Hello everyone! Thank you for joining us for  our online training of TSheets scheduling. 
Hello everyone! Thank you for joining us for  our online training of TSheets scheduling. 

My name is Sherissa and I'll be taking you  through a detailed training of the TSheets  
My name is Sherissa and I'll be taking you  through a detailed training of the TSheets  

schedule feature and how it can help you and  your team be successful at tracking time. 
schedule feature and how it can help you and  your team be successful at tracking time. 

I first want to talk about what TSheets scheduling  is and what it can do for you and your company. 
I first want to talk about what TSheets scheduling  is and what it can do for you and your company. 

The TSheets schedule is a helpful resource for  you and your team to communicate what needs to  
The TSheets schedule is a helpful resource for  you and your team to communicate what needs to  

be done throughout the day, week, month, and  year. It makes it faster and easier than ever  
be done throughout the day, week, month, and  year. It makes it faster and easier than ever  

to build and share schedules with team  members, assign jobs and/or shifts, 
to build and share schedules with team  members, assign jobs and/or shifts, 

and keep your workforce in the know  and running like a well-oiled machine.  
and keep your workforce in the know  and running like a well-oiled machine.  

Scheduling and time tracking that  work together allows you to use  
Scheduling and time tracking that  work together allows you to use  

one system to accomplish what  your company really needs. 
one system to accomplish what  your company really needs. 

You can use the TSheets scheduler to do job-based  or shift-based scheduling. An example of job-based  
You can use the TSheets scheduler to do job-based  or shift-based scheduling. An example of job-based  

scheduling could be when an employee is scheduled  for several locations throughout the day,  
scheduling could be when an employee is scheduled  for several locations throughout the day,  

whereas shift-based scheduling could  be when you have blocks of time  
whereas shift-based scheduling could  be when you have blocks of time  

that you need covered through the day but the  employee only works one shift for the day. 
that you need covered through the day but the  employee only works one shift for the day. 

Now we're going to go ahead and jump into my  TSheets account and jump right into our schedule.  
Now we're going to go ahead and jump into my  TSheets account and jump right into our schedule.  

And you can see here that I  already have a few shifts created,  
And you can see here that I  already have a few shifts created,  

and I'll definitely show you  how to get those created,  
and I'll definitely show you  how to get those created,  

but I want to show you a few of our features  first before we start creating them. 
but I want to show you a few of our features  first before we start creating them. 

First you'll see, to the far left hand side, all  of my users, and you'll also see an unassigned  
First you'll see, to the far left hand side, all  of my users, and you'll also see an unassigned  

area where you'll be able to post some shifts and  then figure out who is available and move those  
area where you'll be able to post some shifts and  then figure out who is available and move those  

unassigned shifts to those users. You can also see  the number of hours you have already assigned to  
unassigned shifts to those users. You can also see  the number of hours you have already assigned to  

the user for the week. Across the top,  you'll see each day of the week
the user for the week. Across the top,  you'll see each day of the week

as well as the number of hours that you have  scheduled out for each day as well. 
as well as the number of hours that you have  scheduled out for each day as well. 

You can hop between different weeks, you can also  
You can hop between different weeks, you can also  

view by job as well. So if you'd rather  view it by job, you definitely can. 
view by job as well. So if you'd rather  view it by job, you definitely can. 

You can also view by jobs here if you want,  just select specific jobs, or if you have a  
You can also view by jobs here if you want,  just select specific jobs, or if you have a  

lot of team members and if you just want to view  a group of users, you can go ahead and select  
lot of team members and if you just want to view  a group of users, you can go ahead and select  

the user you'd like to view through here. You can also view by day, week, or month. 
the user you'd like to view through here. You can also view by day, week, or month. 

And then in the top left hand  corner we have our actions. 
And then in the top left hand  corner we have our actions. 

And there are two ways that you can  start adding in your shifts for users.  
And there are two ways that you can  start adding in your shifts for users.  

