SocialSchedules

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This section provides instructions for using the scheduler, managing employees, reviewing timecards, and other tasks across both desktop and mobile.

SocialSchedules For Managers

Find your way around the Scheduler and choose how you view your schedule.

Scheduler overview

Build your schedule by creating, editing, and publishing shifts.

Create and Manage Shifts/Schedules

Save a schedule as a template, then load it into any future period to build schedules faster.

Schedule Templates

Create, advertise and fill an open shift opportunity

Open shifts

View labor costs as a percentage of forecast sales as you schedule

Sales and Labor Management

Prevent employees from requesting time off on certain days

Block days from time off requests

Add events like holidays, meetings, or training days to the Scheduler so you can plan shifts around key dates.

Add an event to the Scheduler

Learn how to view employee availability directly on the Scheduler to make informed scheduling decisions, avoid conflicts, and ensure shifts are assigned to team members who are available to work.

Viewing Employee Availability on the Scheduler

Filter your schedule to focus on shifts that have a compliance warning

View Compliance Warnings

Use the Scheduler to create, manage, and view employee shifts

Scheduler

Print or save a copy of your schedule as a PDF to share with your team or display in the workplace.

Print the Schedule

Print out a pre-filled timesheet with scheduled shifts for employees to complete.

Printing a Manual Timesheet

Print the schedule or manual timesheets directly from the Scheduler

Print schedule / timesheet

Give workers in your schedule permission to drop their shifts

Shift Drop (Employer)

Give workers in your schedule permission to swap their shifts

Shift Swap (Employer)

Enable employees to swap and drop shifts 

Shift swaps and drops

Learn the basics of timecards in SocialSchedules

Getting started with timecards

Use filters and status to manage timecards

Manage Timecards

Watch this video to see how to approve timecards within SocialSchedules

How to approve timecards

View, edit, delete and revert to actuals for an individual timecard

Edit Timecard

As a manager you can edit a worker's live timecard

Edit a Live Timecard

Export timecards for any date range and timecard status

Export Timecards

Print a single timecard or multiple timecards

Print Timecard

Timecards are a record of hours worked - integrate with payroll

Timecards

Invite and manage employee profiles, including availability, certifications and access

Managing employees

Set up the hours and days that you are available to work as an employee. Managers and administrators can view these availability directly in the app at any time.

Workers Availability FAQ

Invite a new worker, staff member, employee or contractor to join your company.

Add Worker/Employee to the Network

Quickly and efficiently import your workers from a csv file

Import Users from csv

Send SocialSchedules invitation to users to connect to your business

Send User Account Invites

Remove employees from your company network upon termination/deactivation.

Remove or Delete Workers

Invite a new worker to join SocialSchedules or delete an existing connection

Add / remove worker

Keep track of which workers have what certifications/training and enforce compliance that only suitably qualified workers can be scheduled.

Certifications

Know when your employees are available or unavailable to work

Manage Employee Availability

Manage requests submitted by your employees

Manage Time Off Requests - Desktop App

Give staff access and permissions appropriate to their role & duties

SocialSchedules User Access and Permissions

Manage labor costs by setting position and/or worker hourly rates

Manage Hourly Rates

Use filters and bulk actions to efficiently manage workers in your company network.

Network page features

Set the attributes and profile details for your workers/employees

Manage Employee Details/Profile

Updating Employee Contact information

Administrators and Managers can create time off requests of behalf of employees via the desktop app.

Create Time Off Request on Behalf of Employee

Edit employee information, certifications, availability and more

Manage employee information

Use logbooks to share notes with fellow managers using the mobile app

Manager logbook (mobile)

Manage Time Off Requests - Mobile App

A walk-through of the Mobile App features for employees

Schedule Feature Walkthrough (Mobile App)

Manager features available on the SocialSchedules mobile app

Mobile app for managers

Enable features that are applied to your TimeClock

Attendance settings

Use compliance rules to manage breaks, overtime and penalty rates

Introduction to compliance settings

Configure attendance and compliance rulesets to comply with local labor laws

Attendance and compliance

Alert workers and managers of important attendance events

Attendance Notifications

Manage break waivers using clock out disclaimers and time clock

Break waivers

Get notified when workers have not taken the required number (or duration) of paid and unpaid breaks allocated to them.

Break Notifications

Enable and configure break clock in / clock out for your workers

Break Settings

Worker acknowledgement of terms and conditions

Clock In & Clock Out Disclaimers

Create questions for employees to answer on shift clock-out.

Custom Clock Out Question

Provide workers with the ability to declare their tips earned and sales made on shift clock-out.

Declare Tips & Sales

Make sure employees are on-site before clocking in

Mobile Clock-In Radius

Turn your iPad or Android tablet into a Clock-in station (aka Kiosk)

Clock-in station

Set-up attendance rules including clock-in disclaimers and mobile clock-in rules

Create and manage attendance settings

Stay compliant with legislation by auto-allocating breaks

Auto Allocate Breaks

Compensate workers for working on public holidays

Holiday Rates

Stay compliant with legislation in relation to missed breaks

Missed meal break penalty

Stay compliant with legislation relating to missed rest breaks

Missed rest break penalty

Compensate workers for working specific days / times during the week

Penalty Hours

Proactively manage overtime in your schedules and timecards

Overtime calculations

Set up and manage the Split Shifts compliance rule in SocialSchedules.

Compliance rule: Split Shifts

Set up and manage the New York State Spread of Hours compliance rule in SocialSchedules.

Compliance rule: Spread of Hours

Set up and manage the Call-in pay compliance rule in SocialSchedules.

Compliance rule: Call-in pay

Set-up rules to ensure compliance with local labor regulations

Create and manage compliance rules

Ensure workers are covered by the right compliance rules

Assign Workers to Compliance Rule Groups

Create custom rule groups for different sets of workers

Custom Compliance Rule Groups

Create compliance rule groups to customize compliance rules for different employee sets

Compliance rule groups

SocialSchedules is partnering with Clair to offer On-Demand Pay (aka Earned Wage Access) to customers in the USA.

Clair On-Demand Pay FAQ

Manage the On-Demand Pay (ODP) setting for your company in SocialSchedules.

On-Demand Pay settings

On-demand pay

A step-by-step guide to building a tip pool policy in SocialSchedules

Tip pool policies

See a breakdown of tips earned by day and by employee.

Tips Report

Create tip policies and view tip calculations

Tip management

Use in-app messaging to communicate with employees

In-app messaging

Use logbooks to share notes with fellow managers

Manager logbook (desktop)

Distribute information and communicate with your employees via in-app communication features

Communication

Tracks the punctuality of your workers taking their breaks.

Report - Break Punctuality

Tracks the punctuality of your workers when starting their shifts.

Report - Clock In Punctuality

Track the status of your workers throughout the day in near real-time.

Report - Live Time Clock

See which scheduled shifts have not been worked

Report - Missed Shifts & No-Shows

Tracks the overtime hours worked and the cost of that overtime.

Report - Overtime

Compare scheduled labor hours and labor cost against actuals

Report - Scheduled vs Actual

View labor costs as a percentage of sales

Report - Sales vs Labor Cost (Desktop)

View labor costs as a percentage of sales, right from your phone

Report - Sales vs Labor Cost (Mobile App)

See the Tips & Sales declared by workers on shift clock-out.

Report - Tips & Sales

See which workers worked more than 40 hours in a given workweek.

FLSA Weekly Overtime Report

SocialSchedules includes a number of reports to provide performance insights

Reports

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