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Scheduling Yourself as a District Manager for Store Visits

Updated over a week ago

Overview

This article explains how District Managers can schedule their own store visit shifts in Shiftlab. District Managers can create shifts that are visible only to leadership roles, allowing private planning without notifying Store Managers or Sales Representatives.

When to Use This

Use this process when:

  • You plan to work onsite at a store on a specific day.

  • You need to document the time and purpose of your store visit.

  • You want to keep your visit visible only to District Managers and higher roles.

  • You need to add yourself to a store’s schedule for accurate tracking.

Step-by-Step Instructions

1. Navigate to the Store’s Schedule

  1. Open Shiftlab.

  2. Navigate to the Store Schedule for the location you plan to visit.

  3. If you are not assigned to that store, add yourself to the store following your organization’s process.

2. Create Your Store Visit Shift

  1. In the store’s schedule, find your name.

  2. Select the Date of your planned visit to open the shift editor.

  3. In the shift pop-up, enter:

    • Start and end times

    • Notes describing the purpose of your visit (optional but recommended)

3. Mark the Shift as Invisible

  1. In the shift editor, select Invisible.

  2. Select Save.

4. Confirm Visibility

  • The shift is visible only to District Managers and higher roles.

  • Store Managers and Sales Representatives cannot see invisible shifts.

Key Details & Definitions

  • Invisible Shift: A shift visible only to District Managers and above. Used to log leadership activity without displaying it to store staff.

  • Store Visit Shift: A leadership shift created at a specific store to document working hours or oversight activities.

  • Store Assignment: The process of adding yourself to a store so you appear on its schedule.

Troubleshooting & FAQs

I do not see my name on the store schedule. What should I do?
You must add yourself to the store before creating a shift there.

Why can’t the Store Manager see my visit on the schedule?
Invisible shifts are visible only to District Managers and above.

Can I change an invisible shift to visible later?
Yes. Edit the shift and toggle off Invisible, then save.

Related Articles

  • Adding Yourself to a Store

  • Editing Shifts

  • Understanding Visibility Settings in Shiftlab

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