© 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Schedule Quick Start Guide Document Details Document #: 160_QS740_230515 Release Version: 07.40.00.00 Version Release Date: October 2020 Overview This guide will show you how to create a new labor schedule in Teamworx. System Requirements • CES Version 07.40.00 or higher Be sure to grab the latest version of this document here: https://links.crunchtime.com/TWQS-CreateASchedule OR by scanning the QR code to the left. Watch the tutorials on MainCourse: https://links.crunchtime.com/TWX102vtba

2 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a New Schedule Getting Started 1. From the Manager Console, select Manage Schedules. 2. Choose Create New. 3. Pick the week you want to schedule from the Select Week Ending Date dropdown. 4. Select Submit. (Continued) Teamworx > Manage Schedules

3 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a New Schedule (Continued) Schedule Shifts (Day View) 5. Select the date you would like to schedule. 6. Click or tap the Add (+) icon next to the position you want to schedule. This will add a new row under the position. 7. Select the Station dropdown to specify a station (optional). 8. Select a team member from the Employee dropdown menu. Note: Employees will appear on the drop-down menu if they are linked to the selected position and are not already scheduled for a shift during this time at this location, or any alternate locations. Still not seeing an employee? Check to see if you have any filters enabled on this page that might prevent you from seeing a particular person. 9. If not already selected, choose Work from the shift selector menu. 10. With your cursor or finger, drag to paint the length of the shift onto the grid. Tip: Need to quickly undo a change? Try selecting the same cell again. The scheduling “smart” grid will automatically reverse your change! (Continued) Teamworx > Manage Schedules: Create New

4 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a New Schedule (Continued) Schedule Shifts (Week View) 1. Select Week View. 2. Click or tap the Add (+) icon next to the position you want to schedule. You will be prompted to select an employee. 3. Select the Employee row you would like to edit to bring it into focus. 4. Select Add Shift on the weekday that you’d like schedule this employee. 5. Enter the Start and End Time for the shift. Select Submit to save your change. Tip: You can quickly move a shift from one employee to another (on the same day). Just click/tap and hold the Three Bar (Ξ) icon and drag the shift to the right employee. Teamworx > Manage Schedules: Create New

5 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Break Violations Overview Teamworx monitors shifts for potential break and overtime violations. In some cases, you may be prompted to correct these violations before publishing a schedule. Setup: Depending on the Labor Rules established in Enterprise Manager, Paid or Unpaid Breaks may be required for certain shifts, or may not be allowed for scheduling at all. Identify Break Violations 1. Click or tap on the highlighted Daily/Weekly Hours field. A pop-up window will open describing the corrections needed for the shift. (Continued) Teamworx > Manage Schedules: Create New

6 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Break Violations (Continued) Add Breaks 2. Using the shift selectors, apply the necessary changes to the schedule grid. a. In this example, a 30-minute Paid break and a 30-minute Unpaid break are added to Sara’s shift. b. Once all labor violations are resolved the Daily Hours field will no longer be highlighted red. Break Violations Overtime Violations If Meal Period (Unpaid) or Paid Breaks are required, the Daily Hours column will be highlighted in red. If Daily or Weekly Hours Overtime are eclipsed, the Daily or Weekly Hours columns will be highlighted in red. Note: Additional Labor Violations will appear when selecting Save Draft or Publish. You can also view this report by selecting the Graph icon and then choosing Labor Schedule Alerts. Teamworx > Manage Schedules: Create New

7 © 2023 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Save/Publish Schedule Finish the Schedule 1. Select Save Draft if you want to come back and keep working on this schedule later. 2. If you’re ready to finalize the schedule, select Publish. Note: You may see the option to Mark as Read y if your location is using Staffing Structures . Select Mark as Ready to indicate to the scheduling manager that this schedule is ready to publish. • Select the Printer icon if you would like to print out a copy of this schedule. Warning: Published schedules can be edited but cannot be moved back to “Draft” status or deleted. Teamworx > Manage Schedules: Create New