Employee Scheduling System - User Guide Employee Scheduling User Guide Audience: Property team members and managers (United States) Product: SpendWell PMS — Employee Scheduling This guide walks you through day-to-day scheduling work: setting when you can work, reading your week, picking up open shifts, trading shifts, requesting time off, and—for managers—building and releasing the team schedule. About screenshots in this guide Wherever you see Add screenshot here , insert a clear screen capture from your live system. Crop to the relevant panel, use English UI text, and prefer daytime sample data (no real guest or payroll-sensitive details). Suggested file names are included so your BookStack media library stays organized. About process diagrams BookStack often does not render Mermaid charts. This guide uses plain text process flows that always display. You can also replace any process flow with a flowchart image if you prefer a graphic version. Index Click a topic below to open that section on this page. BookStack tip: Paste this guide in Markdown mode (not only WYSIWYG). After save, click an Index link to confirm it jumps. If a link does not move, edit that link in BookStack, type # in the URL field, and pick the matching heading from the list BookStack shows. 1. Getting started 1.1 What Employee Scheduling is for 1.2 Sign in and open Scheduling 1.3 Quick map — where do I go? 1.4 How a typical week works (process flow) 1.5 Roles at a glance 2. My Availability (employees) 2.1 Why availability matters 2.2 Status meanings 2.3 Preferred vs Unavailable 2.4 Step-by-step: set availability 2.5 Process flow — availability approval 2.6 After you submit 2.7 Tips for U.S. property teams 3. Team Availability (managers) 3.1 Purpose 3.2 Step-by-step: review a request 3.3 Manager best practices 4. Weekly Shifts — My Schedule, Open Shifts, Team Schedule 4.1 My Schedule 4.2 Team Schedule 4.3 When your schedule changes 5. Claim an open shift 5.1 What an open shift is 5.2 Before you claim — checklist 5.3 Step-by-step: claim 5.4 Process flow — open shift claim 5.5 Common problems 6. Trade a shift 6.1 When to use Trade Shift 6.2 Trade types 6.3 Swap — step by step 6.4 Process flow — swap 6.5 Drop to Open — step by step 6.6 Trade statuses 6.7 U.S. workplace tip 7. Request time off (Apply Leave) 7.1 Leave vs availability 7.2 Before you apply — checklist 7.3 Step-by-step: apply 7.4 What the system checks 7.5 Process flow — leave 7.6 After approval 8. Employee Schedule — scheduling board (managers) 8.1 What the board is for 8.2 Views 8.3 Create and assign a shift 8.4 Conflict checks 8.5 Create an open shift 8.6 Copy from a past week 8.7 Forecasts (hours, wages, staffing) 8.8 Suggested manager workflow for building a week 9. Publish, approve, and unpublish 9.1 Status meanings 9.2 Process flow — release cycle 9.3 Publish 9.4 Approve 9.5 Unpublish 9.6 Publish vs Approve (plain language) 10. Shift master (standard shift times) 11. Status reference and notifications 11.1 Shift statuses 11.2 Availability statuses 11.3 Trade statuses 11.4 Leave statuses 11.5 Common notifications 12. Frequently asked questions General Employees Managers Leave / settings 13. Getting help 14. Screenshot checklist (for your BookStack page) ## 1. Getting started ### 1.1 What Employee Scheduling is for Employee Scheduling helps your property: Plan who works which days and times Respect team availability and approved time off Give employees a clear view of confirmed shifts Fill gaps with open shifts and shift trades Track planned hours and estimated labor cost before the week is locked ### 1.2 Sign in and open Scheduling Sign in with your company username and password. From the main menu, open Scheduling (wording may vary slightly by property). Choose the screen for your task (see the quick map below). Add screenshot here: Main menu with Scheduling highlighted. Suggested file name: 01-main-menu-scheduling.png ### 1.3 Quick map — where do I go? I want to… Go to Tell my manager when I prefer to work / cannot work My Availability See my confirmed shifts for the week Weekly Shifts → My Schedule Pick up an unassigned shift Weekly Shifts → Open Shifts See who else is working on my days Weekly Shifts → Team Schedule Swap a shift or drop a shift so someone else can take it Trade Shift Request paid, sick, or unpaid time off Apply Leave Build or edit the team week