Shift scheduling

TicketStacker has shift scheduling built in, so a team that only uses a separate app to schedule can drop it. Managers build each Location's week, publish it, and everyone sees their shifts on Work schedule and Home. Any company can use it.

Turn it on

A company Admin opens Settings → Company and, under Shift scheduling, clicks Turn on scheduling. Work schedule then shows in the menu under Team. (Before anything is set up, Work schedule also offers Turn on scheduling to Admins.)

If you also connected When I Work, turning on scheduling makes TicketStacker's own shifts the schedule everywhere instead. Turn off scheduling (on Work schedule → Settings, or in Settings → Company) hides the menu again and keeps your shifts for later.

Shifts are scheduled by Location, so add your Locations first.

Who builds schedules

• Admins schedule every Location.
• Each Location's manager (set on Locations) schedules that Location.
• Schedulers: on Work schedule → Settings, an Admin ticks anyone else who builds and publishes schedules for every Location and clicks Save schedulers.

Everyone else sees the published schedule, their own shifts and their requests.

Build the week

Open Work schedule → Week and pick a Location. People based at that Location are the rows (plus anyone else scheduled there), the days are the columns, and the top row holds Open shifts.

• Click + in a cell to add a shift for that person and day. Choose the Person (or leave it as an open shift anyone can pick up), the Position, the Starts and Ends times and any Notes, then Save shift. An end time before the start means the shift ends the next day.
• Click a shift to change it. To repeat it on another day, pick the day under Copy to and click Copy shift. Delete shift removes it.
• Copy last week copies last week's shifts at this Location into this week. Shifts already there are skipped.

New and copied shifts are drafts, marked Draft. Only people who schedule the Location see them.

Times are entered in your company's time zone (Settings → Company) and shown to each person in their own time zone (Settings → My profile).

Publish it

When the week looks right, click Publish week. Everyone with a shift that week gets one notice under the bell and an email listing their shifts. People based at the Location hear about open shifts under the bell. After that, changing or deleting a published shift tells whoever it affects.

People who don't want the emails turn off My work schedule is posted or changes in Settings → Notifications. The notices under the bell still come. These emails only go to your own team.

My shifts

Everyone opens Work schedule → My shifts to see:

• My shifts: their published shifts for the next four weeks.
• Open shifts: click Pick up to take one. If your company wants a manager to approve pickups (the default), it shows Requested until a manager approves. Shifts teammates offered show here too, with Take shift.
• Time off: pick the First day and Last day (or tick Part of the day and give the times), add a reason if you like, and click Request time off. Only you and the people who schedule see the reason. Cancel request withdraws it.

Offer or swap a shift

Next to one of your upcoming shifts, click Offer, choose Anyone or one teammate under Offer to, add a note and click Offer shift. A teammate takes it, then a manager approves the swap. Until then the shift stays yours. Withdraw takes the offer back.

Approve requests

People who schedule see Work schedule → Requests, with a count of what's waiting:

• Time off requests: Approve or Deny. A note warns when the person already has shifts on those days. Admins, schedulers and the manager of the person's Location decide; nobody but an Admin approves their own.
• Swaps and pickups: Approve or Deny. Approving moves the shift to the new person.

Everyone involved is told. Approved time off shows on the week as Time off.

Settings

On Work schedule → Settings, Admins:

• Choose whether picking up an open shift needs a manager's approval, then click Save.
• Pick the Schedulers.
• Add Positions (Cashier, Groomer, Driver...) with a color. Click Add position; Remove takes one off the list. Shifts keep the position they were given.

Everywhere else

With scheduling on, TicketStacker's published shifts are your schedule everywhere:

• Home's Working now card shows who's on now and your own current or next shift.
• A stack with Give new tickets to whoever is on shift (in the stack editor's Stages) gives new tickets at a Location to someone on shift there who can work the stack.
• With Sales & Inventory, Analytics shows Scheduled labor: the hours on published shifts, by month and Location.

TicketStacker never stores pay rates, hours worked for payroll or PINs. Keep using your payroll or time-clock app for those.