thread Re:FeesLive Q&A: Ask us anything about Team Management & Scheduling! in Archived Discussions (Read Only)

Live Q&A: Ask us anything about Team Management & Scheduling!

Tom — Mon, 15 Jul 2024 20:18:22 GMT

On January 28th, we hosted a Square Team Management & Scheduling Live Q&A!

@seiderman is the product manager on Square Team Management, focused specifically on scheduling, timecards, and the Square Team app. Having worked at Square for 6+ years, he’s experienced in working directly with sellers on how they can use Square to improve their team operations. While passionate about all things Square and Team Management, he still finds time to indulge in other hobbies including video games, working out, and playing with his 7yr old cocker spaniel / lab mix dog.

A few example questions:

How can I use shift scheduling to improve my labor cost margins?
How can I share the schedule out with my team?
Is there a way to test out the paid scheduling features?

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

MtnHigh — Wed, 13 Jan 2021 02:17:13 GMT

I have 1 suggestion and 1 question. It would be nice to be able to select which days the employee's are not available to work and have those days automatically blocked out. And is it possible to print the schedule? I would like to be able to post it. Thank you for the great addition to the service.

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

wolfangs23 — Thu, 14 Jan 2021 16:52:14 GMT

Is there a way to have different service (item) time lengths for different team members? ie. one barber can do a men's hair cut every 20 mins while another need 30 mins per cut. and also how do you indicate which days each different member is working?

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

DeepBrewingCo — Thu, 14 Jan 2021 21:28:05 GMT

Here are my requests

1. Ability to drag and drop shifts

2. Ability to see notes on the weekly shift screen

3. Ability to see a month at a time

4. Ability to set a typical schedule to copy without assigning employees

5. Ability to edit/publish the schedule without notifying everyone and only notifying the folks with changes

6. Ability to click into a shift and edit the person assigned instead of deleting that shift and recreating it with the new person

7. Do not refresh back to the top of the page upon each save - instead stay where you are

8. Ability to copy entire month

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

TwoDog — Thu, 14 Jan 2021 23:54:16 GMT

Hello! Thank you for adding this feature! I would love for employees to be able to jump forward and request certain days off. Since not everyone has set schedules, and some employees availability changes weekly. Form what I have seen that currently is not a option. Also a print option would be great as well.

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

HairByBobby — Sat, 16 Jan 2021 06:19:46 GMT

I would love to be able to print out my daily scheduled. I make notes on it to keep, formulas and random things. I only print out the one page so I have somewhere to take the notes and QUICKLY see my schedule when working. Especially when doing color. I don't want to touch my phone. Plus I don't have time to open my phone, computer or tablet to see my schedule. Quick glance and all is known.

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

Boyd — Tue, 19 Jan 2021 12:10:29 GMT

This is good news and decent new development. Like some below, people who are on holiday or long term sick, being able to put these in easily. If someone is sick, being able to record it as sick day. Clocking in and clocking out, can it be selected by employee only using their phones, rather than switching on for the entire workforce, only selecting those who need to have it?

Like one of the requests below, if you need to publish, can it be selected that it only goes out to either all, the ones being affected or none as a choice?

Requesting days off or a swap of shift?

Thank you

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

pessosices — Tue, 19 Jan 2021 15:43:15 GMT

Thanks @Tom

Hey @seiderman - thanks for hopping on here for this!

What are the benefits of using Square Scheduling over a more makeshift or traditional paper/spreadsheet scheduling system?

Making the switch over could be a bit daunting for some sellers, but could definitely be worth it if the benefits are overwhelming.

Thanks!
Pesso

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

NinthStreet — Tue, 19 Jan 2021 16:06:02 GMT

Agreed on Drag and Drop shifts! Especially when I have open shifts.

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

NinthStreet — Tue, 19 Jan 2021 16:11:37 GMT

Couple things I'd love to see (in no specific priority):

Drag and drop shifts
Push only to employees who's schedule was effected
Ability to see full daily schedule within Sqaure Team App (especially for the manager)
Ability to print daily Schedule with notes for specific shifts
Monthly view
Able to schedule shifts by time view vs employee view. Would be nice to see the holes in the daily schedule.
Ability for team members to select/submit days requested for time off or unavailable within the Sqaure team App

Thanks. We've really enjoyed using this feature so far and looking forward to the improvements ahead.

