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Getting Started with Expressway Scheduling

Updated this week

Welcome to Expressway Scheduling! If you’re just getting started, this guide will walk you through everything you need to set up your store and build your first schedule. Let’s make scheduling simpler, faster, and a whole lot smarter.


Step 1: Check Your Employee Info

Before you can build a schedule, you’ll need to make sure your employee data is clean and ready.

  • Go to the Staff module. Your team’s info pulls directly from your POS (Micros or Infor).

  • Make sure employees are marked “active.” Inactive employees won’t show up when you try to schedule.

  • Check emails. Employees need a valid email in the POS to get access to view their schedule or request time off.

  • Want them to log in? Once their email is in place, click “Add User Account” to send their invite.

💡 Pro tip: If you don’t want certain users to see job pay rates or edit schedules, just send us a note and we’ll adjust their permissions.


Step 2: Review Your Settings

Click the gear icon from anywhere in the Scheduling app to open Settings. Here’s what to check:

General

  • Set the start day of your schedule (Sunday, Monday, etc.)

  • Choose your default shift length (so new shifts autofill with a standard duration)

Alerts

Add helpful guardrails while building the schedule:

  • Weekly hour limits (to help prevent overtime)

  • Daily hour limits

  • Minimum hours between shifts

  • Availability conflicts (you’ll get alerted if someone is scheduled during their unavailable time)

These alerts won’t block you from publishing—they’re just heads-ups.

Overtime Settings

Helps estimate cost more accurately as you schedule.

  • Configure weekly and daily overtime rules based on your local labor laws.

Breaks

  • Add unpaid breaks so they’re reflected in shift costs.

  • Set duration and approximate start time (this is just for scheduling—not enforcement).

Time Off & Shift Trades

  • Toggle on time off requests and set rules like how far in advance they must be submitted.

  • Enable shift trades and covers so employees can swap shifts in the mobile app.

  • Add blackout dates for busy days like holidays or special promotions.

Schedule Approval Workflow (Optional)

  • Turn this on if you want managers to submit the schedule for supervisor approval before it’s published.

  • You can also set reminders (e.g., “submit by Wednesday at 10 PM”).


Step 3: Build Your First Schedule

Head over to the Shifts module to get started.

Choose Your View:

  • Day view: Build shifts one day at a time.

  • Week view: See the full schedule and copy shifts between days.

  • List view: Roster-style layout (great for printing).

Add a Shift:

Click on the grid where you want a shift to start, and fill in:

  • Employee

  • Job

  • Start & end time

  • (Optional) Add a break or repeat the shift on other days

Drag & drop to move or adjust shifts. Click to edit or delete.

Use Target Hours to Stay on Track

You’ll see a bar under the schedule showing:

  • Projected sales

  • Available target hours

  • Labor % (optional)

  • Sales per labor hour

These help you stay within your labor targets while scheduling.


Forecasting

Projected sales are pre-filled using a forecast (starting with a 2-week average, moving to a machine learning model soon). You can manually adjust forecasts at the day, daypart, or hourly level.


Publish the Schedule

Once your schedule looks good:

  1. Submit it (if using approval workflow).

  2. Supervisor approves.

  3. Publish. Choose who to notify:

    • Only affected staff (default)

    • All staff

    • No one

📝 Only published shifts show up in the print view and are emailed to employees.


Mobile App Highlights

  • Employees can view their schedule, request time off, and trade shifts (if enabled).

  • Store managers can view requests and edit shifts on the go.

  • More enhancements (like chat, better approval flow, and schedule status tracking) are coming soon.


Need Help?

Still stuck or not sure how something works? Reach out to our support team—we're here to help.

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