TO CREATE A SCHEDULE FROM A BLANK SLATE

1. Open the Schedule - New page.

2. Select the store from the drop-down list at the top of the page.

• To create the schedule for a day:

  1. Select Day at the top of the page.

  2. Click on the date at the top of the page, and then select the day which you want to create the schedule.

  3. Click on in the top-left corner of the page.

  4. Click on the Add Shift button.

  5. Click on the Start Time and then select the time at which you'd like the shift to start.

     Shifts can also be created by double clicking on the start period in the grid to create a shift that starts at that time, and then dragging the end of the graphical bar to the desired length of the shift.

  6. If you would like to change the length of the shift, click on the Duration of the shift and change the duration as required.

     The default shift length can be managed in the Shift tab in Settings.

  7. If you'd like to assign a job code to the shift, select the Job Code from the drop-down list.

  8. If you'd like to assign an employee to the shift, select the Employee from the drop-down list.

     You can assign multiple employees (as long as they've been assigned the same job code) to the shift by clicking on next to Employee. A new shift will automatically be created for each employee, with the same shift parameters.

     Only employees actively assigned to a store can be scheduled at the store.

     The store(s) an employee is assigned to can be managed in the Store Assignment tab of the electronic employee file.

  9. If you'd like to assign breaks to the shift:

     Multiple breaks can be added to the shift, if required.

     1. Click on next to Break(s).

     2. Select the type of break from the drop-down list.

        The types of breaks available can be managed through the Breaks Template tab in Settings.

     3. To schedule the break, click and hold the break for a second and then drag it to the shift to the time you want to schedule it (the time is indicated below the shift as you move the break through the shift).

     4. To remove a break from the shift (to make it unscheduled), click and hold the break for a second and then drag it down to the Unscheduled Breaks bar that appears.

     5. Repeat steps i to iv to add more breaks to the shift.

  10. If you'd like to assign staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. to the shift:

      Staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. must exist for your store before you can assign them to shifts.

      Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

      Multiple staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. can be added to a single shift, if required.

      1. Click on next to Position.

      2. Select the staff position from the drop-down list.

         Employee's skill level at each staff position can be manged in the Skill Level tab of each electronic employee file.

         Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

      3. Drag the darker shade graphical bar on the shift, to the time (during the shift) that you'd like the employee to start working the staff position, and to the length of period desired.

      4. Repeat steps i to iii to add more positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. to the shift.

  11. Once done, (click on or anywhere outside the shift to go back to the schedule).

  12. Repeat steps c to k to add additional shifts to the day.

  13. Once the schedule is complete, you can publish the schedule and/or print the schedule.

      To publish the created schedule:

      • Publish is only available for stores using TimeShark.

      1. Click on the Publish* button to send the schedule to employees.

         Publish sends each employee their schedule for the entire week on TimeShark, and enforces any restrictions set in TimeShark controls (like blocking new leave requests for weeks that have been published).

      2. Place a checkmark next to any other weeks (if any) that you'd like to publish as well.

         A maximum of three weeks can be published at a time.

      3. Click on the Verify button.

      4. Check the notifications displayed and address them if required.

         Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule but will not prevent you from publishing. On the other hand, orange (critical) notifications must be addressed as they prevent CLEARVIEW from publishing the schedule.

      5. Click on the Publish button.

      6. Click on the Close button.

      To print the created schedule:

      1. If there's a red circle on the notifications icon () on the top-right corner of the page, click on it to view the notifications.

         • Check the notifications displayed and address them if required.

           Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule, while we recommend ensuring all orange (critical) notifications are addressed.

      2. Click on in the top-left corner of the page.

      3. Click on the Print button.

      4. In the Schedule window:

         1. Select how you'd like the schedule sorted from the Sort by drop-down list:

         2. Place a checkmark next to each of the details you want included in the print:

            • Total Hours will include the total hours scheduled for each employee for the week in a column titled Total.

            • Primary Job will include the Primary Job of the employee as a column.

            • Unscheduled Employees will include employees that have not been scheduled any hours for the week in the print.

            • Job Codes on Shifts will include the initials of the job code assigned to each shift.

            • Requests for day off will indicate the days that employees have requested off in grey boxes.

              • RDO indicates that the leave request has been approved.

              • ? RDO ? indicates that the leave request has not been approved as yet.

            • Display Request Day Off Time will include the time period requested off in Requests for day off.

            • Shifts from other stores will include shifts that employees are scheduled at another store, in the print. Shifts from other stores are indicated with a striped background.