Employee Schedule Approve or reject availability requests Team Availability Set standard shift names and times (admin/manager) Shift If a menu item from this list is missing, your role does not include that right. Ask your manager or administrator. ### 1.4 How a typical week works (process flow) Employee sets availability | v Manager reviews Team Availability | v Manager builds week on Employee Schedule (Draft) | v Manager Publishes ---> Manager Approves | v Employees see shifts on Weekly Shifts → My Schedule | +---> Claim Open Shifts (needs manager approval) +---> Trade Shift (peer + manager, when required) +---> Apply Leave for specific dates Add screenshot here (optional flowchart graphic): Same flow as a simple left-to-right diagram if you want a visual for leadership training. Suggested file name: 01-week-overview-flowchart.png ### 1.5 Roles at a glance Team members (employees) usually can: Maintain My Availability View Weekly Shifts (My Schedule, Open Shifts, Team Schedule) Request Trade Shift Apply for leave / time off Receive email and in-app alerts for schedule changes Managers can do the above, plus: Review Team Availability Build the schedule on the Employee Schedule board Publish and approve (and unpublish when needed) Approve open-shift claims and trade requests Review hour and wage forecasts Approve or reject leave that affects coverage Administrators typically configure Shift templates/master records, scheduling settings (blackout dates, leave limits, labor-related settings), employee groups (including how many trades are allowed), and broader access across teams or properties. Managers usually only see people they are allowed to schedule (user roles with Can Schedule ). ## 2. My Availability (employees) ### 2.1 Why availability matters My Availability tells managers when you prefer to work and when you are unavailable. Once Approved , unavailable windows are used when the system checks shift assignment, open-shift claims, and trade suggestions. Submit availability before your manager builds the week—late updates are harder to honor. Availability is a standing preference (for example, “I prefer not to work Sunday evenings”). For a specific day off that uses leave balance, use Apply Leave instead. ### 2.2 Status meanings Status What it means for you Draft Saved on your side only. Manager has not been asked to review. Pending Submitted. Waiting for manager approval. Approved Accepted. Scheduling rules can use these times. Rejected Declined. Update the times and submit again after you talk with your manager. Approved entries are often shown in green; rejected in red; pending in yellow/amber (exact colors depend on your property theme). ### 2.3 Preferred vs Unavailable Type Choose this when… Example Preferred You want to work these times Monday 9:00 AM – 5:00 PM Unavailable You cannot work these times Wednesday 2:00 PM – 6:00 PM (class / appointment) You can also mark a whole day as preferred or unavailable when your property supports that option. ### 2.4 Step-by-step: set availability Open My Availability . Select the weekday (Monday through Sunday). You can set different windows per day. Choose Preferred or Unavailable . Enter Start time and End time , or select whole-day preferred / whole-day unavailable. Add a short note if your property uses notes (for example, “school pickup”). Click Save . The record stays in Draft so you can edit freely. When the week looks correct, click Submit / Notify Manager so the status becomes Pending . Add screenshot here: My Availability screen with one weekday filled in (Preferred or Unavailable) before submit. Suggested file name: 02-my-availability-edit.png Add screenshot here: Same screen after Save, showing Draft status. Suggested file name: 02-my-availability-draft.png Add screenshot here: After Notify Manager / Submit, showing Pending. Suggested file name: 02-my-availability-pending.png ### 2.5 Process flow — availability approval Set times --> Save as Draft --> Submit to manager | v Manager reviews request / \ Approve Reject | | v v Used for scheduling You are notified You are notified Update and resubmit Add screenshot here (optional): Simple flowchart image of the flow above. Suggested file name: 02-availability-process.png ### 2.6 After you submit Your manager receives a notification (email and/or in-app). You receive a notification when the request