Scheduling

Week Board

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Draft This week has not been published yet.

Visible Team 0

Scheduled 0

Blocked 0

Requests 0

Week Shifts 0

Call Outs 0

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Status Filter

Role Filter

All team ← Directory

Quick Add

Add employees

Drag an employee into the schedule, or click a day cell first and then choose an employee.

Employee Control

Walker account

Walker Account

Board overview

DW

Walker Walker Tool access and weekly board details.

Email -

Employee ID -

Position -

Status -

Account Access

Password access

Needs first register

Send a secure first-register link so the walker can create a password and finish the first sign-in for Walker Tool.

Status

Employee state

Profile Status Allow Walker login When off, this employee cannot access Walker Tool.

Tool Access

Walker Index options

Global tools with per-employee overrides.

Daily Board

Board role and truck rules

Set whether this person should be treated as driver, helper, lead, or walker, then block any trucks they should never land on.

Messages & history

Employee Message

Notification board

Title Message

History

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Scheduler Details

Details

Search requests Sort by

Status Approved Pending All

Week or date

Past dates stay pending until reviewed. PTO is sent to ADP after Connect approval.

Scheduling

Scheduling tools

Select an action to continue.

Employee requestsChoose which requests employees can submit.

PTOAllow new PTO requests

PTO blackout datesEdit dates

Employees cannot request PTO for these dates. Start and end dates are included.

FromThrough

Call OutAllow new Call Out requests Block DaysAllow blocked days and recurring blocks

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Advanced actionsReview the current week before clearing its draft.

Roki, Charlie & Zorra

Clear this draftRemove every assignment from the current week.

Walker Index

Tool access

Turn on or off the cards walkers can open after logging in with email and password.

Global off hides the card in Walker Tool. Voice Request and Uniform Form can still be reopened for one walker inside Walker account board.

Voice Request Allow walkers to submit Voice requests from Walker Index. Uniform Form Allow walkers to request uniform items from Walker Index.

Tool Access

Walker Index options

Keep the main board light, then open this view only when you need to adjust one walker's tool access.

Open Full Schedule Included for walker accounts after sign-in. On

Block Days Only open days appear in Scheduling before the request window closes. On

Time Off / Call Out Walkers can request unavailable days, PTO, leave of absence, or call out from Scheduling. On

Clock In Controlled by employee access and assigned truck. Auto

Track Request Shows automatically when this walker has a Voice case. Automatic

Voice Request Allow this walker to submit and track Voice cases. Uniform Form Allow this walker to request uniforms.

Daily Board

Board role and truck rules

Use only role and blocked trucks. If you want someone effectively fixed to one truck, block all other trucks.

Board role

Blocked trucks

Week Publish

Publish schedule

Choose who should receive this week's schedule email.

Assigned schedules Only walkers with a schedule this week. All employees Everyone with a Walker email account on file.

This week has not been published yet.

Request Review

Reject request

Add an optional message so the walker knows why this request was rejected.

Message for the walker

Shift Builder

Shift Builder

Choose the role, start time, and 8 / 10 / 12-hour shift length.

Template For Status Start time Hours

Shift preview 10:30a - 8:30p

Call Out

Call out details

Review the day, notes, and proof document.

Date -

Shift -

Status -

Proof -

Request Note

Walker message

No note provided.

Document

Proof of absence

No document uploaded yet.