So I can either click "Add shift" and  it'll pull up an editor to the far  
So I can either click "Add shift" and  it'll pull up an editor to the far  

right hand side where I can make it an all day  event, a repeating event. Title is optional  
right hand side where I can make it an all day  event, a repeating event. Title is optional  

as well as the color. You do have  a lot of fun color options here. 
as well as the color. You do have  a lot of fun color options here. 

You can choose the start date, the start time and  end time, select the team members here—you can  
You can choose the start date, the start time and  end time, select the team members here—you can  

select multiple team members—and then select  the job that they're going to be working on. 
select multiple team members—and then select  the job that they're going to be working on. 

You can enter in a location. Either manually  enter in a location, or if the job already has  
You can enter in a location. Either manually  enter in a location, or if the job already has  

a location attached to it through your jobs  it will automatically populate that for you.  
a location attached to it through your jobs  it will automatically populate that for you.  

And then you can add notes. Then you can either save it as a draft or  
And then you can add notes. Then you can either save it as a draft or  

publish it. The other way to enter it in is  if you click on any one of these boxes.  
publish it. The other way to enter it in is  if you click on any one of these boxes.  

So I'm going to click on myself, the box under Monday, so  for myself under Monday. And the editor will pop up  
So I'm going to click on myself, the box under Monday, so  for myself under Monday. And the editor will pop up  

for me as well. I'm going to make it a repeating  event so you can see what that looks like.  
for me as well. I'm going to make it a repeating  event so you can see what that looks like.  

You can make it repeat monthly,  weekly, daily, or every weekday. 
You can make it repeat monthly,  weekly, daily, or every weekday. 

You can make it every week, so every  one week, or maybe every other week,  
You can make it every week, so every  one week, or maybe every other week,  

so every two weeks or every third week,  etc. I'm going to have it repeat on  
so every two weeks or every third week,  etc. I'm going to have it repeat on  

these days—Monday through Friday. And I can have it repeat on or after the  
these days—Monday through Friday. And I can have it repeat on or after the  

date I've selected here, so I'm going to have it  just end at the end of the month, and press "Done." 
date I've selected here, so I'm going to have it  just end at the end of the month, and press "Done." 

I'm not going to put in a title, but I am going  to select a color so you can see when it pops up,  
I'm not going to put in a title, but I am going  to select a color so you can see when it pops up,  

and I'm going to go ahead and select the  time. I can select it either by using the  
and I'm going to go ahead and select the  time. I can select it either by using the  

drop down box, or I can go in and manually  enter it in. And then I can select a job. 
drop down box, or I can go in and manually  enter it in. And then I can select a job. 

My administration job does have an address attached to it,  
My administration job does have an address attached to it,  

so you'll notice that the location auto-populated in there. 
so you'll notice that the location auto-populated in there. 

I can also add notes. And then I'm going to go  ahead and save it as a draft. And then you'll  
I can also add notes. And then I'm going to go  ahead and save it as a draft. And then you'll  

notice—I'm going to go ahead and exit out  of there—that my drafts look different from  
notice—I'm going to go ahead and exit out  of there—that my drafts look different from  

what my published ones look like. So my drafts are  going to be outlined in the color that I've chosen  
what my published ones look like. So my drafts are  going to be outlined in the color that I've chosen  

while my ones that are published are going to  be filled in with the color that I've chosen.
while my ones that are published are going to  be filled in with the color that I've chosen.

I can also go in and edit any of those shifts  that I've created. So I'm going to go ahead and  
I can also go in and edit any of those shifts  that I've created. So I'm going to go ahead and  

click on that one that I've created for  Tuesday because it was a repeating one. 
click on that one that I've created for  Tuesday because it was a repeating one. 

