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Shift Scheduling

Build, manage, and publish employee schedules from one central calendar view.

Premium Feature

Shift Scheduling requires the Team Management feature to be enabled for your store. Contact your administrator to enable it.

Accessing Scheduling​

Navigate to Team > Scheduling in the sidebar (admin and manager roles only).

Weekly Calendar View​

The scheduling page shows a weekly grid with:

  • Rows = Employees who have shifts that week
  • Columns = Days of the week (Monday through Sunday)
  • Cells = Individual shifts with time range and duration
  • Use the left/right arrows to move between weeks
  • Click Today to jump back to the current week

Creating Shifts​

From the Calendar Grid​

  1. Click the + button in any empty cell to create a shift for that employee on that day
  2. Fill in the shift details:
    • Employee (pre-selected based on the row)
    • Date (pre-selected based on the column)
    • Start Time and End Time
    • Role (optional override for this shift)
    • Notes (optional instructions)
  3. Click Create Shift

From the Header​

  1. Click Add Shift at the top right
  2. Select an employee, date, and time range
  3. Click Create Shift

Deleting Shifts​

Click on any unpublished shift (shown with a dashed border) and confirm deletion. Published shifts cannot be deleted.

Publishing the Schedule​

Shifts are created as drafts (unpublished) by default. Employees cannot see draft shifts.

  1. Create all shifts for the week
  2. Click Publish (N) at the top — the number shows how many unpublished shifts exist
  3. All unpublished shifts become visible to employees
  4. Email notifications are sent to each affected employee

What Employees See​

Once published, employees can view their upcoming shifts on the Time Tracking page and the Dashboard.

Weekly Hours​

The Hours column on the right shows total scheduled hours per employee for the displayed week, helping you balance workloads and avoid overtime.

Tips​

  • Build the full week's schedule before publishing — you can only publish once per batch
  • Published shifts appear with a solid background, unpublished shifts have a dashed border
  • Use the Role field to assign employees to specific positions for a shift (e.g., "Budtender", "Cashier")

Auto-Fill from Template​

Instead of creating shifts manually, you can auto-generate a full week from a saved template:

  1. Click Auto-fill in the toolbar
  2. Select a shift template
  3. The system assigns available employees to each slot based on role, availability, and fairness
  4. All generated shifts are unpublished — review and adjust before publishing
  5. Slots that couldn't be filled are reported so you can address gaps manually

See Shift Templates for how to create and manage templates.

Staffing Recommendations​

Toggle Show Staffing in the toolbar to see recommended headcount overlaid on the schedule. Recommendations are based on your store's historical sales data:

  • Green — Staffing matches the recommendation
  • Yellow — Slightly over or understaffed
  • Red — Significantly understaffed

Adjust the "Transactions per Staff per Hour" setting in Settings > Team Management to tune the recommendations for your store.

Shift Swap Requests​

Employees can request to swap or give up a shift:

  1. Employee clicks Request Swap on one of their published shifts (from the Dashboard)
  2. The request appears in the Swap Requests panel on the Scheduling page
  3. Manager reviews and approves or denies the request
  4. On approval, the shift is reassigned and both employees are notified

A badge on the Scheduling page shows how many pending swap requests need review.

Next Steps​