         3. Click on and follow the printer prompts.

      5. Click on .

• To create the schedule for a week:

  1. Select Week at the top of the page.

  2. Click on the week ending at the top of the page, and then select the week ending for which you want to create the schedule.

  3. Click on in the top-left corner of the page.

  4. Click on the Add Shift button.

  5. Click on the Start Time and then select the time at which you'd like the shift to start.

     Don't worry about the date if you intended to create the shift for a different day of the week. That will be addressed in step j.

     Shifts can also be created pre-assigned to an employee, by double clicking on the grid intersection of the day for which you want to create the shift and the employee name. Then double click the shift bar on the grid to edit it.

  6. If you would like to change the length of the shift, click on the Duration of the shift and change the duration as required.

     The default shift length can be managed in the Shift tab in Settings.

  7. If you'd like to assign a job code to the shift, select the Job Code from the drop-down list.

  8. If you'd like to assign an employee to the shift, select the Employee from the drop-down list.

     You can assign multiple employees (as long as they've been assigned the same job code) to the shift by clicking on next to Employee. A new shift will automatically be created for each employee, with the same shift parameters.

     Only employees actively assigned to a store can be scheduled at the store.

     The store(s) an employee is assigned to can be managed in the Store Assignment tab of the electronic employee file.

  9. If you'd like to assign breaks to the shift:

     Multiple breaks can be added to the shift, if required.

     1. Click on next to Break(s).

     2. Select the type of break from the drop-down list.

        The types of breaks available can be managed through the Breaks Template tab in Settings.

     3. To schedule the break, click and hold the break for a second and then drag it to the shift to the time you want to schedule it (the time is indicated below the shift as you move the break through the shift).

     4. To remove a break from the shift (to make it unscheduled), click and hold the break for a second and then drag it down to the Unscheduled Breaks bar that appears.

     5. Repeat steps i to iv to add more breaks to the shift.

  10. If you'd like to assign staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. to the shift:

      Staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. must exist for your store before you can assign them to shifts.

      Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

      Multiple staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. can be added to a single shift, if required.

      1. Click on next to Position.

      2. Select the staff position from the drop-down list.

         Employee's skill level at each staff position can be manged in the Skill Level tab of each electronic employee file.

         Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

      3. Drag the darker shade graphical bar on the shift, to the time (during the shift) that you'd like the employee to start working the staff position, and to the length of period desired.

      4. Repeat steps i to iii to add more positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. to the shift.

  11. Once done, (click on or anywhere outside the shift to go back to the schedule).

  12. If the shift was meant to be created for a different day, click and drag the shift bar in the grid and move it to the desired day.

  13. Repeat steps c to l to add additional shifts.

      OR

  • To copy a shift to other days:

    1. Double click on the existing shift that you want to copy.

       Only shifts assigned to an employee can be copied.

    2. Click on .

    3. Place a checkmark next to each of the days that you want to copy the shift to.

    4. Click on the Duplicate button.

  14. Once the schedule is complete, you can publish the schedule and/or print the schedule.

      To publish the created schedule:

      • Publish is only available for stores using TimeShark.

      1. Click on the Publish* button to send the schedule to employees.

         Publish sends each employee their schedule for the entire week on TimeShark, and enforces any restrictions set in TimeShark controls (like blocking new leave requests for weeks that have been published).

      2. Place a checkmark next to any other weeks (if any) that you'd like to publish as well.

         A maximum of three weeks can be published at a time.

      3. Click on the Verify button.

      4. Check the notifications displayed and address them if required.

         Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule but will not prevent you from publishing. On the other hand, orange (critical) notifications must be addressed as they prevent CLEARVIEW from publishing the schedule.

      5. Click on the Publish button.

      6. Click on the Close button.

      To print the created schedule:

      1. If there's a red circle on the notifications icon () on the top-right corner of the page, click on it to view the notifications.

         • Check the notifications displayed and address them if required.

           Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule, while we recommend ensuring all orange (critical) notifications are addressed.

      2. Click on in the top-left corner of the page.

      3. Click on the Print button.

      4. In the Schedule window:

         1. Select how you'd like the schedule sorted from the Sort by drop-down list:

         2. Place a checkmark next to each of the details you want included in the print:

            • Total Hours will include the total hours scheduled for each employee for the week in a column titled Total.

            • Primary Job will include the Primary Job of the employee as a column.

            • Unscheduled Employees will include employees that have not been scheduled any hours for the week in the print.

