Workflow Templates: Staff Scheduling Checklist

Review historical sales data to predict customer flow

Consider peak hours, holidays, and sales events when scheduling

Evaluate individual employee strengths, availability, and limitations

Develop a schedule that covers all necessary shifts

Use scheduling software to streamline the process and avoid conflicts

Distribute the schedule to all employees well in advance

Establish a clear process for submitting time-off requests

Keep track of employee availability and preferences

Ensure fairness in granting time-off requests

Track employee attendance and punctuality

Be prepared to make adjustments for unexpected absences or changes in demand

Communicate any schedule changes promptly to affected staff

Ensure adherence to labor laws and regulations regarding working hours and rest periods

Verify that the schedule does not lead to excessive overtime or violate labor agreements

Maintain accurate records of hours worked for payroll and auditing purposes

Gather feedback from employees about the scheduling process

Regularly review the effectiveness of the current scheduling system

Stay updated with new scheduling tools and best practices

Staff Scheduling Checklist