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Creating and Publishing Employee Schedules

Build weekly schedules, track labor costs in real-time, and publish shifts so your team knows when to work.

Updated over 3 weeks ago

Overview

Plan your team's week, see labor costs update in real-time, and publish schedules everyone can access.

Understanding the Schedule View

When you open Talent > Schedules, you'll see:

Week Navigator:

  • Current week displayed (e.g., "2/02 - 2/08")

  • Total shift count

  • Status badge (DRAFT or Published)

  • Navigation arrows (← Today β†’)

Calendar Grid:

  • 7 days across the top (MON through SUN)

  • Each day shows the date

  • Announcement icon (for shift notes)

Employee List:

  • All active employees for the selected location

  • Hours and cost summary per employee

  • Visual schedule bars showing assigned shifts

Creating a New Schedule

1. Select Your Location and Week

  • Location dropdown: Choose which wash you're scheduling

  • Week navigation: Use arrows or click TODAY to jump to current week

2. Add Shifts to Employees

To create a shift:

  • Click on an employee's row for the desired day

  • OR drag from the employee name onto a day column

  • Enter shift details:

    • Start time

    • End time

    • Break duration (if applicable)

    • Position/role for that shift

    • Any special notes

Visual feedback:

  • Shifts appear as colored bars

  • Length represents hours

  • Cost updates automatically

3. Use Open Shifts (Optional)

What are Open Shifts?

  • Shifts not yet assigned to a specific employee

  • Useful when you know you need coverage but haven't decided who

  • Employees can potentially claim open shifts (if enabled)

To create an Open Shift:

  • Click in the "OPEN SHIFTS" section for a day

  • Set time and role

  • Assign to a specific employee later

4. Review Labor Costs

As you build the schedule:

  • Each employee shows: "X.XX hrs | $XXX"

  • Total week cost visible at bottom

  • Helps you stay within budget

πŸ’‘ Pro tip: WashStacks calculates costs based on the pay rates you set in employee profiles. Keep those updated!

5. Add Shift Announcements

For special notes:

  • Click the announcement icon (πŸ“’) on any day

  • Add messages like:

    • "Holiday pay in effect"

    • "Expecting busy afternoon"

    • "Equipment maintenance scheduled 2-3pm"

  • All employees working that day will see the note

Draft vs. Published Schedules

Draft:

Published

❌ Employees cannot see the schedule
βœ“ You can make unlimited changes

βœ“ No notifications sent

βœ“ Perfect for planning

βœ“ Schedule becomes visible to all assigned employees

βœ“ Employees receive email notification

βœ“ ⚠️ Future changes may notify employees again

Best Practices

1. Schedule ahead:

  • Aim for 1-2 weeks in advance

  • Gives employees time to plan

  • Reduces last-minute requests

2. Review coverage:

  • Ensure you have enough people for peak times

  • Don't forget about breaks and positions

3. Check costs before publishing:

  • Make sure you're within the labor budget

  • Adjust shifts if needed

4. Communicate changes:

  • If you must change a published schedule, notify affected employees directly

  • Use the announcement feature for shift-wide updates

Troubleshooting

Can't assign a shift:

  • Check that the employee is active (not dismissed)

  • Verify that the employee is assigned to the selected location

  • Ensure shift times don't overlap with any of their other shifts

Cost calculation seems wrong:

  • Verify the employee's pay rate in their profile

  • Check that shift hours are correct

  • Confirm break time is properly entered

Employee says they can't see the schedule:

  • Check that the schedule status is Published (not DRAFT)

  • Confirm the employee has logged in at least once

  • Verify they're assigned to the correct location

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