Adding or removing someone when scheduling is on
While staff scheduling is on, the Team page asks one more thing when you add someone and one more thing when you remove someone. Both keep the schedule and the visitors from being left with a gap.
Adding someone — which roster do they work?
After you add a person to a place where staff scheduling is on, a box asks Which roster does Daniel work? It says “Choose the week they follow. You can change it any time on Schedule.” One press answers it:
| Choice | What it does |
|---|---|
| A roster from the list | Puts the person on that roster from today. If the place has no rosters yet, the box says “This place has no rosters yet.” |
| Works whenever we are open | No fixed shifts. They are counted as working all the hours the place is open. On a day with three or more opening windows they are in for every open window and away between them. |
| Decide later | Nothing is saved. They wait in the To do list of the Schedule checks as “No timetable” until you choose. |
If saving fails, the box says so — “We could not save that. Try again, or choose Decide later.” The invitation and the person’s role are not affected either way.
When a person could not be placed
If an invitation went through but turnda could not place the person at one or more locations, the box stays open with an error — “… was added, but couldn’t be placed at one or more locations — so they can’t serve yet.” Press Retry placement to try the places that did not work, or assign them later from the Team page (Manage → Assign to locations). A person with no place cannot serve any line.
Removing someone — what about their visitors?
When you press Remove from team, turnda first checks whether the person has appointments still to come that asked for them, visitors waiting for them now, or leave they were covering. If so, a step called Before you remove Maya opens. If there is nothing to ask, you go straight to the usual confirmation.
The step says, for example, “Appointments still to come that asked for Maya: 4.” and “Visitors waiting for Maya now: 2.” Then What should happen to these visitors:
| Choice | What it does |
|---|---|
| Move them to the first available person | Each appointment keeps its time and its line. Visitors who are waiting keep their place. |
| Move them to another person | You choose who under Who takes them. Anything that person cannot take — for example a time they are already booked — goes to the first available person, and the step tells you how many. |
| Leave them as they are | The Appointments page will say “asked for a person who has left”. Anyone serving the line can call them. |
- If the person is the cover for leave still to come, the step lists it and warns that after the removal it will show “No cover”.
- Press Continue to go on to the confirmation Remove this teammate?. The button is greyed out with a reason until you have chosen — and until a person is picked, if you chose to move them to someone.
- If turnda cannot check their appointments, the step says “We could not check this person’s appointments. Please try again.”
- A manager cannot remove the only manager of a location. The Remove tile is greyed and says “Only manager of Northside — add another manager there first.”
The rest of removing someone — the confirmation, the username that stays taken, bringing a removed person back from Removed people within about 30 days, and cancelling an invitation — is in Invite your team.
Businesses that do not use staff scheduling are not asked this. When a person is removed, or taken off a location, the waiting visitors and the appointments still to come that asked for them move to “anyone available”, and the screen tells the owner how many: “Visitors who asked for them now go to anyone available — waiting: 2, booked: 4.” The same happens when staff scheduling is on, unless you chose “Leave them as they are” on the removal step.
Searching the team
On a long Team page, the box Search the team (placeholder “Search by name…”) narrows the list to people whose name matches what you type.
Related: Invite your team · Schedule: Leave and cover · Schedule checks