Staff Scheduling
Managing team schedules and shift assignments
Overview
The scheduling system in Danvas allows managers to plan weekly rosters, assign staff to specific shifts, and track shift-related tasks. It provides a visual builder for managers and a simplified view for staff members to check their upcoming shifts.
Using the Schedule Builder
Managers can access the visual builder under Admin → Schedule Builder.
- Select a Week: Use the date picker to choose the week you want to schedule.
- Assign Staff: Drag and drop staff members onto the schedule grid.
- Set Shift Details: Specify the shift type (Morning, Afternoon, Evening) and the staff member's role for that shift.
- Conflict Detection: The system will warn you if a staff member is double-booked or exceeds their weekly hour targets.
- Publish: Once the schedule is finalized, click Publish. This makes the schedule visible to all staff members and triggers automated setup for the week.
Publishing a schedule is a permanent action. It automatically generates compliance rows and shift tasks for the entire week.
Staff Schedule View
Staff members can view their personal and team schedules under the Schedule tab.
- My Shifts: A personalized view of your upcoming assignments.
- Team Schedule: A full view of the roster for your location, allowing you to see who you are working with.
- Mobile Friendly: The schedule is optimized for viewing on phones, ensuring you always know when your next shift starts.
Shift Tasks
When a schedule is published, the system automatically assigns Shift Tasks to the scheduled staff. These tasks appear in the staff member's dashboard at the start of their shift and must be completed as part of their end-of-shift reporting.