This article covers Scheduling permissions from the custom roles and permissions, Permissions Table.  Check to see if custom roles and permissions are available on your plan here.

In this article, we will explore:

• The default permissions for common Deputy roles. This will help you understand the expected behavior for each role and permission.
  • Note: Customizing a common role or creating a new one will alter these default settings.
• What each permission controls and links to related help content for that feature.

Scheduling Permissions

• Default Permissions for Common Roles
• 1. Manage Schedule
• 2. View cost on schedule
• 3. View cost of peers and above
• 4. Schedule all areas
• 5. Schedule team members that are not recommended
• 6. Create shift or edit shift times
• 7. Manage labor models
• 8. View labor models

Scheduling

Default Permissions for Common Roles

Permission	Advisor  (Not Editable)	Employee	Supervisor	Location Manager	Payroll Admin (Deputy Payroll Only)	System Admin
Manage schedule
View cost on schedule
View cost of peers and above
Schedule all areas
Schedule team members that are not recommended
Create shift or edit shift times
Manage labor models
View labor models

1. Manage Schedule

If the Access column for this role’s permission contains a green check mark, a team member in this role can create and edit team members’ schedules for the location and areas that they manage, supervise or lead.

To learn more about the deputy schedule tab, see Schedule Overview here. 

2. View cost on schedule

If the Access column for this role’s permission contains a green check mark, a team member in this role can view the cost of shifts on the schedule. On the schedule tab, below each employee’s name, a role with this permission can see the cost of the time each employee is scheduled to work based on the current schedule display. 

If the Access column for this role’s permission contains a red X, all costs related information for a team member in this role will display as 0.

Note: This permission provides information regarding employee pay. However, this permission does not affect viewing the pay rate in a team member’s profile. To allow access to pay rates in a team member profile, see “Manage team member pay details” under the Manage Team Member Details in People section.  

See Sales Data Integrations for additional details.

3. View cost of peers and above

If the Access column for this role’s permission contains a green check mark, a team member in this role can see the pay rates, shift costs and total costs on the schedule of all users in their assigned location. 

Note: This permission allows someone to view the pay rates on the schedule of anyone in their assigned location including supervisors, managers and system administrators.

4. Schedule all areas

If the Access column for this role’s permission contains a green check mark, a team member in this role can create and edit team members’ schedules for all the areas within the locations they manage. Click here for more information on assigning or changing a team member’s work location. 

To avoid conflicts, this permission should be disabled if the “Manage Areas” permission under Business Setup is enabled. 

If the Access column for this role’s permission contains a red X, a team member in this role cannot load or save templates when copying shifts in the schedule.

5. Schedule team members that are not recommended

If the Access column for this role’s permission contains a green check mark, a team member in this role can bypass warnings and assign a team member to a shift even if they are not recommended.

Click here for more information on the factors that can trigger a “not recommended” warning. 

6. Create shift or edit shift times

If the Access column for this role’s permission contains a green check mark, a team member in this role can create new shifts or edit shift times. 

When creating a schedule, adding shifts and adding employees can be separate steps performed by one person, or collaboratively between multiple people. This permission allows anyone with this role and permission to add an empty shift or modify shift times.

If the Access column for this role’s permission contains a red X, a team member in this role can only add or remove team members from existing shifts. They will not be able to add new shifts, or change the times of a shift. 

7. Manage labor models

If the Access column for this role’s permission contains a green check mark, a team member in this role can create and manage labor models in Business Insights.

8. View labor models

If the Access column for this role’s permission contains a green check mark, a team member in this role can view and run labor models in Business Insights.

See Business Insights dashboard to learn more about Business Insights.