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Scheduling System

The Schedule Calendar is your command center for managing employee shifts. View your team's schedule at a glance, create and edit shifts with draganddrop, co...

Written by Ryan VanVuren

The Schedule Calendar is your command center for managing employee shifts. View your team's schedule at a glance, create and edit shifts with drag-and-drop, copy previous weeks, use templates, and track labor costs — all from one powerful interface.

<br> The Schedule Calendar showing the weekly timeline view with employee rows and shift columns.


Getting There

Navigate to Scheduling > Schedule Calendar from the admin sidebar, or go directly to /admin/{store}/schedule.

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The Scheduling section in the sidebar expands to show all scheduling pages.


Interface Layout

Area

Purpose

Toolbar

Week navigation, view toggles, copy/template/overlay controls

Employee Panel (left)

Lists all schedulable employees with initials, name, position, and weekly hours

Calendar Grid (center)

Interactive timeline showing shifts by day and employee

Labor Summary (bottom)

Regular hours, overtime, total hours, estimated cost, and key stats


Navigating the Calendar

Changing the Week

Use the left/right arrows next to the date range to move between weeks. Click Today to jump back to the current week.

View Options

Switch between views using the toolbar buttons:

View

Description

Day

Single day with hourly detail

Week

Standard 7-day view (Mon-Sun) - the default view

2 Wks

Two-week overview for planning ahead

Month

Full month at a glance for high-level visibility


Creating and Editing Shifts

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Creating a Shift

  1. Click on any empty cell in the calendar grid (intersection of employee row and day column)

  2. A shift creation form appears with start time, end time, and position fields

  3. Set the shift details and click Save

Editing a Shift

  1. Click on an existing shift block in the calendar

  2. Modify the start time, end time, position, or notes

  3. Click Save to apply changes

Drag and Drop

  • Move a shift: Drag a shift block to a different day or employee row

  • Resize a shift: Drag the edges of a shift block to adjust start/end times

Tip: Hold Ctrl (or Cmd on Mac) while dragging to copy a shift instead of moving it.


Copying Schedules

Copy Previous Week

Click the Copy button in the toolbar to copy last week's entire schedule into the current week. This is the fastest way to maintain a consistent weekly pattern.

Copy Day (Day View Only)

When in Day view, you can copy a specific day's shifts to another day.


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Templates

Click the Templates dropdown in the toolbar to access schedule templates.

Action

Description

Save as Template

Save the current week's schedule as a reusable template

Apply Template

Load a saved template into the current week

Manage Templates

Edit, rename, or delete existing templates

Tip: Templates are great for seasonal patterns - save a Holiday Week or Summer Hours template and apply when needed.


Open Shifts

Click the Open button in the toolbar to show or hide the Open Shifts row at the top of the calendar. Open shifts are unassigned shifts that employees can claim through the mobile app or approval queue.


Calendar Overlays

Click the Overlays dropdown to layer additional data on top of your schedule:

Overlays Dropdown

Calendar overlays add visual data layers to help you make smarter scheduling decisions.

Overlay

What It Shows

Availability

Employee availability patterns

Time Off

Approved and pending time-off requests

Wait Time

Heat map of historical customer wait times

Sales Volume

Transaction and revenue data


Shift Coloring

Click the Colors dropdown to change how shifts are color-coded:

Colors Dropdown

Option

Description

By Role

Colors based on employee position (Buyer, Manager, etc.)

By Shift Type

Colors based on Opening, Mid, or Closing shift classification


Publishing the Schedule

The schedule status is shown in the toolbar (e.g., PUBLISHED or DRAFT).

  • Publish: Makes the schedule visible to employees on the mobile app and My Schedule page

  • Unpublish: Reverts to draft mode

Tip: Always review the schedule before publishing. Employees receive notifications when a new schedule is published.


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AI Schedule Generation

Click Generate with AI to use AI-powered scheduling. The system analyzes employee availability, position requirements, historical patterns, and labor budgets to suggest an optimized schedule.


Labor Cost Summary

The bottom bar shows real-time labor metrics for the displayed week:

Metric

Description

Regular Hours

Total non-overtime hours scheduled

Overtime Hours

Hours exceeding overtime thresholds

Total Hours

Combined regular + overtime hours

Estimated Cost

Projected labor cost based on pay rates

Employees Scheduled

Number of employees with shifts this week

Shifts This Week

Total number of individual shifts

Open Shifts

Unassigned shifts available for claiming

With Overtime

Number of employees in overtime

Avg Cost/Hour

Average labor cost per hour


Quick Actions

Button

What It Does

Timesheets link

Jump to the Timesheets page for the current week

Gear icon

Open Scheduling Settings

Refresh icon

Reload schedule data from the server


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