I'm going to press "Edit" in the bottom right hand  corner, and it's going to ask me if I want to edit  
I'm going to press "Edit" in the bottom right hand  corner, and it's going to ask me if I want to edit  

the individual shift or the full series. I'm just going to say the individual shift  
the individual shift or the full series. I'm just going to say the individual shift  

and I'm actually going to delete it because  as you'll see, I have vacation on those days. 
and I'm actually going to delete it because  as you'll see, I have vacation on those days. 

And if you are using the time off preferences and  anyone enters in any time off and it is approved,  
And if you are using the time off preferences and  anyone enters in any time off and it is approved,  

the time off will show up on the  schedule, that way you don't have to  
the time off will show up on the  schedule, that way you don't have to  

manually enter it in yourself, and you'll  be able to notice when someone has time off. 
manually enter it in yourself, and you'll  be able to notice when someone has time off. 

And mine's vacation—it's not for  holiday or sick time or anything—  
And mine's vacation—it's not for  holiday or sick time or anything—  

so it'll tell you what kind of time off it is. 
so it'll tell you what kind of time off it is. 

And then when I'm ready to, in the top right hand  corner I can publish any pending drafts that are  
And then when I'm ready to, in the top right hand  corner I can publish any pending drafts that are  

still waiting to be published.  I'm going to go ahead and do that.  
still waiting to be published.  I'm going to go ahead and do that.  

And now all the ones that are published are  viewable by the user that they are assigned to. 
And now all the ones that are published are  viewable by the user that they are assigned to. 

And lastly, in the top right hand corner, I do  have my settings where I can go to my schedule  
And lastly, in the top right hand corner, I do  have my settings where I can go to my schedule  

preferences and take a look at how users  can either view or manage their schedule. 
preferences and take a look at how users  can either view or manage their schedule. 

I can allow them to just view their own,  the group, or the full company.
I can allow them to just view their own,  the group, or the full company.

I can also, if I wanted to, allow them to manage the schedule—either their own,  
I can also, if I wanted to, allow them to manage the schedule—either their own,  

the group, or the company. You can also  individually set these up under "My Team." 
the group, or the company. You can also  individually set these up under "My Team." 

The next option is "Edit view settings", where  you can allow them to either see the full  
The next option is "Edit view settings", where  you can allow them to either see the full  

seven-day week, or maybe you guys only work  Monday through Friday and you don't  
seven-day week, or maybe you guys only work  Monday through Friday and you don't  

need to see Saturday and Sunday, you can  deselect those and save it. And you can  
need to see Saturday and Sunday, you can  deselect those and save it. And you can  

also just show the working hours so it's not  overwhelming with a bunch of hours on there.  
also just show the working hours so it's not  overwhelming with a bunch of hours on there.  

Showing the hour totals like we saw earlier, so I  can see the hour totals for each user that we have  
Showing the hour totals like we saw earlier, so I  can see the hour totals for each user that we have  

scheduled out for them. I'm going to go ahead and press save  
scheduled out for them. I'm going to go ahead and press save  

and that'll update. I can only see the five days  that we generally work and it's all ready to go.
and that'll update. I can only see the five days  that we generally work and it's all ready to go.

Once you are done scheduling out your  users, they can start tracking their  
Once you are done scheduling out your  users, they can start tracking their  

time against what you've scheduled out for them.  They can receive notifications. You can set up  
time against what you've scheduled out for them.  They can receive notifications. You can set up  

your notifications under "Company Settings"  or on the individual level under "My Team."
your notifications under "Company Settings"  or on the individual level under "My Team."

After they've started tracking time, you can  then start using the reports that we have  
After they've started tracking time, you can  then start using the reports that we have  

available for the schedule as well. You can find  those reports right here on the left hand side,  
available for the schedule as well. You can find  those reports right here on the left hand side,  

and you'll find them with "Schedule Reports." And the two that we have are either  
and you'll find them with "Schedule Reports." And the two that we have are either  

a scheduled vs. worked report or a tardies report.  I love them both, they're super helpful.  
a scheduled vs. worked report or a tardies report.  I love them both, they're super helpful.  

