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Adding Employees to the Schedule

Updated over a week ago

Overview

Shiftlab allows schedulers to add employees to weekly schedules and assign employees to store locations. Employees can be added directly from the Scheduling page or from the Employees tab, depending on your access level.

When to Use This

Use this process when you need to:

  • Add an employee to a schedule for the current week

  • Grant an employee access to additional store locations

  • Update an employee’s primary location

Step-by-Step Instructions

Video Instruction

Add an Employee to a Schedule

  1. Open the Scheduling page.

  2. Select the Add Employee icon (person with a plus sign) in the top-left corner.

  3. Search for the employee or scroll through the list.

  4. Check the box next to the employee’s name.

  5. Select Add to Schedule.

  6. Build the employee’s schedule for the week as needed.

Assign an Employee to Additional Locations

  1. Navigate to the Employees tab (available only if your role has access).

  2. Select the employee you want to update.

  3. Scroll to the Assigned Stores section.

  4. Select Assign.

  5. Choose the Area, District, and Store to assign.

  6. Select Save.

  7. If needed, select Make Primary to update the employee’s primary location.

Key Details & Definitions

  • Assigned Stores – The list of store locations an employee can be scheduled at.

  • Primary Location – The main store that determines where the employee appears by default in schedules and reporting.

  • Add Employee Icon – The symbol used to add employees to a schedule (person with a plus sign).

Troubleshooting & FAQs

The employee does not appear in the Add Employee list.
Confirm the employee is assigned to the store location. Verify the employee is active.

The Employees tab is not visible.
Your security role may not include employee management access.

Related Articles

  • Managing Employee Profiles

  • Assigning Security Roles

  • Building Weekly Schedules

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