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Scheduling employees used to mean messy spreadsheets, last-minute phone calls, and no-shows. Modern scheduling software automates the chaos—but with so many options and features, it's hard to know where to start.
We've answered the most common questions from managers and business owners. For platform comparisons, see our Best Employee Scheduling Software Guide.
📚 Scheduling Basics
Employee scheduling software helps managers create, publish, and manage work schedules. It replaces paper schedules and group texts with automated tools.
Core features:
- Drag-and-drop scheduling: Visual calendar for assigning shifts
- Employee availability: Track when employees can and can't work
- Shift templates: Save recurring schedules (e.g., "Monday lunch shift")
- Mobile app: Employees view schedules, request time off, swap shifts
- Time-off management: PTO requests and approval workflows
- Shift reminders: Automatic text/email notifications before shift starts
- Labor cost forecasting: See projected payroll costs before publishing schedule
- Overtime alerts: Warnings when scheduling conflicts or OT occur
Popular platforms: When I Work, Deputy, 7shifts, Homebase, Connecteam, Shiftboard
Employee scheduling software typically costs $2-8 per user per month, though some platforms charge flat rates:
Budget options:
- Homebase: Free for basic scheduling (up to 20 employees), $20/month for time tracking
- When I Work: $2.50/user/month (scheduling + messaging)
- Connecteam: Free for up to 10 users, $29/month for 30 users
Mid-range options:
- Deputy: $4.50/user/month (scheduling + time tracking + compliance)
- 7shifts: $29.99-69.99/month flat rate (unlimited users, restaurant-focused)
- Sling: $1.70-4.40/user/month
Advanced options:
- Shiftboard: Custom pricing (enterprise workforce management)
- HotSchedules (Fourth): Custom pricing (restaurant/hospitality)
What affects pricing: Number of employees, time tracking features, integrations (POS, payroll), advanced reporting, multi-location support
You probably need scheduling software if:
- You have shift workers (retail, restaurants, healthcare, hospitality)
- Schedules change frequently (not the same every week)
- Multiple employees per shift need coordination
- You're spending 5+ hours per week making schedules
- Last-minute call-outs cause scrambling to find coverage
- Employees frequently ask "when do I work next week?"
- You need to track labor costs and prevent overtime
- You operate 24/7 or have complex shift rotations
You can probably skip it if:
- All employees work standard 9-5 schedules
- You have fewer than 10 employees with fixed schedules
- Your current system (Excel, paper) works fine
ROI estimate: Scheduling software typically saves managers 2-5 hours per week and reduces labor costs by 2-5% (better coverage, less overtime).
They're related but serve different purposes:
Scheduling software:
- Before work happens: Creates shift assignments for upcoming week(s)
- Goal: Ensure adequate coverage and control labor costs
- Features: Drag-and-drop shifts, availability tracking, shift swaps
- Examples: When I Work, 7shifts, Homebase
Time tracking software:
- During/after work: Records actual hours worked
- Goal: Accurate payroll and billing
- Features: Clock in/out, timesheets, GPS tracking, payroll integration
- Examples: TSheets, Toggl Track, Clockify
Many platforms do both: Deputy, Homebase, and When I Work combine scheduling + time tracking in one platform. This is ideal for shift workers who need both.
Best practice: Use integrated scheduling + time tracking to compare scheduled vs. actual hours and identify attendance issues.
⚙️ Features & Shift Management
Yes—most scheduling platforms allow employees to request shift swaps via mobile app:
How it works:
- Employee A can't work their Thursday shift
- Opens app and selects "Find Coverage" or "Offer Shift"
- Other employees receive notifications about available shift
- Employee B accepts the shift swap
- Manager receives approval request
- Manager approves or denies the swap
- Schedule updates automatically; both employees notified
Manager controls:
- Require manager approval for all swaps (recommended)
- Allow auto-approval if both employees are qualified
- Set deadlines (e.g., swaps must be requested 24 hours in advance)
- Restrict swaps between certain roles or locations
Benefits: Reduces manager workload, gives employees flexibility, improves shift coverage, prevents no-shows
Availability tracking lets employees set recurring and one-time availability, so you never schedule someone when they can't work:
Types of availability:
- General availability: "I can work Mon/Wed/Fri 9am-5pm every week"
- Preferred hours: "I prefer not to work before 10am"
- Unavailable dates: "I'm out of town March 15-20"
- Blackout dates: "I can never work Sundays"
How managers use it:
- Scheduling software highlights conflicts (red warning: "Employee unavailable!")
- Filter by who's available for a specific shift
- Reduce scheduling errors and last-minute call-outs
Best practice: Have employees update availability monthly (e.g., "submit next month's availability by the 25th")
Yes—scheduling software lets you save shift templates and copy schedules week-to-week:
Shift templates:
- Save frequently used shifts (e.g., "Morning Server Shift: 8am-2pm, Restaurant Floor")
- Drag template onto calendar instead of manually creating each shift
- Update template once; changes apply to all future uses
Copy previous week:
- Copy last week's schedule to next week with one click
- Make minor adjustments (swap employees, adjust hours)
- Publish schedule in minutes instead of hours
Recurring schedules:
- Set up rotating schedules (e.g., 2 weeks on days, 2 weeks on nights)
- Assign employees to recurring shifts that auto-populate
- Great for hospitals, 24/7 operations, call centers
Time saved: Templates reduce scheduling time by 50-70% for businesses with consistent shifts.
