Staff Schedule

Move to a different day

Change which day's shifts the timeline shows.

1. Click the left-arrow button to step one day back.
2. Click the right-arrow button to step one day forward.
3. To jump to any date, click the middle button showing the current date, then pick a day in the calendar that pops up.
4. The grid reloads automatically for the day you chose.

Generate the staff schedule

Build shifts when the timeline is empty or you want a fresh schedule.

1. Click Generate Schedule (AI) in the top-right of the toolbar.
2. Wait while a Generating Schedule... toast appears and the button shows a spinning loader; it is building an optimized schedule for the next two months.
3. Wait for the Schedule Generated! success toast.

💡 Tip: Re-running this replaces existing shifts within the next two months with a fresh set; days before today are left unchanged.

Quickly mark a shift status

Use this for statuses that don't need a specific time: Scheduled, Called Out Sick, No Show, and PTO / Vacation.

1. Click the staff member's shift tile to open its menu.
2. Click the status you want, for example Called Out Sick or PTO / Vacation.
3. A Status Updated toast confirms the change, and the tile changes color and icon to match.

Record a late arrival

1. Click the shift tile, then choose Late Arrival... from the menu.
2. In the Edit Shift dialog, enter the time the person actually arrived in Actual Start Time.
3. Optionally adjust Actual End Time and add Notes.
4. Click Save Changes and confirm the Shift Updated toast.

💡 Tip: If you set both a later start and an earlier end, the status automatically switches to Late Arrival + Early Departure when you save.

Record an early departure

1. Click the shift tile, then choose Early Departure... from the menu.
2. In the Edit Shift dialog, enter the time the person actually left in Actual End Time.
3. Optionally add Notes.
4. Click Save Changes and confirm the Shift Updated toast.

Edit any shift's details

Set any status, real times, and notes from one dialog.

1. Click the shift tile, then choose Edit Details... at the bottom of the menu.
2. Use the Status dropdown to choose any status, from Scheduled through PTO / Vacation.
3. For Late Arrival, Early Departure, or the combined status, set the Actual Start Time and Actual End Time fields that appear.
4. Type any context in Notes, then click Save Changes — or Cancel to close without saving.

💡 Tip: This page is Admin-only. Shifts come from the generator, so there's no way to add a brand-new shift from scratch or delete one — you only edit existing shifts.