© 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Create a Schedule Faster Quick Start Guide Document Details Document #: 160_QS130_220929 Release Version: 1.3.x Version Release Date: October 2016 Overview This guide will show you how to copy a past schedule, save a schedule template, and create templates for common shifts. All these tools will help you create a labor schedule in minutes. Be sure to grab the latest version of this document here: https://links.crunchtime.com/TWQS-CreateAScheduleFaster OR by scanning the QR code to the left. Watch the tutorial on MainCourse: https://links.crunchtime.com/TWX103mewq

2 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Copy a Schedule Overview Copying a schedule uses the shifts from a previous week in the schedule you’re currently creating, saving you a lot of time when making a schedule for a typical week. Copy a Schedule 1. From the Manager Console, select Manage Schedules. 2. Select Create New. 3. Pick the week you are scheduling from the Select Week Ending Date drop-down menu. 4. Select the past schedule you would like to use from the Copy Existing Week Ending Date drop-down menu. 5. Select Copy with Employees to include the team members that were scheduled on the copied week (optional). When this box is not checked the schedule will be created with all shifts Unassigned. 6. Select Submit to create a new schedule using the shifts (and employees if selected) from the copied week. Teamworx > Manage Schedules

3 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Favorite a Schedule Star a Schedule Did you just make a great schedule? Starring that schedule will make it super easy to find and use again. 1. Open a Teamworx labor schedule. 2. Click or tap the Star icon. 3. Enter a description of the schedule (optional). 4. Select Star & Save. Use a Favorite Schedule Once a schedule has been starred, it can be easily found when creating a new schedule. 1. When creating a new schedule, select the Copy Existing Week Ending Date drop-down menu. 2. Favorite schedules will appear at the top of the list. A star and the schedule description (if entered) will be displayed in orange text. Teamworx > Manage Schedules: Create New Teamworx > Manage Schedules > Labor Schedule

4 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Shift Templates Overview Shift Templates allow you to build and reuse schedules for days that differ from an ordinary schedule, such as a holiday . You can either save a n existing schedule or use the Shift Builder to create a template for a specific occasion. Save Shift Template An existing schedule can be saved as a Shift Template with just a few steps. 1. Select the Wand icon. 2. Choose Save Shift Template As from the drop-down menu. 3. Enter a name for the template. 4. Write a description for the template (optional). 5. Select Submit to create a new template with this schedule. Note: You must be creating or editing a schedule on Day View to save or load a Shift Template. (Continued) Teamworx > Manage Schedules > Labor Schedule

5 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Shift Templates (Continued) Shift Builder The Shift Builder allows you to edit existing Shift Templates and create new ones. Any templates that were saved using the previous steps will appear here and can be edited as needed. 1. Select Shift Builder from the Manager Console. 2. Select Create New. 3. Enter a template name. 4. To use another template as a foundation, select a template from the Copy Existing Template drop-down (optional). 5. Enter a description of the new template (optional). 6. Select Submit. (Continued) Teamworx > Shift Builder

6 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Shift Templates (Continued) Shift Builder (continued) 7. Click or tap on the Add (+) icon. 8. Select a position from the drop-down menu. 9. Drag to paint the hours for each shift. 10. Select Save to finish the template. Use a Shift Template 1. From a new schedule, select the Wand icon. 2. Select Load Shift Template. 3. Choose a Template from the pop-up menu. The selected template will be applied to the labor date you are currently editing. Teamworx > Manage Schedules: Edit Schedule Teamworx > Shift Builder: Create New

7 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Common Shifts Overview Use Common Shifts to create templates for your most frequently used shift, so you don’t have to recreate the shifts from week-to-week. Getting Started 1. Select Shift Builder from the Manager Console. 2. Click or tap the Common Shifts button. (Continued) Teamworx > Shift Builder

8 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Common Shifts (Continued) Create Common Shift 3. Select the Add (+) icon to enter a new shift for a particular Position. Tip: Adding a shift under “All Positions” will allow you to schedule that shift for any position. 4. Enter a Name for the shift to make it easily recognizable. If left blank, the name will automatically be set to the shift start and end time. 5. Select a Station (optional). 6. Drag to paint the shift schedule onto the grid. 7. Select Save. Note: If you want to disable Common Shifts for a particular position, select the Cancel icon. When selected, the icon will turn red, and the shifts for this position will be greyed out. The option to add Common Shifts for this position will no longer be visible on the labor schedule. (Continued) Teamworx > Shift Builder: Common Shifts

9 © 2022 CrunchTime! Information Systems, Inc. All Rights Reserved. | www.crunchtime.com Common Shifts (Continued) Apply Common Shifts 1. Click or tap on the ellipses (•••) for the position you would like to schedule. 2. Select the Common Shift from the pop-up menu. A new line will be added to the schedule with the chosen shift. Teamworx > Manage Schedules: Edit Schedule