So we're going to go ahead and take a look at  this week, and you can do it for all team members  
So we're going to go ahead and take a look at  this week, and you can do it for all team members  

by week, pay period, or custom date range.  I'm going to go ahead and run this report. 
by week, pay period, or custom date range.  I'm going to go ahead and run this report. 

And I can see how many hours I've scheduled  for each user under the first column,  
And I can see how many hours I've scheduled  for each user under the first column,  

how many hours they've worked,  and what that difference is,  
how many hours they've worked,  and what that difference is,  

so if they worked more or less hours  than what I've scheduled for them.
so if they worked more or less hours  than what I've scheduled for them.

And then at the very bottom, I do have a  total as well, so if you need that total it's there. 
And then at the very bottom, I do have a  total as well, so if you need that total it's there. 

You can also view by job, so if you'd rather see how many hours you scheduled per  
You can also view by job, so if you'd rather see how many hours you scheduled per  

job versus what was worked, and then  that difference, you have that as well.
job versus what was worked, and then  that difference, you have that as well.

And then we have our tardies report. This one's  a pretty fun one to take a look at. That way you  
And then we have our tardies report. This one's  a pretty fun one to take a look at. That way you  

can see who's been tardy when, and you can even  download and print out that report and have a  
can see who's been tardy when, and you can even  download and print out that report and have a  

talk with those users. You can do it by week, pay  period, or custom date range. I'm just going to  
talk with those users. You can do it by week, pay  period, or custom date range. I'm just going to  

do it for this date range. You can see how many  minutes they were tardy. I like to do zero just  
do it for this date range. You can see how many  minutes they were tardy. I like to do zero just  

so I can see if they were even a second late.  I can do by 1, 5, 10, or 20 minutes as well though. 
so I can see if they were even a second late.  I can do by 1, 5, 10, or 20 minutes as well though. 

I'm going to go ahead and run this report. I can see which team member and how many times they were tardy. 
I'm going to go ahead and run this report. I can see which team member and how many times they were tardy. 

And if I press this arrow, it'll drop down and tell me exactly which days they were tardy,  
And if I press this arrow, it'll drop down and tell me exactly which days they were tardy,  

when the shift was supposed to start versus  when they clocked in, and then that difference.  
when the shift was supposed to start versus  when they clocked in, and then that difference.  

So I have all this information here.
So I have all this information here.

And if you ever need any help or assistance,  never hesitate to reach out to us.
And if you ever need any help or assistance,  never hesitate to reach out to us.

We are here five days a week, Monday through Friday, 7 a.m. to 7 p.m. Mountain time. 
We are here five days a week, Monday through Friday, 7 a.m. to 7 p.m. Mountain time. 

Chat with us in the bottom left hand  corner of your TSheets desktop screen.  
Chat with us in the bottom left hand  corner of your TSheets desktop screen.  

Or, you can also go to your help docs in the top  right hand corner, click on that question mark,  
Or, you can also go to your help docs in the top  right hand corner, click on that question mark,  

and go to "Product Help," and you can search for  anything that you need help-related wise here.  
and go to "Product Help," and you can search for  anything that you need help-related wise here.  

You can also chat from here in  the bottom right hand corner,  
You can also chat from here in  the bottom right hand corner,  

or post a question to the community and get your  questions answered by our community team.
or post a question to the community and get your  questions answered by our community team.

And that is the end of the training for today.  Today is a great day to start building out  
And that is the end of the training for today.  Today is a great day to start building out  

those shifts for your team. If you have any other  questions that come up, always feel free to reach  
those shifts for your team. If you have any other  questions that come up, always feel free to reach  

out to our amazing customer experience team. We will be happy to answer any questions that you have. 
out to our amazing customer experience team. We will be happy to answer any questions that you have. 

I hope you have a wonderful rest of  your day and we will chat with you soon.
I hope you have a wonderful rest of  your day and we will chat with you soon.