πŸ“– All guides
Create your accountSet up your account: the Get started checklistChoose how your team clocks inGet the mobile appAdd more locations as you growLocation settings: every switch explainedAdd your employeesTeam member settings: every section of the profilePay rates and rate history β€” raises, back-dating, and rolesInvite your team to the appCollect SMS consent (TCPA)Build and publish a scheduleSort, filter, and read the gridEmployee availability changesSchedule templatesWork the Compliance pageMeal break waivers: request, sign, trackBreak lengths, reminders and ran-long flagsPaid sick leave: policies and balancesCustomize attestation questionsPay period review & certificationTraining: library, assignments, recordsCal/OSHA restaurant safety trainingGet ready for a Cal/OSHA or OSHA inspectionSet up the entrance tablet (PIN kiosk)Recommended hardware for the entrance tabletLock the tablet to the kiosk (manager passcode to exit)Photo at each punch (buddy-punching protection)PINs explained: punch PIN vs Manager PINLock punches to the scheduleRun Schedule Clock mode (the published schedule is the time record)Early clock-ins and late clock-outsClock Station: live time cards, manual entries and correctionsThe Time Entries report, column by columnEmployees can ask for a punch correction β€” you approve or denyEmployees confirm punches you entered or editedConnect DailyPay (earned wage access)Connect Toast POS to SafeShiftConnect Square to SafeShiftTip declarations at clock-outTip pooling & distribution: how tips get splitSet up the Attestation StationEmployees who work at multiple locationsDepartmentsApprove shift swapsSend announcementsTime off & PTOHR actions & AI-drafted noticesAccess levels: give someone manager accessOnboarding documents & the digital W-4Send a policy for everyone to sign (Policy Campaigns)Other documents on fileBilling, plans & seatsRun payroll with SafeShift: from pay period to paidEditing pay after a run is locked (pay instruction)Adding bonuses, commissions and corrections to a pay periodBonus True-Up tool β€” the California lookback, step by step

Sort, filter, and read the grid

Order the grid the way you run the floor, filter by role or conflicts, and read each day's hours, headcount, and labor cost at a glance.

A big roster needs a grid you can shape. The toolbar above the schedule sorts and filters the rows; the footer totals each day. Your choices are remembered per browser, so the grid opens the way you left it.

  1. 1

    Sort the rows

    Sort: Earliest start (the default) ranks people by when they start today β€” the grid reads top-to-bottom like your day does. Click any day's column header to re-anchor the sort to that day (a β–Ύ marker shows which day is anchoring). Sort: Role (sections) groups the grid into role sections β€” all servers together, all cooks together. Name is the classic A–Z.

    The schedule toolbar with the sort menu, role filter, and conflicts filter
  2. 2

    Filter by role or conflicts

    The role filter lists the roles defined at this location β€” pick one to see just that crew (people with the role as a primary or extra both match). The conflicts chip narrows to rows with a warning badge, so fixing double-books doesn't mean scrolling past everyone else.

  3. 3

    Read the day totals

    The footer under each day shows scheduled hours and headcount for the shifts currently visible β€” filters apply to the totals too, so "Servers Β· Friday" answers itself. Managers also see the day's labor cost computed from each person's rate; Shift Leads see hours and headcount only, never dollars.

  4. 4

    Read the colors

    Role colors are a switch on Settings β†’ Employee Roles (off by default β€” the standard grid colors tiles by status; a location can override the org setting on its own card). With it on, every role has a color and each tile wears its role's color: a published shift is filled with it, an unpublished or ad hoc shift shows it as an outline only, so one glance tells you what has gone out to the crew. The legend above the grid lists the roles in their colors β€” click one to filter to that crew. State keeps its own marks: a green ring while someone is clocked in, the punch times under the tile once they clock out, and the red No show, amber duplicate and amber no clock-out tiles still jump out. Set the colors on Settings β†’ Employee Roles (each chip has a color dot; a location can override the org's choices).

Good to know

  • The day-anchored sort falls back to a person's earliest shift of the week on days they don't work β€” nobody jumps around confusingly on their days off.
  • Sort, role, and conflict choices persist per browser and reset when you switch locations (each site has its own roles).
  • Role colors come from a fixed palette that never uses green, amber or red β€” those stay reserved for live, warning and no-show marks, so a tile's color never lies about its state.

Related guides