- Derek

NinthStreetmpls.com

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

PhotosByOrion — Tue, 19 Jan 2021 18:37:06 GMT

I have been trying to find the information about pricing and what features are included for that pricing as it seems you have a couple different levels. Where can I get that information?

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

Pj59 — Tue, 19 Jan 2021 20:09:55 GMT

How to schedule my staff

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

Jlmcneff — Wed, 20 Jan 2021 01:28:30 GMT

We need the capability for each of our department managers to schedule their own staff without interfering with another department. For example, the scheding app we currently use will not allow a manager to publish just their own department schedule ...it publishes all department schedules even if other managers are still working on editing

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

shortststackeat — Wed, 20 Jan 2021 01:52:26 GMT

Requests:

-the ability to have more than 1 schedule. (I need the ability to have a schedule for FOH and a separate one for the Kitchen staff)

-The ability to print the schedule

-The ability to allow employees to request off

-The ability to be able to choose when to notify staff about changes (they don't need to receive all changes)

-The ability for there to be a spot to add notes beyond just the time from a staff member is available in the availability feature

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

Transport4all — Wed, 20 Jan 2021 16:40:08 GMT

Is the scheduling tool dynamic from day today - can we build the daily schedule for our drives in the late afternoon for the next day - and modify it if needed before they start their shift?

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

Transport4all — Wed, 20 Jan 2021 16:41:52 GMT

Can the employee hours be exported so we can load into our payroll company processing system (Paychex)?

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

Brian90 — Wed, 20 Jan 2021 17:14:38 GMT

Are we able to have multiple jobs for one employee?
I’d love for employees to be able to swap shifts with management approval.
Is messaging within the scheduling possible?

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

Jacks143 — Thu, 21 Jan 2021 18:59:08 GMT

Thanks for working on this side of square! I am currently using another platform and really want to switch but there are some glitches I just can't handle.

- I need to be able to schedule employees without having to go in and select all available days, my employees request time off if they need something specific, otherwise, they are assumed available.

- Create groups of employees to schedule as they may have different schedules for different jobs.

- When scheduling a shift for a particular day it defaults to add it to the previous day as well? Will not allow me to deselect previous day.

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

WandasCafe — Thu, 21 Jan 2021 20:44:58 GMT

1. Would it be possible to move job categories instead of them only appearing alphabetically?

I need to see the cooks and prep team schedule at the same time and had to relabel them Kitchen Cook and Kitchen Prep so that they show up alphabetically without me having to scroll up and down so far.

2. Could the color assigned to a team member stay with them and not require me to change the color when adding shifts?

The colors help with quick glances to know that green is kitchen staff, purple is bakery, etc.

3. Could you add a column on the left or right to show total hours scheduled for each employee and possibly their hourly rate?

When filling out the week it is important to know how many hours are being scheduled. Currently we have to add them manually to be sure they are not going into overtime, to be sure hours are being spread equitably, manage labor costs at a glance, etc. It was a feature we found very useful when we used Deputy for scheduling.

4. Can you add a drop and drag feature so that we don't have to start from scratch to fill a shift if someone is adding an additional day, etc?

5. Could the PUBLISH button say PUBLISHED after the schedule is actually published preventing uncertainty and repeated publishing because there is no real confirmation that it was published on the scheduling screen?

6. Could we have the ability to click on a shift and edit the person assigned instead of having to delete that shift and recreate it with the new person?

Re: Live Q&A: Ask us anything about Team Management & Scheduling!

Nu2uagain — Fri, 22 Jan 2021 01:38:55 GMT

We are a nonprofit resale shop who's mission is employing students and adult with disabilities. Some do not have smart phones nor are they able to access the information on a computer. Would love to be able to print out the shift schedule and to be able to display it by month, by person, by time of day, or some combination. It would also be helpful if you stayed in the same spot when you publish the schedule (always defaults back up to the top). Thank you for your help!