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

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

Edit a Live Timecard

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

Edit Timecard

Export timecards for any date range and timecard status

Export Timecards

Use filters and status to manage timecards

Manage Timecards

Print out a pre-filled timesheet with scheduled shifts, that employees complete, if you don't have an automated Time & Attendance solution.

Printing a Manual Timesheet

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

Find out how to set your recurring availability or unavailability

Employee Availability FAQ

Invite a new worker to join your company.

Add Worker to your Network

Quickly and efficiently import your workers.

Import Workers

Send an invitation to the worker to activate their account

Send Worker an Invite

Remove employees from your company network.

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

Manage User Access and Permissions

Manage labor costs by setting position and worker hourly rates

Manage Worker Hourly Rates

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

Network page features

Setting Worker Attributes

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

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

Scheduler

Shifts are the building blocks of your schedules; get started by creating your first one

Create Shift

Creating split shifts (or double) for an employee on a given day.

Creating Split Shifts

Copy shifts for an employee to a different day by ‘drag and drop’.

Copy Shift

Rules relating to editing shifts in past schedules.

Editing Past Schedules

Publish your schedule to notify employees of the shifts they are working

Publish schedule

Prevent employees from requesting time off on certain days

Block days from time off requests

Shifts are created and managed from the Scheduler

Create and edit shifts

Import a weekly schedule from any of the last 4 weeks.

Import schedules from a recent week

Expedite the schedule creation process by using schedule templates.

Schedule Templates

Schedule in minutes with schedule templates, or import a previous week's schedule

Import schedules / schedule templates

Print (or save to PDF) a hard copy of your published or draft schedule

Print/PDF Schedule

Print either draft or published schedules in your desired formatt

Print schedule

Create, advertise and fill an open shift opportunity

Shift Opportunities

Invite employees to apply for open shifts

Shift opportunities

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

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

Sales and Labor Management

Manage labor costs in comparison to forecast sales

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 TimeClock kiosk

TimeClock Kiosks

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 California legislation in relation to missed breaks

Missed meal break penalty

Missed rest break penalty

Compensate workers for working specific days / times during the week

Penalty Hours

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

View Compliance Warnings

Proactively manage overtime in your schedules and timecards

Overtime calculations

SocialSchedules supports the New York and California compliance rule known as 'Split Shifts'

Compliance rule: Split Shifts

SocialSchedules supports the New York compliance rule known as 'Spread of Hours'

Compliance rule: Spread of Hours

SocialSchedules supports the compliance rule known as 'Call-in pay'

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

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

SocialSchedules includes a number of reports to provide performance insights

Reports

Find answers and get help from Intercom Support and Community Experts

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