When you’re creating a schedule you may see this message “The employee previously worked in the role ‘xxx’. Please assign a new role.” This message happens when an employee belonged to role xxx when the shift was created but has since been removed from that role and is in the new role yyy. To fix […]

You can print a daily schedule by going to the WHO’S WORKING menu item and clicking print.   If you need to print for a future date, you can Go to SCHEDULING Click off the departments to show (or all if needed) Click the DAY button Change to the day you want to view If […]

If you need to show the employee public notes on the schedule and time card review page Go to MANAGE MY BUSINESS Go to MANAGE SCHEDULE AND TIME CARD SETTINGS Go to the TIME CARDS tab Enable these 2 options: What will show on the schedule: What will show on the time cards:

When creating a budget, you can add an employee benefit % to reflect additional costs like benefits, vacation, bonuses, etc. To set the percent, Go to MANAGE MY BUSINESS Go to MANAGE MY PAYROLL, SHIFTS AND LABOR RULES Click the LABOR/BENEFITS tab Set the percent and click SAVE NOTE – if you want to override […]

When creating a schedule, if you’re looking for a fast way to see hour totals during the day by specific periods, create schedule periods. In your schedule, they will show at the bottom and sum the hours for JUST those periods. Here we can see 3 in yellow we’ve created.   To set these up, […]

The default view is to see the schedule based on employees, ex. However, if you want to see the same information by SHIFTS, go to settings and change to SHIFTS Which will change the view to this

To delete a note on a previous day, Go to the day you want to delete Click the NOTE icon beside the date In the popup, remove the text, click SAVE Now no comment

You can see the budget values per day following these steps: Go to the schedule, click the department you want to see Click the Sales/Labor Budget button Click the department name (in this example, ‘Customer Service’)

Make sure you enable OPEN SHIFTS in your settings: You may also want to setup the default ROLE for each department so when you create an OPEN SHIFT you don’t have to pick it each time. Do that by editing a department and setting it here: On the scheduling screen, click the + symbol on […]

If you want managers to publish a schedule but block them from unpublishing, follow these steps: Go to MANAGE MY BUSINESS Go to MANAGE SECURITY GROUPS Find this security group and uncheck: