Availability and time off
You create the shifts and set their times. Your staff then mark each shift in one of four colors: Really Want, Available, Reluctant or Cannot Work. They also set the fewest, the most and their ideal number of shifts a week. Students update it when their class schedule changes, and it applies to every schedule you build after that.
Filled first. Each person gets two a week, so it means something.
The normal pool. Once someone reaches their Preferred number, their extra Available shifts are treated like Reluctant.
Only used after the Really Want and Available people are used up.
Never scheduled. Auto Schedule treats it as a hard rule.
Your employee also sets how many shifts they want a week:
What Auto Schedule does with it: it never goes past their Maximum, and it brings everyone up toward their Preferred number before anyone gets extra. The Minimum helps it spot who is running short.
Time off works differently. A time-off request is a request, not a decision. It shows up for you as pending and does not remove anyone from the schedule until you approve it.
You approve or reject from your phone or your computer, and the employee is notified either way. Once approved, that time off is a hard block: auto-schedule will never put the person on that shift.
Requests go to your manager for approval. Approved days are marked on the schedule and left out when it is auto-generated.
No upcoming time off
No pending approval requests
Maya has class Monday and Wednesday until 2pm. She marks those lunch shifts Cannot Work once in the app. When she asks for Saturday the 14th off, you see it as pending, approve it in one tap, and she is never scheduled on either.
The rules you set
You set these once, and Auto Schedule follows them every week. Everything here is a real setting in the app, under the same name.
- Approved Roles
- Who can work which role. Auto Schedule only places people in roles they are approved for, and only they are offered that role’s open shifts. People approved for more than one role can fill in for either.
- In a restaurant: Server, Host, Bartender, Line Cook
- Shift Count
- How many people each role needs on each shift, day by day. This is what Auto Schedule fills.
- In a restaurant: Two servers at lunch, four for Friday dinner
- Desired Shift Range
- Each person’s Minimum, Preferred and Maximum shifts a week. Staff set it and you can change it. Auto Schedule never goes past the Maximum and aims for the Preferred.
- In a restaurant: A student at 2 / 3 / 4 shifts
- Weekly hours and overtime
- Maximum Weekly Normal Hours (40 unless you change it), plus overtime only for the people you allow. After it fills, Auto Schedule fixes anyone over the cap by swapping a shift, handing it to someone else or leaving it open for you.
- In a restaurant: 40 regular hours, overtime only for your kitchen leads
- Minimum rest between shifts
- Turn on “Require a minimum rest period between shifts” and set the hours. Auto Schedule won’t give anyone less rest than that between two shifts.
- In a restaurant: 10 hours, so nobody closes at midnight and opens at 8am
- Double shifts
- Turn off “Allow scheduling of double shifts” and Auto Schedule gives nobody two shifts on the same day. You can still add one by hand.
- In a restaurant: Off, unless your servers like doubles
- Freeze and Lock
- Freeze keeps a shift exactly where it is when you build. Lock saves someone’s pattern and repeats it every week.
- In a restaurant: Your Friday closing manager
- Performance Rating
- One to five stars per person. With Star Rating Influence and Flex Influence you choose how much rating and flexibility count when two people could take the same shift.
- In a restaurant: Your strongest closers win close calls more often, not always
- Pairing Rules
- Keep two people apart or schedule them together. A “Never” rule is never broken.
- In a restaurant: Keep two trainees off the same shift
- Hour Budget Management
- A weekly hour budget. Turn on the cap and, after each Auto Schedule, the lowest-priority roles are trimmed one shift at a time until the week fits.
