Opening hours and people needed

Each location has a default week: for every weekday, its shifts and how many people each shift needs. A single week can differ. Auto Schedule staffs the result, and the coverage rows on the schedule measure against it.

Set a location's default week#

1. 1

   Open the location's Scheduling tab

   Go to Locations, open the location and select Scheduling. The Shifts card has one row per weekday.

   

2. 2

   Enter each day's shifts

   Give every shift a start and an end time. The Name (optional) field takes up to 60 characters. Add a window adds another shift to the day, up to 8 per day. Tick Closed for a day the location does not open. On Fixed Hours, or with Scheduling switched off, two shifts may not be open at the same time: each one has to end before the next one starts, also from a night shift into the next morning. Saving is refused until the times no longer overlap.

3. 3

   Say how many people each shift needs

   Type the number in the small box beside the shift, from 1 to 99. Blank means 1.

4. 4

   Reuse a day

   Copy to… copies one day's shifts to other days: All other days, Mon–Fri, Weekend, or the days you tick.

5. 5

   Save

   Select Save at the top of the page. Until then the page shows Unsaved changes and nothing is kept. The save stores everything the tab shows, not only the shifts.

Managers can change this card at their own locations. On the same tab Lateness Grace Period is shown to admins only, and a manager's change to Expected Weekly Hours is not saved: ask an admin.

Change a single week#

1. 1

   Open the Shifts page

   Open Schedules, then Shifts, and move to the week with the arrows. Each location has a card with seven days. A day is marked Default hours, Customized when this week changes it, or No default set when the location has no hours saved for it.

   

2. 2

   Change the days that differ

   Edit the times, the name or the number of people. Add shift adds a shift. Close this day closes the day for that week only. Use default hours puts a changed day back on the default.

3. 3

   Save the week

   Select Save week on that location's card. A day you did not change keeps following the location's default week.

   

   Each day lists its shifts

   DayChangeSave

   1. Each day lists its shifts
   2. Type how many people it needs
   3. Saved for this week only

Also on this page:

• Copy last week copies last week's shifts (their times, names and numbers of people, not who worked) into this week, for every location on the page. It replaces what this week had, and the week then keeps its own plan: it no longer follows the default week.
• Reset to default hours, shown once a week differs from the default, removes your changes for this week at that location.

The numbers you change in the first step of Auto Schedule, on the web or the phone, are saved to that week in the same way.

Templates#

A template is a week you saved to use again. A company can keep up to 20, shared by all its locations, with names of up to 60 characters.

What uses these numbers#

• Auto Schedule. For each shift of each day it takes the people needed, from that week's own plan if there is one and from the default week otherwise, and subtracts the shifts already on the schedule that cover the whole shift. See Auto-schedule a week.
• The coverage rows. On Schedules, Needed shows how many people the day's shifts still lack at the locations in view, as a red minus number, and the number they ask for once the day is covered. A person fills a place only when their published shift covers the whole shift and they are not on approved leave. Drafts and cancelled shifts fill nothing.

A manager cannot find the page? See I can't see a button or page someone else has.