Build and publish the schedule

The Schedule is the week's shifts, person by person. You build it as drafts, then publish it, and only then do people see their shifts and get told.

Steps

1. Open Team & Time, Schedule. Use the arrows or This week to pick the week.
2. Press Add shift, or Copy last week to start from last week's shifts as drafts. Anything that clashes is skipped.
3. In the shift, pick Who, the Day, when it Starts and Ends, the Unpaid break (minutes) and the Role. Leave Who empty to post it as an open shift.
4. Drag a shift to move it. The copy button on a shift, a day or a person copies it onto another day or week.
5. Press Publish.
6. Pick who is told: Publish and notify only people with changes, Publish and notify everyone, or Publish and notify nobody.
7. Press Publish.

The other tabs

• Covers & trades: a person asks a teammate to cover a shift or trade it. See below.
• Time off: requests and balances. See Ask for and approve time off.
• Availability: When you can work, per weekday, and when a person would rather work.
• Setup: positions and their colours, blackout dates, and a link to the scheduling rules (for HR).
• Log book: notes on a shift for the managers who come after (for HR).
• My record: your own record.

Covers, trades and open shifts

• On Covers & trades, a person picks one of My coming shifts and presses Cover or trade. The shift stays theirs until a teammate says yes and, if your company asks, a manager approves.
• An open shift shows under Open shifts for anyone to take.

Good to know

• Templates saves a week to use again.
• A tick shows who has opened their published week.
• The schedule warns about a shift that overlaps another, a day someone said they cannot work, too little rest between shifts, and a shift too long for its break. Nothing is blocked.
• People with pay access see the week's labor cost. Anyone on a salary or a day rate shows hours and no cost.
• The week runs on your payroll week, set on Settings, HR, Time, Pay and holidays.
• Published shifts also show on the Team layer of the calendar. See Calendar.

If something goes wrong

• Someone says they cannot see their shift. It is still a draft. Press Publish.
• A person cannot be put on a day. They have approved time off that day.