Retail – Posting a Schedule

How to electronically post and manage a schedule.

Go to: Main Menu > Schedule > Schedule–Planner Retail

Note: When a schedule is electronically posted, all associates within the site have visibility to their schedules. An unposted schedule does not allow visibility to associates to see shifts or work in progress.

Quick Post

Note: You must be in a location (not a hyperfind) to post a schedule.

When a schedule is complete, use the ‘Tools’ dropdown.
Select the ‘Quick Post’ option to electronically post the schedule.

Schedule Planner area with an arrow pointing to the Tools button and the Quick Post entry highlighted.

Note: This option will post all locations currently selected.

Managing a Posted Schedule

Note: This option may be used to post specific locations in lieu of using ‘Quick Post’ to post all locations currently selected.

If a specific location posting needs to be managed, use the ‘Tools’ dropdown.
Select the ‘Manage Schedule Posting’ option.
Use the ‘Status’ dropdown to select either ‘Posted’ or ‘Unposted’ to see the corresponding locations.
If a schedule needs to be unposted, highlight the applicable location(s).
Select ‘Unpost’.

Schedule Planner area with an arrow pointing to the Tools button and the Manage Schedule Posting entry highlighted.

Manage Schedule Posting options with the Status dropdown displayed and the Posted entry highlighted.

Schedule post entry selected with the Unpost button displayed.

Note: Once a schedule is unposted, associates will no longer have visibility to their shifts. To return visibility, the schedule must be reposted.

Notify Employees

If a previously posted schedule is altered for any reason, employees must be notified of the change(s).
Use the ‘Tools’ dropdown.
Select the ‘Notify Employees’ option.
You will receive a warning message, confirm that you would like to notify applicable employees.

Warning message to confirm that you would like to notify applicable employees.