- In a restaurant: Weekly hours, trimmed from your lowest-priority role first
| Setting | What it does | In a restaurant |
|---|---|---|
| Approved Roles | Who can work which role. Auto Schedule only places people in roles they are approved for, and only they are offered that role’s open shifts. People approved for more than one role can fill in for either. | Server, Host, Bartender, Line Cook |
| Shift Count | How many people each role needs on each shift, day by day. This is what Auto Schedule fills. | Two servers at lunch, four for Friday dinner |
| Desired Shift Range | Each person’s Minimum, Preferred and Maximum shifts a week. Staff set it and you can change it. Auto Schedule never goes past the Maximum and aims for the Preferred. | A student at 2 / 3 / 4 shifts |
| Weekly hours and overtime | Maximum Weekly Normal Hours (40 unless you change it), plus overtime only for the people you allow. After it fills, Auto Schedule fixes anyone over the cap by swapping a shift, handing it to someone else or leaving it open for you. | 40 regular hours, overtime only for your kitchen leads |
| Minimum rest between shifts | Turn on “Require a minimum rest period between shifts” and set the hours. Auto Schedule won’t give anyone less rest than that between two shifts. | 10 hours, so nobody closes at midnight and opens at 8am |
| Double shifts | Turn off “Allow scheduling of double shifts” and Auto Schedule gives nobody two shifts on the same day. You can still add one by hand. | Off, unless your servers like doubles |
| Freeze and Lock | Freeze keeps a shift exactly where it is when you build. Lock saves someone’s pattern and repeats it every week. | Your Friday closing manager |
| Performance Rating | One to five stars per person. With Star Rating Influence and Flex Influence you choose how much rating and flexibility count when two people could take the same shift. | Your strongest closers win close calls more often, not always |
| Pairing Rules | Keep two people apart or schedule them together. A “Never” rule is never broken. | Keep two trainees off the same shift |
| Hour Budget Management | A weekly hour budget. Turn on the cap and, after each Auto Schedule, the lowest-priority roles are trimmed one shift at a time until the week fits. | Weekly hours, trimmed from your lowest-priority role first |
Building the week
- 1.Before you build, freeze any shift you want to keep exactly as it is. Auto Schedule keeps frozen shifts and builds everything else around them.
- 2.When you press Auto Schedule, ShiftLogic fills each shift from the people approved for that role. It never places anyone on a shift they marked Cannot Work, on a day they have approved time off, or past their Maximum Shifts. It fills Really Want first, then Available, then Reluctant, starts with the hardest shifts to fill, and brings everyone toward their Preferred number before anyone gets extra. Turn on the rest rule or switch off double shifts and it follows those too.
- 3.The result is a draft. Weekly hours are checked after the fill, and anything worth a second look is flagged on the grid. Press Auto Schedule again for a different good week, change anything by hand, and nothing reaches your team until you publish.
You freeze your two shift leads on Friday and Saturday night, then press Auto Schedule. The rest of the week fills in: Maya stays off her Cannot Work lunches, nobody goes past their Maximum Shifts, and with the rest rule on, nobody who closes Friday opens Saturday. You swap two host shifts by hand and publish.
How to explain it to your staff
Your team will ask how the schedule gets made. Here’s the honest answer, in words you can use at your next team meeting.
- 1.The restaurant’s needs come first.These are hard rules, never broken. Nobody is put on a day they said they can’t work, on approved time off, in a role they aren’t approved for, or past their most shifts. People who must never share a shift are kept apart, and if the manager turns it on, everyone gets enough rest between shifts. If a shift can’t be filled without breaking a rule, it stays open and the manager sees why.
- 2.Then it balances everyone’s preferences.Inside those rules there are more ways to build the week than anyone could check by hand. ShiftWerx fills Really Want days first and Reluctant days last, and everyone gets a fair share toward the number of shifts they want before anyone gets extras.
- 3.Everyone rolls the dice.When more people want a shift than it needs, there’s a random draw. Nobody owns Friday night. Everyone has a real shot at the shift they really want, and at avoiding the one they really don’t.
- 4.Two things tilt the odds.Do a great job, and be available when the restaurant needs you. A higher star rating adds a point or two to your roll. So does opening your availability, especially on the shifts that are hard to fill (that’s your FlexScore). It’s a better chance, not a guarantee. Only managers see star ratings, and they don’t have to share them. Managers also choose how much each one counts, or turn it off.
It rewards the people who show up and help, not the ones who complain the loudest. In most places the hard-to-fill shifts quietly land on the same few people until they burn out. Here, being there when the restaurant needs you is what gets you the schedule you want.
More and more schedulers say AI builds the week. Ask why it gave someone Friday night and the honest answer is “we don’t know.” It might be fair. It might not. ShiftWerx follows rules you can read, and you can explain every one of them to your team.
- Press Auto Schedule again and you get another good week to choose from.
- Freeze the part you love, press again, and it builds around it. Repeat until it’s exactly what your team needs.
- Lock the people who work a set schedule, and their shifts stay put every week.
“The restaurant’s needs come first. After that, everyone gets a fair shot at the shifts they want. Do great work and be here when we’re busy, and your odds get better.”
Call-outs and swaps
- 1.When someone calls out, you log it on their shift in the Master Schedule and tick “Find coverage now.” ShiftWerx posts a ShiftCoin bounty on the ShiftMarket instead of a group text. Staff can also hand off their own shifts: give one away, sell it, or pay a teammate to take it.
- 2.Only people who can take the shift are offered it: they need the role for it, can’t already be working that time slot, and the pickup has to keep them inside their weekly hours unless you allow overtime. Everyone else never sees it.
