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Building schedules

Create schedules to tell us who should be on-call when

incident.io Engineering Team avatar
Written by incident.io Engineering Team
Updated over a week ago

Leverage schedules to tell us who should be on-call and when. We'll walk you through all the steps to create schedules that will work for your organization's needs.

Getting Started

1️⃣ First, head to On-call within the incident.io dashboard
2️⃣ Go to Schedules and create a new schedule

3️⃣ Name your new schedule, set up rotation, and choose the people who should be in that specific schedule

4️⃣ Preview your schedule and save

📖 Read how to get started with On-call and how to connect your schedules to Alert routes here.

Rotation

Rotations are a great way to have a rolling schedule for your team to be on-call. Set up the times and people you want to work on specific times. There's an option for a Daily, Weekly, or Monthly rotations.

Asymmetric schedule

If you are splitting your shifts to be more asymmetric, you can create time intervals within hours days and weeks. By adding a new interval, you can create a rule to have your shifts to work example in 3 and 4 day shifts.

If you create shifts that are asymmetric and the amount of shifts is the same as the people in the schedule, we rotate the people to have a balanced amount of time on-call.

Advanced rotas

Schedules offer a lot of additional customisations that can help with your organization's specific setup. Advanced rotas allow you to bring multiple rotas to your schedule.

For example, in global companies, we often see rotas that support follow-the-sun. Different locations could be on-call during different times during the day which will allow for all day coverage.

We've mapped out an example below where we have created two rotas: One for the US and one for the UK. The UK team is on-call between 9 am to 8 pm daily and the US team is between 8 pm to 9 am GMT.

Add a person multiple times to a rota

You can add multiple people to a rota by just choosing the same person multiple times, we'll let you know if the person appears more than once!

Intervals

Intervals are a great tool to use when you have different shifts throughout your week. For example, if some of the teams only on-call in office hours you can choose specific times for your office hours.

Shadow schedules

When you have new joiners in the team, a great way to get them into the product and schedules is to have a shadow schedule. This way the new joiners can follow alerts and incidents to build more context around your product and get used to being on call.

Just add a new rota and name it 'Shadow Schedule' and add people and times you want them to shadow alerts and incidents.

Preview

After setting up your schedules, you will be able to preview what it looks like before saving it. You'll be able to see a before and after preview, so this is a great place to check if the changeover of shifts looks good and the right people are on the schedule. You can preview with different timelines and calendar views too!

Planning changes to a schedule

If you are looking to make changes like...

  • Onboarding someone to your schedule from a certain time

  • Changing the working hours of your schedule

  • Changing the rotation's interval

and you want your changes to come into effect from a future date (e.g. from the next shift), you can specify this while editing your schedule:

If you want to change who is on your schedule rotation, we suggest changing the handover time to match the effective time for your rotation to start from scratch. This is because we rotate through shifts based on the handover date, not the effective time.

You can use the preview to make sure your changes look right!

Restoring a previous schedule version

If you make a change to a schedule, and then find you need to restore to a previous version, then you can easily do so from the schedule's drop down menu. You'll be able to see a preview of the schedule with the version you're restoring to.

Restoring to a previous version will use the previous version's config to determine what your schedule shifts look like going forward, but it won't change historical shifts.

Overrides

Sometimes your team member is heading on a holiday or might need to head to a doctor's appointment. In Schedule overrides you don't need to change your current schedule or rotations, but can create one time changes to suit any miscellaneous events that happen during the week.

1️⃣ To create an override, click 'Add override' and add details

2️⃣ After you have created the override, you can see and review it on the Schedule's page and edit it if needed.

Cover me

Cover me allows your team to ask for an override instead of just adding someone in.

1️⃣ Go to your #incidents channel in Slack and type /inc cover me

2️⃣ Choose your shift and choose the times you need cover for

3️⃣ Add more information and Submit!

Then your team members in the same schedule will receive the request both in the mobile app and Slack

And receive a confirmation if you accept

Frequently Asked Questions

What happens when an On-call user who is on a schedule gets deactivated through Slack, Okta or other user provisioning services?

If you are a responder on the affected schedule with update permissions or have previously edited the affected schedule, you will receive a notification email. You are then recommended to update the schedule to ensure you maintain on-call coverage.

If an escalation reaches a deactivated user, we will automatically escalate to the next escalation level.


Something missing?

We're constantly developing new and polishing our current features to help you do your best work. If there's something you'd like to see, send us a message to [email protected]

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