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Scheduling & Shifts

Plan employee shifts with a drag-and-drop calendar, and track clock-in/clock-out records with timecards. Navigate to People > Shifts or People > Timecards in the dashboard.

Subscription required

The shift scheduler is available on Business plans and above. Timecards are available on all plans.

Scheduling & Shifts walkthrough video
Scheduling & Shifts walkthrough video

1. Shift Calendar

The shift calendar shows a weekly grid with employees as rows and days as columns.

Shift calendar with drag-and-drop scheduling

Creating Shifts

There are two ways to create shifts:

Drag and drop: Drag a shift template from the palette on the left onto any cell in the calendar. The shift is created immediately.

Bulk assign: Click Bulk Assign to create shifts for multiple employees at once:

  1. Select a date range
  2. Select the employees
  3. Pick a shift template
  4. Click Assign — shifts are created for each employee on each day in the range

Managing Shift Templates

Shift templates define reusable time blocks. Click Manage Templates to:

  • Create a template with a name, start time, end time, and color
  • Edit an existing template
  • Delete a template (existing shifts using it are not affected)

Use the Previous / Next buttons to move between weeks, or click Today to jump to the current week.

Removing Shifts

Click the X button on any shift badge in the calendar to remove it.

2. Timecards

Navigate to People > Timecards to view clock-in/clock-out records. These are created automatically when employees clock in at a Station device or POS.

Timecards table showing employee clock records

Table Columns

ColumnDescription
EmployeeThe employee's name
StoreWhich store the employee clocked in at
Clock InDate and time of clock-in
Clock OutDate and time of clock-out, or "Active" if still clocked in
DurationTotal time worked (HH:MM)
TypeManual (admin-created) or Auto (device clock-in)

Filtering Timecards

FilterDescription
EmployeeSelect a specific employee or view all
Date RangeFilter by clock-in date range

Adding a Manual Record

Click Add Record to create a timecard entry manually:

  1. Select the employee
  2. Enter the clock-in date and time
  3. Enter the clock-out date and time
  4. Add optional notes
  5. Click Create
tip

Manual records are useful for correcting missed clock-ins or recording time for employees who forgot to use the Station device.

Editing and Deleting Records

Click the three-dot menu (⋯) on any row to edit or delete a timecard record.

Exporting Timecards

On Pro plans and above, click Export to download timecards as a CSV file.

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