Staff Scheduling Checklist

Weekly staff scheduling workflow for a retail store manager — pulling forecast data, building the schedule against skill and predictive-scheduling requirements, posting to staff, and handling shift-swap requests through the work week.

Use this workflow
1

Forecast and Demand Inputs

  1. Pull last year's same-week traffic and sales
  2. Note promotions, holidays, and local events
  3. Calculate target SPLH for the week
  4. Confirm the labor budget with the district manager
2

Availability and Time-Off Intake

  1. Close the time-off request window
  2. Reconcile availability changes in Homebase
  3. Review minor work-permit hour limits
  4. Check for predictive-scheduling jurisdiction
  5. Approve or deny each time-off request
3

Build the Schedule

  1. Stage shifts against the daily traffic curve
  2. Assign a key holder to every open and close
  3. Cover register, floor, fitting room, and stockroom
  4. Schedule meal and rest breaks per state rules
  5. Run the overtime audit before publishing
4

Compliance Check

  1. Confirm predictive-scheduling status for this location
  2. Post the schedule to meet advance-notice law
  3. Verify no shift triggers clopening premium pay
5

Publish and Communicate

  1. Publish the schedule in the workforce app
  2. Post a printed copy in the back-of-house
  3. Confirm associate acknowledgement of shifts
  4. Capture the published schedule for the audit log
6

Mid-Week Adjustments

  1. Triage call-outs and no-call no-shows
  2. Approve shift swaps in the workforce app
  3. Log predictive-scheduling premium pay owed
  4. Record the final schedule outcome
7

Weekly Review

  1. Compare actual SPLH to the target
  2. Note recurring coverage gaps for next week
  3. Submit weekly labor variance to the district manager