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Set up flair Scheduler in Salesforce

Prepare Salesforce for Managers to create and publish shifts with flair Scheduler. You can also control when employees see Scheduler features in the Employee Hub.

Who can use this?

Salesforce Admins and HR Admins in Salesforce. flair Scheduler is a paid add-on that flair must activate on your organization's license.

Before you begin​

  • Ask your Customer Success Manager or the flair Sales team to activate flair Scheduler.

Verify license activation​

Activation adds the flair Scheduler tab, Scheduler and Predefined Shift objects, dedicated permission sets, and Employee Hub entries under Shifts.

  1. In Salesforce, open the App Launcher (⋮⋮ grid icon).
  2. Search for flair Scheduler.
  3. Open flair Scheduler. If the tab is missing after you assign permissions, contact your Customer Success Manager to verify the license feature parameter.
note

Activation does not disable Shift Planner. The Hide Shift Planner and Hide flair Scheduler parameters let you show either or both tools during migration.

Assign Scheduler permission sets​

Choose a permission set from the user's responsibilities:

Permission setAccess
Flair Scheduler AdminCreates, edits, and deletes Scheduler configuration and performs every Manager task.
Flair Scheduler ManagerReads Scheduler configuration; creates, edits, publishes, and deletes shifts; manages Predefined Shifts; and approves Shift Transfer and Open Shift requests.

Both sets grant full create, read, update, and delete access to Shift__c, Predefined_Shift__c, Shift_Break__c, Shift_Change_Request__c, Open_Shift__c, Shift_Label__c, and Workload_Entry__c, plus supporting Apex controllers. Only access to the Scheduler object differs: Manager is read-only, and Admin has full access.

  1. In Salesforce Setup, search for Permission Sets.
  2. Open Flair Scheduler Admin or Flair Scheduler Manager.
  3. Click Manage Assignments → Add Assignments.
  4. Select the users.
  5. Click Assign. The users receive the selected Scheduler access.

Control Employee Hub visibility​

By default, employees with published shifts see Calendar, Colleagues, Sent Requests, and Received Requests under Shifts. They can also see eligible Open Shifts.

  1. In Salesforce, open the App Launcher (⋮⋮ grid icon).
  2. Search for Employee HUB Feature.
  3. Open your organization's Employee HUB Feature record.
  4. Under Features, select Hide flair Scheduler.
  5. Click Save. Scheduler continues to work in Salesforce, but its Employee Hub entry is hidden.

The Hide Shift Planner setting controls the legacy Shift Planner independently.

Verify Manager access​

  1. As a Manager with a Scheduler permission set, open the App Launcher (⋮⋮ grid icon).
  2. Search for flair Scheduler.
  3. Open flair Scheduler and confirm that the Scheduler list appears.
  4. Open a Scheduler and confirm that its planning view appears.
  5. As an employee with a published shift, open the Employee Hub and confirm that Shifts appears when Hide flair Scheduler is not selected.

Troubleshooting​

The flair Scheduler tab is missing​

Confirm that flair activated the Scheduler feature on the license and that the user has Flair Scheduler Admin or Flair Scheduler Manager.