Building and Publishing a Weekly Schedule

Overview

The Schedule module lets managers build, edit, and publish the weekly staff schedule. You can add shifts, set templates, use AI optimization, and notify staff — all in one place.

Step 1: Navigate to Schedule

Click the clock icon in the left sidebar. The Schedule page opens to the current week by default. Use the week selector at the top to navigate to the week you want to schedule.

Step 2: Add Shifts

Click the + Add Shift button at the top of the page. Select the employee, position, date, and shift time. Click Save to add the shift to the schedule grid.

Step 3: Use AI Optimization (Optional)

Click the AI-Optimized button in the top right to have CheddrAI suggest an optimized schedule based on your sales history and staffing needs. Review and accept suggestions as needed.

Step 4: Copy or Load a Template

To speed up scheduling, click Load to apply a saved schedule template, or Copy to duplicate a previous week's schedule as a starting point.

Step 5: Review and Adjust

Review the full schedule in the grid. Click any shift to edit or delete it. Use the Filter button to view by position or employee. Switch to Compact View for a condensed layout.

Step 6: Publish the Schedule

Once ready, click the Publish button. Staff will be notified of their shifts via the CheddrSuite app or email. Published schedules are visible to employees in their accounts.

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