            • Job Codes on Shifts will include the initials of the job code assigned to each shift.

            • Requests for day off will indicate the days that employees have requested off in grey boxes.

              • RDO indicates that the leave request has been approved.

              • ? RDO ? indicates that the leave request has not been approved as yet.

            • Display Request Day Off Time will include the time period requested off in Requests for day off.

            • Shifts from other stores will include shifts that employees are scheduled at another store, in the print. Shifts from other stores are indicated with a striped background.

         3. Click on and follow the printer prompts.

      5. Click on .

TO CREATE A SCHEDULE FROM A TEMPLATE

1. Open the Schedule - New page.

2. Select the store from the drop-down list at the top of the page.

3. Select Day if you want to create the schedule for only a day, or Week if you want to create the schedule for a week.

4. Click on the date or week ending at the top of the page, and then select the day or week for which you want to create the schedule.

5. Click on in the top-left corner of the page.

6. Click on the Tools button.

7. Check that the message There are no shifts available for the selected period shows below the Manage Templates button.

   If you don't see the message, you might want to make a note of the shifts so that you can recreate them after the template is applied.

   Any existing shifts for the day or week will be deleted by CLEARVIEW before the template is applied.

8. Click on for the template that you want to apply.

9. Click on the Apply button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview.*.

• To add a shift to the schedule:

  1. Click on in the top-left corner of the page.

  2. Click on the Add Shift button.

  3. Click on the Start Time and then select the time at which you'd like the shift to start.

  4. If you would like to change the length of the shift, click on the Duration of the shift and change the duration as required.

     The default shift length can be managed in the Shift tab in Settings.

  5. If the shift was meant to be created for a different day:

     1. Click on or anywhere outside the shift to go back to the schedule.

     2. Click and drag the shift bar in the grid and move it to the desired day.

• To copy a shift to other days:

  1. Double click on the existing shift that you want to copy.

     Only shifts assigned to an employee can be copied.

  2. Click on .

  3. Place a checkmark next to each of the days that you want to copy the shift to.

  4. Click on the Duplicate button.

• To delete a shift:

  1. Double click on the shift bar in the grid.

  2. Click on .

  3. Click on the Yes button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

     OR

  1. Click and hold on the shift bar in the grid until the trash can icon appears and then drag it to the trash can.

10. Double click on a shift to add details to it.

    • Adding or changing details like job, employee and staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. automatically applies constraints to the other fields in the window (learn more). To remove these filters Drop-down boxes that let you select from the options available., click on .

    • Notifications regarding the shift are displayed in the right panel.

    To add a job to the shift:

    1. Select the Job Code from the drop-down list.

    To add an employee to the shift:

    1. Select the Employee from the drop-down list.

       You can assign multiple employees (as long as they've been assigned the same job code) to the shift by clicking on next to Employee. A new shift will automatically be created for each employee, with the same shift parameters.

       Only employees actively assigned to a store can be scheduled at the store.

       The store(s) an employee is assigned to can be managed in the Store Assignment tab of the electronic employee file.

    To add breaks to the shift:

    Multiple breaks can be added to the shift, if required.

    1. Click on next to Break(s).

    2. Select the type of break from the drop-down list.

       The types of breaks available can be managed through the Breaks Template tab in Settings.

    3. To schedule the break, click and hold the break for a second and then drag it to the shift to the time you want to schedule it (the time is indicated below the shift as you move the break through the shift).

    4. To remove a break from the shift (to make it unscheduled), click and hold the break for a second and then drag it down to the Unscheduled Breaks bar that appears.

    5. Repeat steps i to iv to add more breaks to the shift.

    To add staff positions to the shift:

    Staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. must exist for your store before you can assign them to shifts.

    Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

    Multiple staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. can be added to a single shift, if required.

    1. Click on next to Position.

    2. Select the staff position from the drop-down list.

       Employee's skill level at each staff position can be manged in the Skill Level tab of each electronic employee file.

       Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

    3. Drag the darker shade graphical bar on the shift, to the time (during the shift) that you'd like the employee to start working the staff position, and to the length of period desired.

    4. Repeat steps i to iii to add more positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. to the shift.

• To publish the created schedule:

  • Publish is only available for stores using TimeShark.

  1. Click on the Publish* button to send the schedule to employees.

     Publish sends each employee their schedule for the entire week on TimeShark, and enforces any restrictions set in TimeShark controls (like blocking new leave requests for weeks that have been published).

  2. Place a checkmark next to any other weeks (if any) that you'd like to publish as well.

     A maximum of three weeks can be published at a time.

