Schedule: the week and Assign

The Staff tab is where the schedule is lived in. It shows the week for everyone at a location, a view of today, and the buttons that give people their timetable.

The owner always does. A manager sees it once staff scheduling is on and Manage the schedule is theirs. Staff never see it. Before staff scheduling is on, the owner sees Set who works when instead — see Schedule: who works when.

• The button stays greyed out until you have chosen a roster, chosen who, and there is someone to assign. Hover it to see which.
• A roster that repeats over several weeks says so: “Repeats every 2 weeks · people join its first group.” People you add here join the first group; to put someone in another group, open the roster.
• If you have not made a roster yet, the box says so: “You have not made a roster yet. Make one on the Rosters page, or choose Works whenever we are open.”

The Week view has one row per person and one column per day. Use the arrows for the previous and next week and Find a person to search. The Person filter shows Everyone or just one person — handy for a manager checking one person's week, and it is what the calendar button on the Team page opens. The lines filter shows All lines or one line, and Whole location shows people who serve no line. Each line’s heading says how many people are on it and has a button to hide or show them.

A key under the week explains these marks. Each person’s row also shows their hours for the week. Is every line covered? under the grid gives, for each day, how many people are working on each line and any time it is open with nobody. Press Fix it, or the line’s button, to see who could cover.

Click a person’s box for a day. A box asks Choose what the day is — a shift, two shifts for a split day, or a day off — and then How long it holds.

• If the day has already started, the box says so: “This day has already started — the report keeps the original times.” The change is saved and shown as “Changed afterwards”.
• If the person is on leave that day, leave comes first. A change only shows once the leave is removed.
• A day in the past corrects the record and the report. It does not change what visitors saw that day.
• Take this change off removes a one-day change so the roster shows through again.

Tick boxes — one box, a person’s whole week, a day, everyone on a line, or everyone shown. A bar appears at the bottom saying how many people and boxes you chose.

Each action ends with “Done — … set on 4 boxes.” and an Undo button for a few seconds. If part of it cannot be put back because someone else changed it, the page says what was restored and what was left alone.

On a person’s row, Same week as… gives them another person’s timetable from today. Search for the person, and a sentence tells you exactly what will happen — for example “Priya will work Shop week, like Ben, from today.” Press Copy the week. If the other person works a roster that repeats over several weeks, the copy starts on its first week. If the other person works whenever you are open, there is no week to copy and the choice is greyed out.

Switch from Week to Today to see who is meant to be working now. On a narrow window (under 640 pixels) the tab opens on Today. You can show all lines or one.

“In” means signed in to turnda, at a counter, or with a visitor — whichever was seen first. It does not know about breaks, training or work away from the floor. People on leave or on a day off today are listed at the bottom. People with no shift, roster or leave are not listed: they work whenever the line is open.

Each line heading has a Follows the schedule switch. On: visitors can pick a person only when that person is working, and they see who is away. Off: that line ignores the schedule. The question mark beside it explains what the switch means for that line.

Related: Schedule: Rosters · Schedule: Leave and cover · Schedule checks