Shift reminders automatically send notifications before shifts start to reduce no-shows:
Notification types:
- Schedule published: "Your schedule for next week is ready!"
- Shift reminder: "You have a shift today at 3pm"
- Shift change: "Your Tuesday shift moved to 2pm (was 3pm)"
- Shift swap approved: "Your shift swap was approved"
- Time-off request: "Your PTO request for Friday was approved"
Delivery methods:
- Push notifications (mobile app)
- SMS text messages
Timing customization:
- Send reminders X hours before shift (e.g., 2 hours, 24 hours)
- Set different reminders for different roles or shifts
- Allow employees to customize their own reminder preferences
Result: Shift reminders reduce no-shows by 15-30%.
Yes—most scheduling platforms support multi-location businesses:
Features:
- Location-specific schedules: View/manage schedules per location
- Cross-location scheduling: Assign employees to shifts at different locations
- Location permissions: Managers only see their own location(s)
- Labor cost by location: Track payroll costs separately per site
- Transfer employees: Move staff between locations as needed
Use cases:
- Retail chains: Store managers schedule their own teams
- Restaurants: District managers oversee multiple locations
- Healthcare: Nurses work at multiple clinics
Best for multi-location: Deputy (unlimited locations), When I Work (great for retail chains), 7shifts (restaurant-focused)
Labor cost forecasting shows projected payroll costs as you build schedules, helping you stay on budget:
How it works:
- Software knows each employee's hourly rate
- As you add shifts, it calculates total labor cost
- Displays cost per day, per week, per location, per department
- Compares against budget or sales forecast
- Alerts when you're over budget
Key metrics:
- Labor cost %: Payroll costs as % of revenue (target varies by industry)
- Labor per hour: Payroll cost per operating hour
- Sales per labor hour: Revenue generated per labor dollar
Industry benchmarks:
- Restaurants: 25-35% labor cost
- Retail: 10-20% labor cost
- Healthcare: 40-60% labor cost
Best for labor forecasting: Deputy (detailed analytics), 7shifts (restaurant-specific), HotSchedules (enterprise)
⚖️ Labor Laws & Compliance
Yes—scheduling software tracks complex labor laws and alerts you to violations before publishing schedules:
Federal laws (FLSA):
- Overtime alerts: Warn when scheduling employees over 40 hours/week
- Minor work restrictions: Enforce limits on hours for workers under 18 (e.g., no late-night shifts for minors)
- Meal and rest breaks: Ensure required breaks are scheduled
State-specific rules:
- California: Daily overtime (8+ hours), meal break after 5 hours, rest breaks every 4 hours
- Oregon: Predictive scheduling (7-day advance notice required)
- New York: Spread-of-hours pay (extra pay if shift spans 10+ hours)
Predictive scheduling laws:
- Cities/states require advance notice of schedules (7-14 days)
- Software tracks when schedules were published
- Alerts if making changes too close to shift start
- Affected locations: San Francisco, Seattle, Oregon, New York City, Philadelphia
Best for compliance: Deputy (built-in rules), 7shifts (restaurant laws), Shiftboard (healthcare regulations)
Yes—scheduling platforms provide real-time overtime warnings as you build schedules:
How it works:
- Software tracks total scheduled hours per employee
- When you add a shift that pushes employee over 40 hours, alert appears
- Shows exact overtime amount (e.g., "2.5 OT hours")
- Suggests alternative employees who are under 40 hours
Overtime controls:
- Hard stop: Block manager from scheduling OT (requires manager override)
- Soft warning: Alert but allow scheduling (manager acknowledges)
- Budget-based: Allow OT up to X% of total hours
- Role-based: Different rules for different positions
Overtime monitoring:
- Dashboard shows OT hours by employee, department, location
- Compare scheduled OT vs. actual OT (from time clock data)
- Identify chronic overtime issues (understaffing, poor scheduling)
Cost savings: Overtime prevention typically saves 2-5% of labor costs.
Scheduling software enforces child labor laws by restricting hours and times for employees under 18:
Federal restrictions (FLSA):
- Age 14-15: Max 3 hours/day on school days, 8 hours on non-school days, no work before 7am or after 7pm (9pm in summer)
- Age 16-17: No federal hour limits, but some states restrict night shifts
How software enforces:
- Set employee age/birthdate in profile
- System automatically blocks late-night or early-morning shifts for minors
- Alerts when scheduling too many hours on school days
- Tracks total weekly hours to prevent violations
State-specific rules: Some states (California, New York) have stricter limits—good scheduling software knows state rules and applies them automatically.
Certificates: Some platforms store work permits/certificates for minors (required in many states).
Predictive scheduling laws (also called "fair workweek" laws) require employers to provide advance notice of schedules and compensate employees for last-minute changes.