  3. Click on the Verify button.

  4. Check the notifications displayed and address them if required.

     Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule but will not prevent you from publishing. On the other hand, orange (critical) notifications must be addressed as they prevent CLEARVIEW from publishing the schedule.

  5. Click on the Publish button.

  6. Click on the Close button.

• To print the created schedule:

  1. If there's a red circle on the notifications icon () on the top-right corner of the page, click on it to view the notifications.

     • Check the notifications displayed and address them if required.

       Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule, while we recommend ensuring all orange (critical) notifications are addressed.

  2. Click on in the top-left corner of the page.

  3. Click on the Print button.

  4. In the Schedule window:

     1. Select how you'd like the schedule sorted from the Sort by drop-down list:

     2. Place a checkmark next to each of the details you want included in the print:

        • Total Hours will include the total hours scheduled for each employee for the week in a column titled Total.

        • Primary Job will include the Primary Job of the employee as a column.

        • Unscheduled Employees will include employees that have not been scheduled any hours for the week in the print.

        • Job Codes on Shifts will include the initials of the job code assigned to each shift.

        • Requests for day off will indicate the days that employees have requested off in grey boxes.

          • RDO indicates that the leave request has been approved.

          • ? RDO ? indicates that the leave request has not been approved as yet.

        • Display Request Day Off Time will include the time period requested off in Requests for day off.

        • Shifts from other stores will include shifts that employees are scheduled at another store, in the print. Shifts from other stores are indicated with a striped background.

     3. Click on and follow the printer prompts.

  5. Click on .

TO COPY THE SCHEDULE FROM A PREVIOUSLY SCHEDULED WEEK

1. Open the Schedule - New page.

2. Select the store from the drop-down list at the top of the page.

3. Select Week at the top of the page.

4. Identify the week that you want to copy.

5. Click on the week ending at the top of the page, and then select the week ending for which you want to create the schedule.

6. Click on in the top-left corner of the page.

7. Click on the Tools button.

8. Check that the message There are no shifts available for the selected period shows below the Manage Templates button.

   If you don't see the message, you might want to make a note of the shifts so that you can recreate them after the copy is created.

   Any existing shifts for the week will be deleted by CLEARVIEW before the shifts and assignments are copied.

9. Click on the Copy Week tab.

10. Select From.

11. Select the week you identified in step 4, from the Week Ending drop-down list.

12. Place a checkmark next to each of the options that you want to copy to the schedule being created:

    Selecting none of the options will only copy the shifts with the jobs assigned.

    • Copy Employees will include all the employees assigned to the shifts.

    • Copy Breaks will include all the breaks assigned to the shifts.

    • Copy Positions will include all the positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. assigned to the shifts.

13. Click on the Apply button.

14. Click on the Copy button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview.*.

• To add a shift to the schedule:

  1. Click on in the top-left corner of the page.

  2. Click on the Add Shift button.

  3. Click on the Start Time and then select the time at which you'd like the shift to start.

  4. If you would like to change the length of the shift, click on the Duration of the shift and change the duration as required.

     The default shift length can be managed in the Shift tab in Settings.

  5. If the shift was meant to be created for a different day:

     1. Click on or anywhere outside the shift to go back to the schedule.

     2. Click and drag the shift bar in the grid and move it to the desired day.

• To copy a shift to other days:

  1. Double click on the existing shift that you want to copy.

     Only shifts assigned to an employee can be copied.

  2. Click on .

  3. Place a checkmark next to each of the days that you want to copy the shift to.

  4. Click on the Duplicate button.

• To delete a shift:

  1. Double click on the shift bar in the grid.

  2. Click on .

  3. Click on the Yes button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

     OR

  1. Click and hold on the shift bar in the grid until the trash can icon appears and then drag it to the trash can.

15. Double click on a shift to add details to it.

    • Adding or changing details like job, employee and staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. automatically applies constraints to the other fields in the window (learn more). To remove these filters Drop-down boxes that let you select from the options available., click on .

    • Notifications regarding the shift are displayed in the right panel.

    To add a job to the shift:

    1. Select the Job Code from the drop-down list.

    To add an employee to the shift:

    1. Select the Employee from the drop-down list.

       You can assign multiple employees (as long as they've been assigned the same job code) to the shift by clicking on next to Employee. A new shift will automatically be created for each employee, with the same shift parameters.

       Only employees actively assigned to a store can be scheduled at the store.

