Build and Publish a Schedule
The schedule Builder is the main working screen: employees as rows, days as columns, and shift templates in a sidebar palette.
Create a schedule
- Go to Labour Scheduling → Schedules → Create.
- Enter a name, period (start and end dates), and optionally one location.
- Open the schedule and click Builder.
Use the Builder
- Rows — employees, plus a pinned Open Shifts row
- Columns — days in the period
- Sidebar — shift template palette
- Staffing recommendations — appear when Restaurant is licensed and the location links to a floor plan (advisory only)
Add a shift: drag a template onto an employee and day.
Move a shift: drag the block to another cell.
Edit a shift: click for time, position, notes, unassign, or delete.
Right-click for assign, unassign, delete, or copy to the same day next period.
Each row shows running scheduled hours and estimated cost. If cost cannot be estimated, you see a dash — not a misleading $0. Set a manual rate on the edit popover when needed.
If another manager edits the same schedule, a refresh banner appears so you can reload without silently losing work.
Conflict badges
| Signal | Meaning |
|---|---|
| Red border | Blocking (for example double-booking) — must fix before publish |
| Yellow dot | Warning (rest, overtime risk, leave, understaffing, missing credential) |
Conflict checks include approved leave from HR when that module is licensed, overnight shifts, and qualification warnings for positions that require operational credentials.
Publish, close, and export
- Click Publish when the roster looks right.
- Publish is blocked while red conflicts remain.
- Staff with email on file get email and in-app notice of their shifts.
- After the period passes, Close the schedule so shifts can no longer be edited or deleted.
- From the schedule detail page, Print a PDF roster or Export Excel.
:::warning Publishing notifies staff Publish locks totals and notifies assignees. Fix yellow warnings you care about before you publish. :::