Guides for managers and employees
Practical explanations of the main Workforce Manager workflows, from setting up a workplace to publishing shifts and handling day-to-day changes.
Start with the workplace setup
Workforce Manager is built around workplaces. Managers begin by creating the workplace, adding employees, defining roles and recording the information that affects scheduling. Keeping contracted hours, employment percentage, role eligibility, availability and leave accurate gives both manual and automatic scheduling a reliable starting point.
Getting started walks through the setup from account creation to the first published schedule.
Build and publish schedules
The schedule is the central view for planning shifts. Managers can create shifts manually, review staffing coverage and publish the prepared rota to employees. Publishing is handled by month so changes to one scheduling period do not unintentionally replace another. Employees see their published schedule while managers retain the controls needed to edit future staffing.
Employee scheduling explains roles, coverage, publishing and open shifts.
Use auto scheduling as a starting rota
Auto scheduling uses workplace staffing requirements together with employee constraints. Approved leave, availability, role eligibility and contracted-hour limits are considered before shifts are assigned. The scheduler also considers rest patterns, consecutive workdays and cross-location conflicts. If coverage cannot be filled without breaking a hard constraint, an open shift is preferable to silently over-scheduling an employee.
Auto scheduling explains what data to prepare and what managers should review before publishing.
Understand the time clock
The time clock connects attendance with scheduled work. Employees clock against their scheduled shift, while managers can compare scheduled and recorded activity. The dashboard can use clock activity to show who is working or late, and time-clock history provides a clearer record for operational review.
Time clock guide covers scheduled time, worked time and workplace context.
Handle changes after publishing
Schedules change. Workforce Manager supports shift swaps, give-aways and open-shift claims so changes can move through a structured workflow instead of disappearing into group chats. Requests can remain pending until the required employee and manager approvals are complete, and direct scheduling conflicts are checked before the change becomes final.
Shift requests explains swaps, give-aways, claims and approvals.
Work across several locations
Employees can belong to more than one workplace. Managers work in a selected location context while the system can still check an employee's schedule across the company for conflicts. Employees can see shifts from other assigned locations as context without being able to edit another workplace's schedule.
Multi-location scheduling explains which information is workplace-based and which information follows the employee company-wide.