       The store(s) an employee is assigned to can be managed in the Store Assignment tab of the electronic employee file.

    To add breaks to the shift:

    Multiple breaks can be added to the shift, if required.

    1. Click on next to Break(s).

    2. Select the type of break from the drop-down list.

       The types of breaks available can be managed through the Breaks Template tab in Settings.

    3. To schedule the break, click and hold the break for a second and then drag it to the shift to the time you want to schedule it (the time is indicated below the shift as you move the break through the shift).

    4. To remove a break from the shift (to make it unscheduled), click and hold the break for a second and then drag it down to the Unscheduled Breaks bar that appears.

    5. Repeat steps i to iv to add more breaks to the shift.

    To add staff positions to the shift:

    Staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. must exist for your store before you can assign them to shifts.

    Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

    Multiple staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. can be added to a single shift, if required.

    1. Click on next to Position.

    2. Select the staff position from the drop-down list.

       Employee's skill level at each staff position can be manged in the Skill Level tab of each electronic employee file.

       Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

    3. Drag the darker shade graphical bar on the shift, to the time (during the shift) that you'd like the employee to start working the staff position, and to the length of period desired.

    4. Repeat steps i to iii to add more positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. to the shift.

• To publish the created schedule:

  • Publish is only available for stores using TimeShark.

  1. Click on the Publish* button to send the schedule to employees.

     Publish sends each employee their schedule for the entire week on TimeShark, and enforces any restrictions set in TimeShark controls (like blocking new leave requests for weeks that have been published).

  2. Place a checkmark next to any other weeks (if any) that you'd like to publish as well.

     A maximum of three weeks can be published at a time.

  3. Click on the Verify button.

  4. Check the notifications displayed and address them if required.

     Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule but will not prevent you from publishing. On the other hand, orange (critical) notifications must be addressed as they prevent CLEARVIEW from publishing the schedule.

  5. Click on the Publish button.

  6. Click on the Close button.

• To print the created schedule:

  1. If there's a red circle on the notifications icon () on the top-right corner of the page, click on it to view the notifications.

     • Check the notifications displayed and address them if required.

       Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule, while we recommend ensuring all orange (critical) notifications are addressed.

  2. Click on in the top-left corner of the page.

  3. Click on the Print button.

  4. In the Schedule window:

     1. Select how you'd like the schedule sorted from the Sort by drop-down list:

     2. Place a checkmark next to each of the details you want included in the print:

        • Total Hours will include the total hours scheduled for each employee for the week in a column titled Total.

        • Primary Job will include the Primary Job of the employee as a column.

        • Unscheduled Employees will include employees that have not been scheduled any hours for the week in the print.

        • Job Codes on Shifts will include the initials of the job code assigned to each shift.

        • Requests for day off will indicate the days that employees have requested off in grey boxes.

          • RDO indicates that the leave request has been approved.

          • ? RDO ? indicates that the leave request has not been approved as yet.

        • Display Request Day Off Time will include the time period requested off in Requests for day off.

        • Shifts from other stores will include shifts that employees are scheduled at another store, in the print. Shifts from other stores are indicated with a striped background.

     3. Click on and follow the printer prompts.

  5. Click on .

TO CREATE A SCHEDULE FROM RECURRING SHIFTS

1. Open the Schedule - New page.

2. Select the store from the drop-down list at the top of the page.

3. Select Week at the top of the page.

4. Click on the week ending at the top of the page, and then select the week ending for which you want to create the schedule.

5. Click on in the top-left corner of the page.

6. Click on the Tools button.

7. Click on the Reoccurring Shifts tab.

8. Ensure that the details displayed are correct.

9. Click on the Apply button.

   Reoccurring shifts can be managed through Schedule - Reoccurring Shifts.

10. Click on the Apply button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview.*.

• To add a shift to the schedule:

  1. Click on in the top-left corner of the page.

  2. Click on the Add Shift button.

  3. Click on the Start Time and then select the time at which you'd like the shift to start.

  4. If you would like to change the length of the shift, click on the Duration of the shift and change the duration as required.

     The default shift length can be managed in the Shift tab in Settings.

  5. If the shift was meant to be created for a different day:

     1. Click on or anywhere outside the shift to go back to the schedule.

     2. Click and drag the shift bar in the grid and move it to the desired day.

• To copy a shift to other days:

  1. Double click on the existing shift that you want to copy.

     Only shifts assigned to an employee can be copied.

