Roster

Plan the week's shifts per outlet, check coverage, and publish the schedule to staff.

The roster is the plan: who works which shift at which outlet, one week at a time. Managers build it as a draft, review the issues HR’s rules flag (too few hours of rest, a gap in coverage) and publish it. Staff see the published week on their phones.

The Scheduler

Time › Scheduler opens on your shift boards: every outlet’s All staff board and each team board, with how many people are on it, who manages it, when it was made and last published, and whether next week is planned yet. Search by board, outlet or team, or pick one outlet. Plan opens the board on next week with Plan weeks ready; Manage (or the board’s name) opens it. The ⋯ menu also edits or archives a team board, adds a team board at an outlet, and opens the board’s audit trail. Shift rotation lists the weekly-off patterns and the shifts each team is staffed on.

On a board, the steps strip walks the week from draft to published: build the draft, adjust shifts, clear blocking issues, publish to staff.

Plan weeks

Open Plan weeks from the board’s ⋯ menu (or from an empty week) to start the week on screen, or up to four weeks from it, in one go:

• Auto-build fills each person’s working days with their default shift and marks their weekly off, both taken from their policies. Approved leave is kept. People whose weekly-off pattern does not fix a day (a rotating pattern, or none) get no off and are listed as needing a manual off.
• Copy a week repeats any past week’s shifts and offs on the same weekdays. Approved leave in the new week wins over a copied shift.
• Blank starts empty.
• Import opens the spreadsheet import.

If a week already has shifts, you choose to replace them or fill the blanks only. Preview shows what would be written before anything changes. Planned weeks land in the draft, one undo per week.

Publish N weeks publishes every planned week together. If any week cannot be published yet, for example a hard rule issue with no justification, nothing is published and the week is named so you can fix it.

Coming Soon

A full guide to the roster board, coverage view, shift swaps and publishing is being written.