Manage Schedules

The Manage Schedules tab is where you can create schedules, assign tasks, and set up schedule events across all your locations. WorkMate makes it easy to build employee schedules by allowing you to filter tasks by store location and staff members. You can also view your schedules by month, week, or day for maximum flexibility and planning efficiency.

Documentation:

1. Creating Schedules

• You can create schedules that are linked to specific store locations.

• When you select a store location to begin scheduling, only the tasks associated with that location will be displayed.

• You also have the option to create multiple schedules for a single location; for example, to organize tasks by department.

• Each schedule can have one of three statuses:

  • Draft: A work-in-progress schedule not yet visible to staff.

  • Scheduled: A schedule set to automatically publish at a later date.

  • Published: A schedule that is immediately available for staff to view.

2. Managing Staff Members

• Select staff members to assign their designated tasks within a schedule.

• You can:

  • Select multiple staff members to view their combined availability for easier teamwork planning.

  • Filter staff by location to streamline scheduling.

  • By default, only tasks assigned to the selected staff members will be shown (this setting can be toggled off if needed).

• Once the schedule is published, all tasks assigned to staff members will appear in their individual schedules.

3. Managing Tasks

• The tasks displayed during scheduling will depend on the store location and staff members you select.

• Only tasks relevant to your current selections will appear, ensuring a clean, organized scheduling process.