is approved or rejected. If you edit after submitting, the entry usually returns to Draft . Submit again when ready. Do not assume Draft preferences will be followed—only Approved availability is reliable for scheduling rules. ### 2.7 Tips for U.S. property teams Submit availability at least several days before the schedule is built. Be specific. “Unavailable all week” is hard to approve without a conversation. Keep school, second-job, and recurring appointment windows accurate. If rejected, ask what hours the property needs, then resubmit a realistic window. ## 3. Team Availability (managers) ### 3.1 Purpose Team Availability is the manager view of the same availability data employees enter in My Availability . Use it to approve or reject requests before you build the week. ### 3.2 Step-by-step: review a request Open Team Availability . Find requests in Pending status (filter if available). Open an employee’s request. Review preferred windows and unavailable windows for each day. Decide: Approve — accept the preferences for scheduling Reject — decline; add a short note explaining what to change Confirm. The employee is notified either way. Add screenshot here: Team Availability list with Pending requests. Suggested file name: 03-team-availability-list.png Add screenshot here: Detail view with Approve / Reject actions. Suggested file name: 03-team-availability-decision.png ### 3.3 Manager best practices Clear pending requests before you start building the board for that week. Approve realistic preferences quickly so staff trust the process. When rejecting, say what would work (for example, “Sunday AM is fine; we need Sunday PM covered”). Prefer a quick conversation for recurring conflicts instead of repeated rejections. Managers may also enter availability for an employee when needed; those entries are typically created as Pending for review. ## 4. Weekly Shifts — My Schedule, Open Shifts, Team Schedule Weekly Shifts is the employee-facing week view. It is usually organized into three areas. Add screenshot here: Weekly Shifts landing view with My Schedule / Open Shifts / Team Schedule tabs or sections visible. Suggested file name: 04-weekly-shifts-overview.png ### 4.1 My Schedule My Schedule shows your confirmed (approved) shifts. What each shift usually shows Date and day of week Start time and end time (for example, 7:00 AM – 3:00 PM) Shift name (Morning, Evening, Night, or your property’s labels) Role / position for that shift Status (you should mainly see approved / confirmed shifts here) Where enabled, the view also shows: Total hours for the selected week or range Forecasted wages based on your hourly rate (estimate only—final pay follows payroll rules) Steps Open Weekly Shifts . Select My Schedule . Choose the week (or date range) if a picker is shown. Review each shift and your hour / wage totals if displayed. Add screenshot here: My Schedule week view with at least two shifts and totals visible. Suggested file name: 04-my-schedule-week.png Important Draft work on the manager board is not shown here. If your manager said the schedule is “out” but you see nothing, ask whether it was Published and Approved , then refresh. Treat approved shifts as your work commitment unless a trade or manager change is completed in the system. ### 4.2 Team Schedule Team Schedule shows teammates scheduled on days you also work . Use it for handovers, coverage awareness, and finding someone for a trade conversation. Add screenshot here: Team Schedule for a day you are working, showing other names/roles. Suggested file name: 04-team-schedule.png ### 4.3 When your schedule changes You may receive email and/or in-app alerts when: The schedule is published or approved A shift assigned to you changes An open-shift claim is decided A trade request updates Keep notifications enabled so you do not miss coverage changes. ## 5. Claim an open shift ### 5.1 What an open shift is An open shift is a published shift that is not assigned to a named person yet. It appears under Open Shifts so eligible team members can claim it. A manager must approve the claim before it becomes your shift. ### 5.2 Before you claim — checklist Confirm all of the following: Date and time fit your personal plans Role matches work you are trained to do No overlap with a shift you already have You are not marked Unavailable for that window You can actually work the shift (do not claim “just in case”) ### 5.3 Step-by-step: claim Open Weekly Shifts → Open Shifts . Browse available open shifts. Open one shift and read the details (date, time, role, length, notes). Submit Claim (or Claim This Shift ). Wait for manager approval. After approval, confirm the shift appears on My Schedule . Add screenshot here: Open Shifts list. Suggested file name: 05-open-shifts-list.png Add screenshot here: Open shift detail with Claim action. Suggested file name: 05-open-shift-claim.png ### 5.4 Process flow — open shift claim Browse Open Shifts | v Conflict check (overlap / unavailable) | +----+----+ | | Fail Pass | | v v Cannot Submit claim claim | v Manager notified | +------+------+ | | Approve Reject | | v v Assigned to you Remains open Shows on My for others Schedule Add screenshot here (optional flowchart image): 05-open-shift-process.png ### 5.5 Common problems What you see Likely cause What to do Claim fails or is blocked Overlap or approved unavailability Pick another shift or update availability with your manager Claim stays Pending Manager has not reviewed Follow up with your manager Shift never appears on My Schedule Rejected, or still pending Check notifications; refresh My Schedule ## 6. Trade a shift ### 6.1 When to use Trade Shift Use Trade Shift when you cannot work an assigned shift and need coverage handled in the system (not only by text message). Your employee group may limit how many trades you can complete in a week or period ( Trade Shift Count ). If you hit the limit, you will see a message that the weekly shift trade limit was reached. ### 6.2 Trade types Type What happens Swap You exchange your shift with another employee’s approved shift Drop to Open You release your shift; the system creates an open-shift path for someone else after manager approval ### 6.3 Swap — step by step Open the approved shift you need to trade (from My Schedule / Weekly Shifts). Start Trade Shift and choose Swap . Review suggestions . The system lists eligible coworkers/shifts and excludes leave conflicts, unavailability, and overlaps. Select the swap partner/shift and submit the request. Wait for the other employee to accept. Wait for the manager to approve. Confirm both My Schedule views updated after approval. Until both the peer and the manager approve, treat the original shift as your responsibility unless your manager tells you otherwise in writing/policy. Add screenshot here: Trade Shift — Swap selection / suggestions list. Suggested file name: 06-trade-swap-suggestions.png Add screenshot here: Pending trade status visible to the requester. Suggested file name: 06-trade-swap-pending.png ### 6.4 Process flow — swap Request swap | v Peer accepts? ----No----> Trade ends | Yes | v Manager approves? ----No----> Trade cleared | Yes | v Employees are swapped on the shifts Both parties notified Add screenshot here (optional flowchart image): 06-trade-swap-process.png ### 6.5 Drop to Open — step by step Open the shift you need to release. Start Trade Shift and choose Drop to Open . Submit the request. Wait for manager approval. If approved, coverage continues through the open-shift process; if rejected, the trade is cleared and any open draft created for the trade is removed. Add screenshot here: Drop to Open confirmation screen. Suggested file name: 06-trade-drop-to-open.png ### 6.6 Trade statuses Status Meaning Pending peer approval Waiting on the other employee Accepted by employee Peer accepted; waiting on manager Rejected by employee Peer declined; trade closed Approved by manager Trade completed Rejected by manager Manager declined; trade flags cleared You should receive a Trade Shift Update notification when the status changes. ### 6.7 U.S. workplace tip Shift trades are a courtesy tool, not a guarantee. Departments with tight coverage (front desk, night audit, housekeeping peaks, banquet events) may reject trades that leave the floor short. Always notify your manager early for call-outs; do not wait until shift start. ## 7. Request time off (Apply Leave) ### 7.1 Leave vs availability Use this When My Availability → Unavailable Standing preference (recurring) Apply Leave Specific date(s) of time off, using leave balance Leave types at your property may include paid time off, sick leave, unpaid leave, or other types configured by HR. ### 7.2 Before you apply — checklist Check remaining balance for the leave type Confirm you do not already have an assigned shift on those dates (or resolve the shift with your manager first) Check whether the dates are blackout days (busy periods when time off may be blocked) Confirm the request does not break daily leave limits (too many people already off) ### 7.3 Step-by-step: apply Open Apply Leave . Start a New Leave Request . Select leave type. Select date(s) on the calendar. Enter a brief reason. Review remaining balance. Submit. Add screenshot here: Apply Leave form with type, dates, and balance visible. Suggested file name: 07-apply-leave-form.png Add screenshot here: Leave list showing Pending / Approved / Rejected. Suggested file name: 07-leave-status-list.png ### 7.4 What the system checks Leave balance Existing shifts on selected dates Blackout days from Scheduling Setting Max concurrent leave count for the day ### 7.5 Process flow — leave Select type + dates | v System checks (balance / shift conflict / blackout / daily limit) | +----+----+ | | Fail Pass | | v v Fix issue Submit to manager | v Approve or Reject | +------+------+ | | Approved Rejected | | v v Blocks new Closed; talk shift assign with manager on those dates Add screenshot here (optional flowchart image): 07-leave-process.png ### 7.6 After approval Approved leave should prevent new conflicting shift assignments. If you still see a shift on an approved leave day, contact your manager immediately—do not assume the conflict will resolve itself. ## 8. Employee Schedule — scheduling board (managers) ### 8.1 What the board is for Employee Schedule is the manager scheduling board. Use it to: Create and assign shifts Create Open shifts for later claiming See availability and leave overlays while planning Catch conflicts early Review hour and wage forecasts Copy a prior week as a starting point Publish and approve the week Add screenshot here: Employee Schedule board for a full week (draft shifts visible). Suggested file name: 08-scheduling-board-week.png ### 8.2 Views Depending on your property setup, you may switch between views such as: Weekly — best for overall coverage Hourly — best for spotting understaffed hours in the day Other board layouts your property enables Add screenshot here: Same week in hourly (or alternate) view if you use it for labor planning. Suggested file name: 08-scheduling-board-hourly.png ### 8.3 Create and assign a shift Open Employee Schedule . Select the week or date range. Add a shift (button or click on the day/time). Complete the fields: Employee — choose a person, or choose Open for an open shift Date Start time / End time (or pick from Shift master) Role Notes (special instructions, event coverage, etc.) Review warnings. Save. New or edited planning work is typically stored as Draft . Add screenshot here: Add/Edit Shift form filled with sample data. Suggested file name: 08-add-shift-form.png ### 8.4 Conflict checks Check Typical result Overlapping shifts for the same person Blocked Pending or approved leave on that day Blocked Approved unavailability Warning or block Past dates Blocked Force add Where enabled, force add lets you assign despite some conflicts (for example, unavailability). Use it only when coverage truly requires it, tell the employee, and document why. Overuse damages trust and increases call-outs. Add screenshot here: Conflict warning dialog (and force-add option if shown). Suggested file name: 08-conflict-warning.png ### 8.5 Create an open shift Create a shift as usual. Set the employee to Open (Open Shift role). Save, then Publish when ready so employees can see it under Open Shifts. Approve claims as they arrive. Add screenshot here: Shift form with employee set to Open. Suggested file name: 08-create-open-shift.png ### 8.6 Copy from a past week On the board, choose Copy / Copy From Past Week . Select the source week and target week. Review every copied shift for leave, unavailability, and overlap issues. Fix problems, then publish and approve. Copying saves time but never skip the conflict review—last week’s people may be on leave this week. Add screenshot here: Copy week dialog. Suggested file name: 08-copy-week.png ### 8.7 Forecasts (hours, wages, staffing) Use forecast panels to review: Total scheduled hours Estimated wage cost Number of people scheduled Daily or hourly coverage gaps Use this before