How to configure schedule timelines and deadlines

Use this workflow to set mandatory deadlines for forecasting, building, and publishing schedules to ensure consistent operations across your hotel.

Before you begin...

• Requires Edit Hotel Settings permissions.
• Must be logged into the Web Portal.
• Determine your hotel's ideal work week planning cycle (e.g., "We publish on Fridays").

The Steps

1. Hover over the Username Menu in the top right corner and select Settings.
2. Under the Scheduler/myHotelTeam section, click Schedule Settings.
3. Select the specific Hotel from the dropdown menu.
4. Locate the Schedule Timelines section.
5. Enter the number of days before the start of the schedule week for Forecast Approval Due by (e.g., enter "4" for four days prior).
6. Enter the days for Shifts Assigned Due by (Rough Drafts) (e.g., "3" days prior).
7. Enter the days for Schedules Published By (e.g., "2" days prior).
   
8. Optional: Check the Lock Forecast box to prevent edits after the deadline passes.
9. Optional: Check the Require Forecast Approval box to prevent users from adding shifts until the Forecast is approved.
10. Click Save to apply the changes.

The Result

Success: A progress bar with specific due dates and countdowns will appear at the top of the Scheduler Home Page to guide managers.

Troubleshooting

If this fails...

• If the dates on the progress bar look wrong, verify the Time Zone settings in Hotel Details are correct.
• Note: Any changes to timelines will apply to future schedule weeks and will not alter deadlines for a week already in progress.