Category: Workbook Features Audience: All Store Employees Last Updated: 2026-02-11
What Is the Schedule Panel?
The Schedule Panel is a sidebar on the right side of your workspace that shows who is scheduled to work today. It displays each team member as an avatar with their shift time and clock-in status, giving you an at-a-glance view of your team for the day.
Where to Find It
The Schedule Panel appears in two places:
Workbook View -- As a panel in Row 2 of the Workbook dashboard (left side)
Right Sidebar -- As a collapsible panel on the right edge of the workspace (when scheduling is enabled for your store)
Reading the Schedule
Employee Avatars
Each scheduled employee is shown as an avatar with:
Photo or Initials -- Their profile photo, or their initials (e.g., "JD" for Jane Doe) if no photo is set
Status Dot -- A colored indicator showing their current clock status
Name -- Their first name displayed below the avatar (visible in expanded mode)
Shift Time -- Their scheduled start and end time (e.g., "9:00 AM - 5:00 PM")
Note Icon -- A small sticky note icon appears if there are shift notes for this employee
Status Colors
The colored dot on each avatar tells you the employee's current status:
Color | Status | Meaning |
Green | Clocked In | Currently working their shift |
Gray | Clocked Out | Shift has ended, they have clocked out |
Yellow | On Break | Currently on a break |
Red | Late | Shift was supposed to start, but they have not clocked in yet |
Blue | Not Started | Shift has not started yet (upcoming) |
Team Count
The badge next to "Team" in the panel header shows the total number of employees scheduled for today.
Panel Actions
Header Buttons
Button | Icon | What It Does |
View Full Schedule | Calendar icon | Opens a modal with the complete schedule view, including shift details |
Collapse/Expand | Chevron icon | Toggles the panel between expanded and collapsed modes |
Footer
At the bottom of the panel you will see:
Last Updated timestamp -- When the schedule data was last refreshed
Refresh button -- Click to force an immediate refresh of the schedule data from your scheduling provider
Employee Quick Actions
Click on any employee avatar to open a quick-action menu. Available actions depend on your permissions and may include viewing their shift details or shift notes.
Schedule Providers
The Schedule Panel pulls data from your store's scheduling provider. BuyerKiosk supports:
WhenIWork -- If your store uses WhenIWork for scheduling
Homebase -- If your store uses Homebase for scheduling
The schedule data is cached for performance. If you make changes in your scheduling app and do not see them reflected immediately, use the Refresh button to force a re-sync.
Panel States
The Schedule Panel handles several states gracefully:
Loading -- Shows a spinner with "Loading team..." while data is being fetched
Empty -- Displays "No one scheduled today" if no shifts are found for the current date
Error -- Shows "Unable to load schedule" with a Retry button if the data fails to load
Populated -- Shows the full employee list with avatars and status indicators
Date-Specific Schedules
When you use the Workbook's date navigation (the left/right arrows in the Workbook header), the Schedule Panel updates to show the schedule for the selected date. Click Today to return to the current day's schedule.
Tips
Check the schedule first thing when you open the Workbook to know who is on your team today
Watch for red (Late) indicators -- if someone's shift should have started and they are showing as late, you may need to follow up
Use the full schedule view (calendar icon) for a more detailed look at shift times and positions
The panel collapses to save space -- in collapsed mode, you can still see avatar icons and click them for quick actions
The Schedule Panel requires your store to have a scheduling provider (WhenIWork or Homebase) configured. Contact your store administrator if scheduling is not appearing.