Labor Scheduling
Labor Scheduling is a week-at-a-glance shift planner — assign each staff member a Morning, Afternoon, Evening, Night or custom Split shift on any day of the week, track total scheduled hours, and see a per-staff weekly breakdown of shifts and hours worked.
Overview
The whole screen is organised around one week at a time (Monday–Sunday); navigate to any week and every shift entry loaded belongs to that range.
Five shift types are available — Morning (6 AM–2 PM), Afternoon (2 PM–6 PM), Evening (6 PM–10 PM), Night (10 PM–6 AM) and Split (fully custom start/end time) — picking a type auto-fills sensible default start/end times you can still adjust.
Each shift entry carries a Status — Scheduled (default), Confirmed, Cancelled or No Show — so you can track not just who's rostered but whether they actually confirmed or showed up.
Total Hours for the week is calculated automatically from every non-Cancelled entry's start/end time difference; a per-staff weekly summary breaks this down into total shifts and total hours for each individual.
A grid view lays out every staff member against the seven days of the week, so gaps (an unstaffed day) and overlaps (double-booked staff) are visible at a glance.
A list/table view shows the same data as rows — staff name, role, date, shift type, times, computed hours and status — useful for quick scanning or export-style review.
Before You Start
- You must have the Billing feature enabled on your plan.
Step-by-Step Guide
1 Build the week's schedule
- Navigate to the week you want to schedule using the week selector.
- Click "Add Shift", enter the staff member's Name and Role, and pick the Date.
- Choose a Shift Type (Morning/Afternoon/Evening/Night/Split) — start and end times pre-fill; adjust them if the staff member is working different hours.
- Leave Status as Scheduled, or set it if you already know the outcome, then save.
2 Confirm or flag a shift closer to the date
- Open the shift entry for that staff member and day.
- Change Status to Confirmed once they've confirmed they're coming in, or to Cancelled / No Show as the day plays out.
3 Review weekly labor hours
- Check the Total Hours figure at the top of the week for a quick overall number.
- Open the per-staff summary to see individual total shifts and hours for the week, useful for spotting anyone significantly over- or under-scheduled.
Every Field & Button, Explained
| Field / Button | What it does |
|---|---|
Shift Type (Morning/Afternoon/Evening/Night/Split) | Pre-fills a default start/end time band; Split leaves times fully custom for shifts that don't match the four standard bands. |
Status (Scheduled/Confirmed/Cancelled/No Show) | Tracks the outcome of a rostered shift, not just the plan; Cancelled entries are excluded from Total Hours calculations. |
Total Hours | Auto-computed sum of (shift end − shift start) across every non-Cancelled entry in the currently viewed week. |
Per-staff weekly summary | For each unique staff name in the week, shows their role, total shifts and total hours, letting you compare workload across the team at a glance. |
Week navigation | Moves the whole schedule view (and every calculation) to a different Monday–Sunday range. |
Tips & Best Practices
- Use the grid view first to spot unstaffed days or double-bookings, then switch to the list/table view for a scannable, row-by-row check of times and status.
- Update shift Status as the week actually plays out (Confirmed/Cancelled/No Show) rather than leaving everything at Scheduled — the distinction matters if you later need to review who reliably shows up.
- Check the per-staff weekly hours summary before finalising a schedule to catch anyone accidentally over- or under-scheduled compared to the rest of the team.