Scheduler: Creating and Editing the Schedule

Find The Scheduler

1. Store Managers

• Navigate to the Scheduler by going to the Retail tab.
• From there, click the Timeclock button, and select Scheduler.
• Store Managers can only create a schedule for their store, with the employees specifically from that store. 

2. Office Administrators

• Navigate to the Locations tab, and select the Employee Scheduler.
• Office Administrators can create a schedule for any store. 

How to Navigate Between Weeks

• You can use the Start Date dropdown to select which week you'd like to view. Whichever date you pick will change the grid to the week that day is in.
• The "Go To Current Week" button always returns you to this week.
• The "Previous Week" button will take you to the week before the week you're currently looking at.
• The "Next Week" button will take you to the week after the week you're currently looking at.

The Scheduler looks like this.

Shifts

How to Add a Shift

• Double-click on an empty cell to pop the dialog. The column of the cell you clicked decides the date of the shift.
  • Alternatively, navigate to the cell using the keyboard and hit the spacebar or press the button at the top of the form.
• The default value for a shift is 8:00 AM to 5:00 PM, which you can adjust accordingly to reflect the shift you'd like to create.
• Select an employee from the drop-down list or begin typing the employee's name and the name will auto-fill. You can leave the shift unassigned (if you want to assign an employee later).
• Hit save or press enter.

How to Add an Unpaid Break

• Double-click on the cell containing the shift you'd like to edit to pop the dialog.
  • Alternatively, navigate to the cell using the keyboard and hit spacebar or press the button at the top of the form.
• Find the Unpaid Break field and enter the appropriate amount of time for a break. 
• Hit save or press enter. The Scheduler will adjust the shift for you, and you will see the adjusted time in the shift cell. 

How to Edit a Shift 

• Double-click on the cell containing the shift you'd like to edit to pop the dialog.
  • Alternatively, navigate to the cell using the keyboard and hit spacebar or press the button at the top of the form.
• Adjust the times or change the employee as needed.
  • The date can't be adjusted from this dialog. If you'd like to change the date, make a new shift instead.
• Hit save or press enter. 

How to Delete a Shift

• Select a shift by clicking it once or navigating to it using the arrow keys or tab.
• Click the delete button at the top of the form or press the delete key.
• Confirm that you want to delete the shift shown.

How to Clear All the Shifts in a Week

• Click the "Clear Week" button at the top of the form.
• Confirm your decision to clear the week via the dialog.

Copy a Week of Shifts

How to Copy a Week to a Different Date

• Click the "Copy Week" button at the top of the form.
• Select the week you'd like to copy to using the date picker. Whichever date you pick will copy to the week that date falls in.
  • Invalid dates: no date, dates before the current week, and the same week you're trying to copy.
• The "Include Names" checkbox is optional. If checked, the shifts will be copied with employee names; if unchecked, the shifts will not have employees assigned.
• Click copy or press enter.

Emailing the Schedule

How to Email The Schedule

• Press the "Email All" button at the bottom-left of the form.
• Confirm your decision using the dialog.
• This will email every employee in the store using their employee emails.
  • If an employee has a personal email registered to their FieldStack employee account, they will also receive an email there.