Common requirements:
- Advance notice: Publish schedules 7-14 days in advance
- Change penalties: Pay extra if you change schedule within X days of shift
- Right to decline: Employees can refuse shifts added at last minute
- Minimum hours: Guarantee minimum hours per shift (e.g., 4-hour minimum)
- Rest between shifts: Minimum 10-11 hours between closing and opening
Where these laws exist:
- San Francisco: 2 weeks advance notice
- Seattle: 2 weeks advance notice (retail/food service)
- Oregon: 7 days advance notice (statewide)
- New York City: 2 weeks advance notice (fast food only)
- Philadelphia: 2 weeks advance notice (retail/hospitality)
How scheduling software helps:
- Tracks when schedules were published
- Alerts if making changes too close to shift start
- Calculates penalty pay owed for last-minute changes
- Sends automatic notifications to employees when schedule changes
📱 Mobile Apps & Integrations
Yes—all modern scheduling platforms have mobile apps (iOS and Android) for employees and managers:
Employee mobile features:
- View current and upcoming schedules
- Request time off
- Offer shifts or pick up available shifts
- Swap shifts with coworkers
- Clock in/out with GPS verification
- Receive shift reminders and schedule updates
- Message coworkers and managers
Manager mobile features:
- Create and edit schedules on the go
- Approve time-off requests and shift swaps
- View labor costs and attendance reports
- Send broadcast messages to team
- Fill open shifts quickly
Why mobile matters: Shift workers are often on their phones, not computers. Mobile-first design improves engagement and reduces "I didn't see the schedule" excuses.
Yes—most scheduling platforms include team messaging features:
Communication features:
- Broadcast messages: Send announcements to entire team ("We're closed for snow day")
- Direct messages: 1-on-1 chat with employees
- Group chats: Department or shift-specific channels
- Shift-specific messaging: Message everyone working a particular shift
- Urgent alerts: "Need someone to cover 2pm shift NOW"
Benefits vs. group texts:
- Don't need employees' personal phone numbers
- Employees can mute notifications when off-duty
- Searchable message history
- Managers can see who read messages
- Professional boundary between work and personal
Best for team communication: When I Work (robust chat), Connecteam (includes file sharing), Homebase (simple messaging)
Yes—scheduling platforms with time tracking integrate with payroll systems:
How it works:
- Employees clock in/out using scheduling app
- Hours tracked and approved by manager
- Time data syncs automatically to payroll
- Payroll processes without manual timesheet entry
Popular integrations:
- Deputy: Integrates with Gusto, ADP, Paychex, QuickBooks
- When I Work: Integrates with Gusto, QuickBooks, Paychex
- Homebase: Integrates with Gusto, QuickBooks, Square Payroll
- 7shifts: Integrates with Gusto, ADP, Toast Payroll
What syncs: Hours worked, overtime, PTO used, tips (for restaurants), job codes/departments
Yes—restaurant and retail scheduling platforms integrate with POS systems to forecast labor needs based on sales:
How it works:
- POS system tracks sales by hour/day
- Scheduling software pulls sales data
- Compares labor hours vs. revenue (labor cost %)
- Suggests optimal staffing levels for forecasted sales
Popular integrations:
- 7shifts: Integrates with Square, Toast, Lightspeed, Clover
- HotSchedules: Integrates with most major restaurant POS systems
- Deputy: Integrates with Square, Shopify (retail)
- Homebase: Integrates with Square, Clover
Benefits:
- Schedule more staff during busy hours, less during slow times
- Reduce labor costs while maintaining service levels
- Track labor cost % in real-time
Choose based on your industry, team size, and must-have features:
By industry:
- Restaurants: 7shifts (built for restaurants, POS integration, tip pooling)
- Retail: When I Work (affordable, great mobile app)
- Healthcare: Shiftboard (handles complex rotations, compliance)
- Hospitality: HotSchedules (enterprise hotel/casino scheduling)
- Small businesses (any industry): Homebase (free tier, simple UI)
By team size:
- 1-20 employees: Homebase (free), Connecteam (affordable)
- 20-100 employees: Deputy, When I Work, 7shifts
- 100+ employees: Shiftboard, HotSchedules, Deputy (enterprise)
Key questions to ask:
- Do I need time tracking or just scheduling?
- Do I have multiple locations?
- What payroll system do I use? (check integration)
- Do I need POS integration for labor forecasting?
- Am I subject to predictive scheduling laws?
Start with free trial: Test with real employees for 2-4 weeks before committing.
Yes—most scheduling platforms offer free trials:
Free trial periods:
- When I Work: 14-day free trial
- Deputy: 31-day free trial
- 7shifts: 14-day free trial
- Homebase: Free forever (basic plan), no trial needed
- Connecteam: Free for up to 10 users, unlimited time
How to test effectively:
- Add all employees to platform (not just a test group)
- Create 2-3 weeks of real schedules
- Have employees use mobile app for at least 1 week
- Test shift swaps, time-off requests, and messaging
- Run reports (labor costs, attendance)
Compare 2-3 platforms side-by-side to see which feels best for your team.
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