Scheduling

The Staff Schedule shows who works when, one row per staff member. Open it from Staff Management > Staff Schedule, or click Schedule on the Tasks board. Administrators and property managers can use it.

The page has two tabs: Schedule and Time Off.

Reading the Schedule

• Switch between Week and Day, move with the arrows, and click Today to jump back.
• Filter by Staff shows one person.
• Each day header shows that day's departures (up arrow), arrivals (down arrow), and turnovers (circular arrow) across your properties. Busy days are highlighted. Hover a header for the details.
• Approved time off shows as an Off block across the person's row. Shifts on those days are dimmed and struck through.

Adding a Shift

1. Click Add Shift, or click an empty cell in a staff member's row.
2. Choose the Staff Member and Date.
3. Set the Start Time and End Time.
4. Optionally choose the Property and add Notes.
5. Click Create Shift.

The shift appears on the schedule and in the staff member's portal. To put two people on the same job, add a shift for each.

Viewing or Deleting a Shift

Click a shift to see its staff member, date, time, status, property, and notes. To remove it, click Delete Shift and confirm.

Shifts can't be edited. Delete the shift and add a new one.

Time Off

The Time Off tab lists requests from staff and blocks set by managers. See Time Off Requests for approving, denying, and blocking time off.

Common Questions

Can I set up recurring shifts? No. Add each shift on its own.

Do shifts create tasks? No. Shifts say when someone works. Tasks say what needs doing. Booking turnovers and pre-arrival prep become tasks automatically (see Task Management).

Can staff see each other's shifts? No. Staff see only their own schedule in the staff portal.

Related

• Time Off Requests: Requests, approvals, and blocks.
• Task Management: Creating and assigning work.
• Staff Reports: Shift hours and labor cost.
• Staff Portal Guide: How staff see their schedule.