Overview
Shiftlab’s schedule approval process ensures that schedules are reviewed and verified by the appropriate leadership before being finalized. This process provides control over schedule changes and prevents unapproved edits.
When to Use This
When your company requires managerial or leadership review of schedules
To ensure schedules are accurate before publishing
To lock schedules from further edits once approved
Step-by-Step Instructions
Video Instruction
Submitting a Schedule for Review
Build the schedule as the store manager or schedule builder.
Locate the Draft status in the top-right corner of the schedule view.
Click the dropdown menu and select In Review.
The schedule status will update to In Review, indicating that it is ready for leadership approval.
Reviewing and Approving a Schedule
Leaders or authorized reviewers access the schedule marked In Review.
Review the schedule for accuracy, coverage, and compliance with company requirements.
Once the schedule is verified, change the status from In Review to Approved using the same top-right dropdown menu.
Depending on company settings, approving the schedule may:
Lock the schedule to prevent further edits
Allow edits if lock-down is disabled
Key Details & Definitions
Draft: Initial status for schedules being built by the schedule creator.
In Review: Status indicating the schedule is submitted for leadership review.
Approved: Final status indicating the schedule is verified and ready to implement.
Locking: Prevents further edits after approval; may be enabled or disabled by company preference.
Troubleshooting & FAQs
Schedule cannot be approved: Verify you have the appropriate leadership permissions.
Schedule still editable after approval: Check if the company has disabled automatic lock-down.
Cannot submit for review: Ensure the schedule is complete and all required fields are filled.
Related Articles
Building Schedules with Auto Build
Editing Shifts After Auto Build
Managing Employee Preferences
Understanding Shift Types and Color Codes