- 3.The first person to claim it gets the shift and the bonus, and you’re notified right away. Staff-to-staff hand-offs can be set to wait for your approval first.
Your sauté cook calls out for the 5pm shift. You log it and tick Find coverage now. Every cook with the sauté role who won’t go over their weekly hours gets a ShiftCoin bounty on their phone. Sarah claims it first, you get a notification, and she has it on her phone before the rush.
Updates and other locations
Menu changes, new specials and policy updates go out through ShiftMessage. Mark an update as required and it stays in front of each person until they acknowledge it, and you can see who has and hasn’t. Kitchens run in more than one language, so every person uses their preferred language: you write in English, and your cook reads it in Spanish, Tagalog or any of the 24 supported.
If you run more than one location, ShiftLeague lets you borrow a trusted cook or server from another location. You see immediately if they are already scheduled somewhere else, so nobody is double-booked.
Under the hood
How each part of ShiftWerx works for you, in plain words.
Think of it as the schedule you would build yourself if you had all day and knew everyone’s week by heart. ShiftLogic just gets you there in seconds. Not an AI black box. You stay in control.
- –Lock the regulars whose shifts never change. Locked patterns repeat every week.
- –Freeze anything that is already right. Frozen shifts stay put.
- –Press Auto Schedule. The whole week fills in seconds.
- –Not quite right? Press it again for a different good week, as many times as you like.
- –Change anything by hand, then publish. Nothing reaches your team until you do.
- –Never puts anyone on a Cannot Work shift or approved time off
- –Gives people their Really Want shifts first
- –Brings everyone toward the number of shifts they asked for
- –Lets your best people win close calls more often
- –Rewards the team players who open up their availability
- –Fills the hardest shifts first, while there are still people for them
- –Keeps your rest and double-shift rules, and fixes anyone over their weekly hours
- You set how much it leans.
- Star Rating Influence and Flex Influence decide how much ratings and flexibility count when two people could take the same shift.
A structured exchange for open shifts and trades, so coverage doesn’t depend on who happens to see a text.
- Who can claim.
- People with the role for the shift who aren’t already working that time slot and stay inside their weekly hours, unless you allow overtime.
- ShiftCoin bounties.
- Post a ShiftCoin bounty on a shift you need covered. The first person to claim it gets the shift and the coins.
- Hand-offs.
- Staff can give a shift away, sell it, or pay a teammate ShiftCoin to take it.
- Approval.
- Turn on “Require Manager Approval for Sales” and staff-to-staff hand-offs wait for you. A hand-off that would put someone into overtime always does.
- ShiftMarket Chat.
- One chat for the whole market, visible to managers and owners.
- History.
- Every trade and pickup is logged: who, what and when.
Work-only communication for updates, policies and training.
- Required reads.
- An update stays in front of each person until they acknowledge it, and you can see who has and hasn’t.
- Training.
- Send training content with the same acknowledgment.
- Read incentives.
- Optionally add ShiftCoin to the updates that matter most.
- Their language.
- Every person uses their preferred language (24 are supported) and the whole app follows. You write in yours, and every message arrives translated into theirs.
- Work only.
- No staff-to-staff side messaging, and managers keep visibility of the record.
A shared labor network across your locations, or with partner businesses that also use ShiftWerx.
- Live conflict checks.
- You see immediately if someone is already scheduled somewhere else before you assign them.
- Cross-business staffing.
- Borrow trusted staff when you are short and another location has capacity.
The mobile app
ShiftWerx is on the App Store and Google Play.
- For staff.
- See the schedule, set availability, request time off and pick up open shifts.
- For managers.
- Approve requests and shift claims from anywhere.
Getting set up
You don’t have to enter everyone by hand. Send us your current schedule and roster (a spreadsheet export, a PDF or a photo of the paper schedule) with Rapid Start, and our team sets up your staff, availability and roles. Then invite your team to the app and build your first week. Every plan starts with 30 days free, with no long-term contract.
Questions
Can part-timers set different availability each semester?
Yes. Staff update their recurring availability in the app whenever it changes, and the next schedule uses it.
Does a time-off request block the schedule right away?
No. It waits as a pending request until you approve it. Once approved, auto-schedule will not schedule that person then.
Can I stop clopenings?
Yes. Set the minimum rest you require between shifts, and auto-schedule never breaks it.
Can I keep my regulars on the same shifts?
Yes. Freeze any shift before you press auto-schedule and it builds around it.
Comparing tools? ShiftWerx vs 7shifts · ShiftWerx vs HotSchedules · ShiftWerx vs Toast Scheduling
