Set up your staff roster

Time: 10 minutes

Week A and Week B

Most rosters repeat every week. Some repeat every two weeks. For those, pick Week A / Week B: two weekly patterns that take turns.

For example, Sam works Saturdays in Week A only. Set Sam's Saturday in a Week A week, and it repeats every second Saturday.

You don't need to work out which week is which. While the roster runs over two weeks, Week A or Week B shows beside the dates at the top.

Use it for:

• A groomer who works every second Saturday
• Two staff who take turns working weekends
• 4 days one week and 5 the next

Weeks run Sunday to Saturday.

Before you start

The roster greys out the days a location is closed. Set those first in your business hours: Set your shop's working hours.

Open the roster

Go to Staff › Roster. Each row is a person and each column a day, with the hours under each day and each person's week on the right.

• ‹ › moves a week back or forward.
• All locations shows one location at a time (if you have more than one).
• Grey hatching means the location is closed that day.

Choose how the roster runs

1. At the top, tap Every week or Week A / Week B.
2. On a phone, tap ⋯ beside the Staff title, then Roster settings.

Only the business owner can change this.

Set a shift

1. Click a shift (or an empty day) in a person's row.
2. Choose the Location, Start and Finish.
3. Add a Break if they take one, and when it starts (Break from).
4. Choose:
   • Only this Saturday: changes this date only
   • Every Saturday from now: repeats from this date on. Earlier weeks stay as they were.
5. Tap Save, or Day off to take them off that day.

With Week A / Week B, Every Saturday from now repeats in the same letter only. Set it in a Week A week and it repeats every Week A.

On a phone, tap a person under the day, or + Add a shift.

Switching between Every week and Week A / Week B

• Switching to Week A / Week B changes no shifts. Every shift you've set keeps running in both weeks.
• When you change a day from now on in a Week A week, only Week A changes. Week B keeps its shift.
• Switching back to Every week makes a draft from the week you're looking at. Past weeks and pay periods that have ended or been paid never change. Tap Publish roster to apply it.
• Where a day had both a Week A and a Week B shift, the one set most recently is kept.

Copy last week

Copy last week copies each person's shifts from the week before into the week you're looking at, for this week only. Your repeating shifts don't change.

With Week A / Week B, last week is the other letter, so you get that week's shifts. Change what you need before you publish.

With one location picked, it copies that location only.

Publish the roster

Every change is a draft until you publish. You'll see how many changes aren't published yet, beside the button.

1. Tap Publish roster (on a phone, Publish).
2. Tap Publish to confirm.

Staff see only published shifts, in the app. Owners and location admins see drafts too.

Time off

Requests from staff show under Time off below the roster, and on the person's day. Staff ask from Staff › My page › Time off › Request time off.

Make the calendar follow the roster

Under the roster, turn on The calendar and online booking follow this roster, then tap Follow the roster.

When it's on:

• A groomer can be booked only in their shifts, on the calendar, online and on the waitlist.
• A day with no shift is a day off.
• Only published shifts count.

When it's off, everyone keeps the location's hours and the roster is just a plan. Only the business owner can change this. On a phone, it's under ⋯ › Roster settings.

Good to know

• A location admin can roster their location and publish. Only the owner can change how the roster runs, or the switch.
• A one-off change on a date always wins over the repeating shift for that day.