Training - Using a Template to Create a Team Member Schedule

In this tutorial, you’ll learn how to use a Schedule Template to create your own Team Member

Schedule.

To learn how to create a new Template, check out our video “Getting Started, Create a New Schedule Template”.

To create our schedule, we’re going to go into the “Time Clock” module.

From Manager Console, click “Time Clock”, then click “Employee Schedules”.

Next click Add to create a new Schedule.

I’m setting my Schedule for two weeks from now.

I can either select a defined work week, or I can use the specific dates to choose my own time frame.

Then, click “OK”.

Now we’ll choose the Template to use as the Default for the whole time period.

I’m going to use the Regular Template, but maybe you have a weekend schedule you’d like to use on Saturday and Sunday.

Or perhaps you have a Holiday Template for days when you’re typically busier because schools are out for example.

Choose your Templates, and then click “OK”.

Now click “Show All Employees”.

Simply drag-&-drop the Team Member into the position and the day that you’d like to fill.

I’ll add Nick in my Party Office on Tuesday, Lucy at Check In, and then in the Restaurant, maybe Zane as a Busser.

Now, if you use the Availability and Time Off Requests capability in the software, you’ll be able to see conflicts if a Team Member is unable to work when you try to Schedule them.

To learn more about using that feature, check out our video tutorial “Daily Operations, Checking Staff Availability and Time Off Requests”.

But let’s say you have a special event on a Monday, and you need a Party Host.

Normally, you don’t have any Party Hosts assigned.

To add that person and position in, click “Allow Time Slot Change” and then add Departments, Positions, and People as you need them.

Alright, now that my Time Blocks are filled with Team Members, I’m ready to see the impact of my schedule on my books.

To do so, click “Sum” on the bottom of the screen, and you can see the economic details of the schedule.

Also, click into a Time Clock and choose Employee Detail.

There you can see the details of their Schedule.

That’s it. You’re ready to save the Schedule.

Choose “Save Changes”, and Are You Sure? “Yes”.

And that’s how you use a predefined Template to create a Team Member’s Schedule.

Thanks for watching. If you have feedback or tutorial requests, send those to Training@CenterEdgeSoftware.com