled, he will be allowed to "go online" from his GetSwift driver app whenever he wants.
The Scheduling+ set up required to set one of your employees/drivers as this type is as below:
- Update Company level settings: Go to Settings (gear icon) -> (Company Settings) Time Clock Settings -> Configuration tab -> Employees appearing on the time clock portal and set its value to "All". Click on Save Changes when done.
- Update Employee level settings: Go to Settings (gear icon) -> Employee (Store Settings) -> Edit icon next to the employee you want to update -> Update tab -> Employee information tab -> "Can Clock in/out without being scheduled" and then make sure this option is unchecked for your employee and click on Save changes.
Creating Shifts for GetSwift drivers in Scheduling+
After you have successfully completed the company set up process and employee set up process in Scheduling+, you are now all set to use the Schedule Management module of the S+ app.
To be able to do that navigate to the Manage Schedule screen from the Scheduling menu (from the top nav bar).
Assign a Shift
There are three ways to assign a shift to an Employee/Driver in S+
Method 1:
Double-click on an empty box on the schedule table. For example, if you wanted to assign Bob Jones a shift for Monday, you would find the Monday column and double click on the box on his row. This will open up the Assign Shift modal.
Then fill out the options presented on the Assign Shift modal.
Details for a few of the fields are listed below:
- Position:
The role you want your employee to work. GetSwift drivers will usually have only one position "Driver" assigned to them.
- Time:
Shift start and end times
- Break Details:
Break type, start and end times. In Scheduling+, employees can be scheduled for two types of breaks: Meal and Regular. For GetSwift drivers, meal break will always be considered as unpaid and regular break as paid. Also, GetSwift drivers will get only break duration, break start and end time set in S+ won't apply to them.
- Commonly Used Shifts
Optional tool to choose from commonly used shifts. This will auto set each of the times.
- Override Availability
If an employee is unavailable for the intended shift and you wish to schedule them anyway, you can use this option to schedule them for the time frame anyway.
- Override Minimum Hours Between Shifts
If an employee does not fulfill the conditions for the ‘Minimum Hours Between Shifts’ requirement set for his company/store and you wish to schedule them anyway, you can use this option to schedule them for the timeframe anyway.
- Override Maximum Shifts Per Day
If an employee does not fulfill the conditions for the ‘Maximum Shifts Per Day’ requirement set for his company/store and you wish to schedule them anyway, you can use this option to schedule them for the timeframe anyway.
- Override Hours Restriction
If an employee does not fulfill the conditions for the Maximum Hours Per Day/Week and Minimum Hours Per Day/Week requirements set for him under his employee settings and you wish to schedule them anyway, you can use this option to schedule them for the timeframe anyway.
When finished, click Save, or Save & Close.
Method 2:
Click on the Create New Shift option from the left sidebar.
The same Assign Shift modal will appear. You will need to choose the correct employee and date, as the modal will already have a default employee and date set inside of it.
Method 3:
This method requires that you have created shift templates. Once templates are created you can select select, drag and drop them onto your schedule table. Click Here to learn more about creating shift templates in Scheduling+.
Publish a Shift
When you are finished building out your schedule don't forget to Publish it, so that the shift information is forwarded to the GetSwift application and is visible for the GetSWift drivers and dispatchers.
You can do so by clicking on the Publish button above the schedule table. This will publish all the shifts on the Schedule for the selected week/day that were unpublished before. 
You can also publish individual shifts from the shift form by turning on the ‘Publish’ switch at the time of their creation and then saving them.
Please note that any published shift can be viewed by the employee/driver it is assigned to. It is important to wait until you can completely build your schedule.
GetSwift Driver app
Once the driver is all set up and his shifts are created, he can see them in the GetSwift driver app.
If it is the time of driver's shift he is able to go online. Otherwise an error message will be displayed.
If driver has a break defined, he is able to click on the Break switch button and start his break. This will turn the green status dot in the top right corner to orange, showing that the driver is on break.
Minutes that are displayed next to the switch button will start counting down until there is time left for the driver to use for his break. Driver can start and end his break until there is time left.
If driver has two shifts defined for current shift in the Scheduling+ system, first his paid break will start counting down. Once he spends his paid break, if he didn't turned off the break switch, it will automatically start counting down his unpaid break.
If both paid and unpaid break time passes, the driver will automatically be sent offline and his jobs will be abandoned per settings set up for his fleet.
The driver can always check his schedule for the day and the following days by tapping on the Schedule icon in the bottom navigation.
When the driver's shift time ends, he will be notified, but he won't be sent offline.