you approve the week so you are not surprised by overtime risk or thin coverage during peak hours (check-in rushes, breakfast, banquet turns, weekend occupancy). Add screenshot here: Forecast summary for a week. Suggested file name: 08-forecast-summary.png ### 8.8 Suggested manager workflow for building a week Clear Team Availability pending requests. Review approved leave and blackout dates. Place must-cover shifts first (nights, desk peaks, housekeeping floors). Fill remaining coverage using preferred availability where possible. Post Open shifts for flexible gaps. Check forecasts. Publish. Final review, then Approve. Monitor claims and trades during the week. ## 9. Publish, approve, and unpublish ### 9.1 Status meanings Status Can employees see it? Manager intent Draft No Still planning Published Yes (per your process) Released; still adjustable Approved Yes — confirmed on My Schedule Final for the period Unpublished No Returned to planning after unpublish ### 9.2 Process flow — release cycle Draft --> Publish --> Published --> Approve --> Approved | v Unpublish (if needed) | v Draft Add screenshot here (optional flowchart image): 09-publish-approve-process.png ### 9.3 Publish On Employee Schedule , filter or review Draft shifts for the date range. Fix conflicts and thin coverage. Select the range and choose Publish . Confirm. Employees and/or managers may receive notifications depending on your property setup. Add screenshot here: Publish action / confirmation. Suggested file name: 09-publish.png ### 9.4 Approve Review Published shifts one more time. Select the range and choose Approve . Confirm. Approved shifts are what employees rely on for childcare, second jobs, and commute planning. Change them only when necessary, and communicate early. Add screenshot here: Approve action / confirmation. Suggested file name: 09-approve.png ### 9.5 Unpublish Use Unpublish when the approved week needs major changes: Select the approved range. Choose Unpublish . Edit as Draft. Publish and Approve again. Tell the team the schedule was revised. Add screenshot here: Unpublish confirmation. Suggested file name: 09-unpublish.png ### 9.6 Publish vs Approve (plain language) Action Plain meaning Publish “The plan is released / visible for the next step.” Approve “This is the confirmed schedule.” Editing after release often returns shifts toward Draft. After edits, publish and approve again so My Schedule stays accurate. ## 10. Shift master (standard shift times) Managers/administrators can define reusable shift definitions (name + standard start/end), for example: Morning Shift — 7:00 AM – 3:00 PM Evening Shift — 3:00 PM – 11:00 PM Night Audit — 11:00 PM – 7:00 AM When you create shifts on the board, selecting a Shift master entry prefills times. You can still adjust for a specific day. Add screenshot here: Shift master list or add form. Suggested file name: 10-shift-master.png ## 11. Status reference and notifications ### 11.1 Shift statuses Status For employees For managers Draft Hidden Editable planning Published May be visible Still editable Approved Confirmed Finalized Unpublished Hidden again Back to planning ### 11.2 Availability statuses Status Meaning Draft Not submitted Pending Waiting on manager Approved Active for scheduling rules Rejected Not accepted ### 11.3 Trade statuses Status Meaning Pending peer approval Waiting on coworker Accepted by employee Waiting on manager Rejected by employee Closed by coworker Approved by manager Completed Rejected by manager Closed by manager ### 11.4 Leave statuses Status Meaning Pending Waiting on manager Approved Time off confirmed Rejected Declined ### 11.5 Common notifications Event Usually sent to Availability submitted Manager Availability approved / rejected Employee Schedule published / approved Employees and/or managers Open shift claim submitted Manager Open shift claim approved Employee Trade shift update Employees involved and manager Exact delivery (email, in-app, SMS if enabled) depends on account and property settings. Add screenshot here: In-app notification example for a schedule or claim update. Suggested file name: 11-notification-example.png ## 12. Frequently asked questions ### General How far in advance will I see my schedule? When your manager publishes and approves it. Many U.S. properties aim for about 1–2 weeks ahead, but practices vary by department