Working Schedules & Routines

Working schedules and routines define when team members are available and what recurring activities happen during their workday. The scheduler uses this information to create realistic plans.

Why This Matters

Without working schedules:

• Scheduler won't know when people are available
• Work might be scheduled outside normal hours
• Breaks and routines won't be accounted for

With working schedules and routines:

• Scheduler respects availability
• Breaks are blocked out automatically
• Daily routines (briefings, catch-ups) are protected
• Overtime is tracked correctly

Accessing Working Schedules

1. Go to Team in the sidebar
2. Click the Working Schedules tab

Creating a Working Schedule

Add New Schedule

1. Click Add Working Schedule
2. Give it a name (e.g., "Standard Full-Time", "Part-Time Morning")
3. Configure days and times
4. Save

Schedule Configuration

For each day of the week, set:

Setting	Description
Working	Is this a work day? (Yes/No)
Start Time	When the work day begins
End Time	When the work day ends

Example: Standard Schedule

Day	Working	Start	End
Monday	Yes	08:00	17:00
Tuesday	Yes	08:00	17:00
Wednesday	Yes	08:00	17:00
Thursday	Yes	08:00	17:00
Friday	Yes	08:00	16:00
Saturday	No	-	-
Sunday	No	-	-

Multiple Schedules

Create different schedules for different needs:

• Full-Time - Standard 40-hour week
• Part-Time Morning - Morning shifts only
• Part-Time Afternoon - Afternoon shifts only
• Field Workers - Early start, early finish
• Office Staff - Standard office hours

Assigning Schedules to Team Members

After creating schedules:

1. Go to Team → Members
2. Edit a team member
3. Select their working schedule
4. Save

Important: Each team member can have one active schedule.

Default Schedule

Set a default schedule for new team members:

1. Go to Working Schedules
2. Click Set as Default on the preferred schedule
3. New members will get this schedule automatically

Working Routines

Working Routines define recurring activities that happen during the workday. These are separate from the schedule itself and block out time for specific purposes.

Accessing Working Routines

1. Go to Team in the sidebar
2. Click the Working Routines tab

Types of Routines

Type	Examples	Purpose
Break Routines	Lunch break, Breakfast break, Coffee break	Time off during the day - scheduler won't assign work
Work Routines	Daily briefing, Team catch-up, End-of-day wrap-up	Protected work time - scheduler won't schedule customer jobs

Creating a Routine

1. Click Add Routine
2. Choose the type (Break or Work)
3. Set the time and duration
4. Select which days it applies to
5. Assign to schedules or team members
6. Save

Example Routines

Lunch Break (Break routine)

• Time: 12:00
• Duration: 30 minutes
• Days: Monday - Friday

Morning Briefing (Work routine)

• Time: 08:00
• Duration: 15 minutes
• Days: Monday - Friday

Friday Wrap-up (Work routine)

• Time: 15:30
• Duration: 30 minutes
• Days: Friday only

How Routines Affect Scheduling

• Break routines: Team members are unavailable - no work scheduled
• Work routines: Time is protected for internal activities - customer jobs scheduled around them

Editing Schedules & Routines

Changes affect all assigned team members:

1. Click on the schedule or routine to edit
2. Make your changes
3. Save

Note: Changes apply to future scheduling. Already confirmed schedules are not affected.

Deleting Schedules

Before deleting:

• Reassign team members to another schedule
• A schedule with assigned members cannot be deleted

Best Practices

1. Be realistic - Set actual working hours, not ideal ones
2. Add breaks - Required by law in most places, keeps your team happy
3. Protect important routines - Daily briefings ensure team alignment
4. Account for travel - Start time should be when they can start traveling
5. Create templates - Make schedules reusable across similar roles
6. Review periodically - Update as business needs change