HelpTeam & rolesSchedule: Rules

Schedule: Rules

Rules are the few decisions that shape how the schedule behaves at one location. Each is a single switch or a short choice, and each takes effect the moment you press it.

Owner & Manager Where: Schedule → Rules 5 min read

Quick answer. The Rules tab is the first step of Schedule. The usual choices are already on, so you can press Save rules and move on. You only come back when you want a check turned off, or a different warning time.

Example A dental clinic never has a quiet day, so the owner leaves every check on and chooses Count someone as not in after 5 min. A small barber shop with one chair turns the “Two places” and “Shifts overlap” checks off, because they can never happen there.

Who can change the rules

The owner, or a manager of this location who has Manage the schedule. Anyone else who can open the tab sees the switches greyed out, with the reason on hover: “Only owners and managers can change this”. Rules apply to one location. If you manage other locations, a Copy to… button at the top copies these rules to them. You tick the places, see which ones will be replaced, confirm, and can Undo for a short time afterwards.

Saving the first time

Open Schedule and stay on Rules. While step 1 is open the page says: “These are the usual choices, already switched on — except the two rules, which start off. Change what you like, then press Save — saving finishes step 1.”
Change anything you want.
Press Save rules. The page says “Rules saved — step 1 is done. Next: your opening hours.” and offers Go to Hours.

After step 1 is done there is no Save button. Each switch saves by itself and shows “Saved”.

Every rule

Group	Rule	What it does	Usual setting
What we check	Two places	Checks for the same person on two lines, or at two locations, at the same time.	On
What we check	Same hours, two lines	Checks for one person down for the same hours on two lines of this location, with no line chosen for those days.	On
What we check	Shifts overlap	Checks for one person with two shifts on the same day whose times overlap.	On
What we check	Outside hours	Checks for a shift that starts before the line opens or ends after it closes.	On
What we check	Cover is away	Checks for a person covering a leave who is away on one of its days.	On
What we check	Appointments	Checks for appointments with a named person at a time that person is not working.	On
What we check	Empty line	Checks for a day the line is open and nobody is scheduled on it.	On
What we check	No timetable	Checks for a person at this location with no roster and no times of their own.	On
Leave	Always ask who covers	Every leave needs a person who covers, or “Nobody covers”. Off: the question can be left empty.	On
Leave	Move appointments to the cover	The first choice offered when a leave has appointments. Off: the first choice is “Leave them as they are”. You can still choose for each leave.	On
Visitors	Let visitors wait for someone starting within the hour	Visitors can pick a person whose shift starts soon. Off: a person who is not in yet cannot be picked.	On
Visitors	If their person is away, anyone on that line can call them	Off: only that person’s own counter can call the visitors who asked for them.	On
Timing	Count someone as not in after	Minutes after the shift starts. You choose 5, 10, 15 or 30.	10 min
Timing	Warn me when someone is not in	Raises a warning, “… is scheduled but isn't in. Visitors waiting for them can't be called.”, that many minutes after a shift starts. It shows in Needs attention on the Dashboard and in the amber Warnings badge beside the bell, not in the bell. It is never shown for a person who does not sign in.	Off
Timing	Look ahead for the checks	How many days ahead the checks look. You choose 7, 14 or 30.	14 days
Counters	Staff can take a counter only around their shift	Only appears if the location has counters. See below.	Off
Staff scheduling	Staff scheduling is on	One switch for the whole business. Only the owner sees it.	The owner’s choice

A check you turn off is not run, and its tile on the Schedule checks panel reads “Turned off in Rules”. Turning a check off does not delete anything. See Schedule checks.

The counter rule

Staff can take a counter only around their shift stops someone signing in at a counter long before or after they are meant to work. When it is on, a person who has a schedule can take a counter from 30 minutes before a shift starts until 30 minutes after it ends.

It only applies at the moment someone takes a counter. Nobody is signed out, and nobody is ever stopped while they are with a visitor.
People with no shifts are not affected. Owners and the managers of that location are never refused.
A person covering for someone, or taking a counter on behalf of someone else, is never refused.
After the 30 minutes, a person whose shift has ended is still let in when nobody else is scheduled on that line, or the person who is scheduled is not in.
If the schedule cannot be read, the answer is yes. A broken record can never lock your business out.
It does not limit signing in to turnda itself, only taking a counter. Taking over a colleague’s counter follows the same rule.
A person who is refused reads: “You are not scheduled now. Ask your manager if this is wrong. (Rule: Counters only around a shift — Schedule › Rules.)”

Warn me when someone is not in

“In” means signed in to turnda, at a counter, or with a visitor — whichever is seen first. It does not know about breaks, training or work away from the floor.

The warning names the place and the person, for example “Orchard · Maya is scheduled but isn't in. Visitors waiting for them can't be called.”, and its button is Open schedule. Other schedule warnings in the same list say “nobody is scheduled …” or “… has no timetable”.
It clears itself when the person arrives or is put on leave. You can Snooze until closing it from the badge's list.
It goes to the owner and to the managers of that location who have Manage the schedule. Staff do not see it.
A person who has never signed in at all is shown as “Does not sign in” and is never reported as late.

Turning staff scheduling off

The owner can turn the whole thing off from the last group on this tab. A box asks: Turn off staff scheduling? Choose Turn off staff scheduling to confirm or Keep it on to cancel. Your shifts, rosters and leave are kept — turning it back on brings them back. What visitors stop seeing is listed in Schedule: who works when.