and occupancy. What if I cannot work a scheduled shift? Contact your manager as soon as you know. Use Trade Shift and/or leave processes according to property policy. Do not no-call / no-show. Why don’t I see a menu item from this guide? Your role rights do not include it. Ask your manager or administrator. ### Employees Why can’t I apply for leave on a date? Common reasons: you already have a shift that day, it is a blackout date, your balance is too low, or too many people are already approved off. My availability was rejected. What now? Ask what hours the property needs, update My Availability , and submit again. Can I claim more than one open shift? Yes, if they do not overlap and pass availability checks. How do I know a claim or trade was approved? You receive a notification, and the resulting shift appears on My Schedule . What is the difference between unavailable and leave? Unavailable = standing preference. Leave = dated time off with balance and approval. Can I see estimated pay for the week? Where enabled, My Schedule / forecasts show hours and estimated wages from your rate. Final pay still follows payroll. ### Managers What is the difference between publish and approve? Publish releases the plan. Approve confirms it for staff. Can I assign someone who already has approved leave? Normally no. The system blocks that conflict. An employee is missing from my board. They may be in another property/branch, outside your hierarchy, inactive, or missing a schedulable role ( Can Schedule ). How do I create an open shift? Create a shift, assign Open , publish, then approve claims. A trade failed with a weekly limit message. The employee’s group trade limit for the period is used up. Should I unpublish often? No. Unpublish only for material changes, and tell the team when you do. ### Leave / settings What is a blackout day? A date when time-off requests are restricted because of business need (holiday rush, city-wide events, peak occupancy). What is max leave count? A limit on how many people can be off on the same day. ## 13. Getting help Need help with… Contact Coverage, trades, schedule conflicts Your manager Leave policy or balances HR or your manager Login or technical errors IT support When reporting a problem, include: Screen name (My Availability, Employee Schedule, Weekly Shifts, Trade Shift, etc.) Date and time What you tried to do Screenshot of the error or unexpected result Employee name / shift date (if relevant) ## 14. Screenshot checklist (for your BookStack page) Use this list while you attach images. Check each item off as you upload. # Suggested file name What to capture 1 01-main-menu-scheduling.png Main menu → Scheduling 2 01-week-overview-flowchart.png Optional overview flowchart graphic 3 02-my-availability-edit.png My Availability edit 4 02-my-availability-draft.png Draft status 5 02-my-availability-pending.png Pending after submit 6 02-availability-process.png Optional availability flowchart 7 03-team-availability-list.png Manager pending list 8 03-team-availability-decision.png Approve/Reject detail 9 04-weekly-shifts-overview.png Weekly Shifts tabs 10 04-my-schedule-week.png My Schedule with shifts 11 04-team-schedule.png Team Schedule 12 05-open-shifts-list.png Open Shifts list 13 05-open-shift-claim.png Claim action 14 05-open-shift-process.png Optional claim flowchart 15 06-trade-swap-suggestions.png Swap suggestions 16 06-trade-swap-pending.png Pending trade 17 06-trade-swap-process.png Optional swap flowchart 18 06-trade-drop-to-open.png Drop to Open 19 07-apply-leave-form.png Leave request form 20 07-leave-status-list.png Leave statuses 21 07-leave-process.png Optional leave flowchart 22 08-scheduling-board-week.png Manager board week 23 08-scheduling-board-hourly.png Hourly/forecast view 24 08-add-shift-form.png Add shift form 25 08-conflict-warning.png Conflict / force add 26 08-create-open-shift.png Open employee selected 27 08-copy-week.png Copy week 28 08-forecast-summary.png Forecast panel 29 09-publish.png Publish 30 09-approve.png Approve 31 09-unpublish.png Unpublish 32 09-publish-approve-process.png Optional status flowchart 33 10-shift-master.png Shift master 34 11-notification-example.png Sample notification How to place a screenshot in BookStack: upload the image in the editor where the Add screenshot here note appears, then delete the placeholder note.