  2. Click on .

  3. Place a checkmark next to each of the days that you want to copy the shift to.

  4. Click on the Duplicate button.

• To delete a shift:

  1. Double click on the shift bar in the grid.

  2. Click on .

  3. Click on the Yes button in the confirmation request pop-up box A box with a prompt that opens up when you click certain links or buttons in Clearview..

     OR

  1. Click and hold on the shift bar in the grid until the trash can icon appears and then drag it to the trash can.

11. Double click on a shift to add details to it.

    • Adding or changing details like job, employee and staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. automatically applies constraints to the other fields in the window (learn more). To remove these filters Drop-down boxes that let you select from the options available., click on .

    • Notifications regarding the shift are displayed in the right panel.

    To add a job to the shift:

    1. Select the Job Code from the drop-down list.

    To add an employee to the shift:

    1. Select the Employee from the drop-down list.

       You can assign multiple employees (as long as they've been assigned the same job code) to the shift by clicking on next to Employee. A new shift will automatically be created for each employee, with the same shift parameters.

       Only employees actively assigned to a store can be scheduled at the store.

       The store(s) an employee is assigned to can be managed in the Store Assignment tab of the electronic employee file.

    To add breaks to the shift:

    Multiple breaks can be added to the shift, if required.

    1. Click on next to Break(s).

    2. Select the type of break from the drop-down list.

       The types of breaks available can be managed through the Breaks Template tab in Settings.

    3. To schedule the break, click and hold the break for a second and then drag it to the shift to the time you want to schedule it (the time is indicated below the shift as you move the break through the shift).

    4. To remove a break from the shift (to make it unscheduled), click and hold the break for a second and then drag it down to the Unscheduled Breaks bar that appears.

    5. Repeat steps i to iv to add more breaks to the shift.

    To add staff positions to the shift:

    Staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. must exist for your store before you can assign them to shifts.

    Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

    Multiple staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. can be added to a single shift, if required.

    1. Click on next to Position.

    2. Select the staff position from the drop-down list.

       Employee's skill level at each staff position can be manged in the Skill Level tab of each electronic employee file.

       Click here to learn how to manage staff positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. for each store in Schedule - Positions.

    3. Drag the darker shade graphical bar on the shift, to the time (during the shift) that you'd like the employee to start working the staff position, and to the length of period desired.

    4. Repeat steps i to iii to add more positions Different from jobs, positions (or staff positions) are specific roles that employees can take on during a shift (like Cashier, Drive Thru Order Taker, Fry Cook, etc.) and can be used to ensure that all positions are covered when creating a schedule. to the shift.

• To publish the created schedule:

  • Publish is only available for stores using TimeShark.

  1. Click on the Publish* button to send the schedule to employees.

     Publish sends each employee their schedule for the entire week on TimeShark, and enforces any restrictions set in TimeShark controls (like blocking new leave requests for weeks that have been published).

  2. Place a checkmark next to any other weeks (if any) that you'd like to publish as well.

     A maximum of three weeks can be published at a time.

  3. Click on the Verify button.

  4. Check the notifications displayed and address them if required.

     Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule but will not prevent you from publishing. On the other hand, orange (critical) notifications must be addressed as they prevent CLEARVIEW from publishing the schedule.

  5. Click on the Publish button.

  6. Click on the Close button.

• To print the created schedule:

  1. If there's a red circle on the notifications icon () on the top-right corner of the page, click on it to view the notifications.

     • Check the notifications displayed and address them if required.

       Blue (information) and yellow (warning) notifications provide insight into possible issues with the schedule, while we recommend ensuring all orange (critical) notifications are addressed.

  2. Click on in the top-left corner of the page.

  3. Click on the Print button.

  4. In the Schedule window:

     1. Select how you'd like the schedule sorted from the Sort by drop-down list:

     2. Place a checkmark next to each of the details you want included in the print:

        • Total Hours will include the total hours scheduled for each employee for the week in a column titled Total.

        • Primary Job will include the Primary Job of the employee as a column.

        • Unscheduled Employees will include employees that have not been scheduled any hours for the week in the print.

        • Job Codes on Shifts will include the initials of the job code assigned to each shift.

        • Requests for day off will indicate the days that employees have requested off in grey boxes.

          • RDO indicates that the leave request has been approved.

          • ? RDO ? indicates that the leave request has not been approved as yet.

        • Display Request Day Off Time will include the time period requested off in Requests for day off.

        • Shifts from other stores will include shifts that employees are scheduled at another store, in the print. Shifts from other stores are indicated with a striped background.

     3. Click on and follow the printer prompts.

  5. Click on .