Glossary of eSchedule Terminology

We want to ensure we’re speaking the same language as you – this page will list any terms we feel aren’t necessarily clear!

The physical place that you are creating the eSchedule(s) for; these could be Stores, Clinics, Buildings, etc.

The online schedule that displays employee shifts for a specific workgroup at a location; this could be Front of House, Back of House, Departments, Groups etc.

The employment title an individual is given that dictates the tasks they will perform in the organization.

Role (User Type)
Determines the functions your account has access to and what tasks you can perform.


All administrative options are available, access to edit all employees and locations, can assign location(s) to anyone below, and cannot be scheduled.

District Manager

Access to any functions that fall within the location(s) they are assigned to, can assign scheduling managers/employees to these same locations, and cannot be scheduled.

Scheduling Manager

Access to view employees/requests at their location(s), ability to edit schedule at their location(s), no assignment functions, and can be scheduled.


Access to view shift calendar at their location(s), submit requests and can be scheduled.

The position(s) a user is given and the location(s) they are then associated with. Depending on their role (user type), they will have access to different features.

A model that allows the user to outline their optimal shift coverage by selecting a position, day/time for the shift and a skill-level.

Skill Level
Identifies the ability that is required to work a given shift. If an employee meets all other conditions, a higher skill-level will take precedence over a lower skill-level when scheduling.
  • Shift Skill-Level: Junior (1-3), Skilled (4-7), Expert (8-10)
  • Employee Skill-Level: Can range from 1-10 and will match the shift skill-level accordingly

Qualified Employee
A shift for Position X with Skill Level Y at Location Z can be assigned to an Employee with X-Y-Z.
  • Employee has a Position Assignment (X) that matches the shift to be worked
  • Employee has a Skill-Level (Y) that meets or is greater than that of the shift*
  • Employee is assigned to the Location (Z) the shift is at
  • *Condition is only met when generating a new schedule from a template, otherwise irrelevant

Available Employee
The conditions that must be met in order for an employee to be free from scheduling conflicts.
  • Employee is not working another shift at a different location
  • Employee does not have time-off requested
  • Employee’s availability is open for the shift day
  • Employee’s daily and weekly total hours does not exceed the maximum for a location
  • Employee’s weekly total hours does not exceed the maximum hours/week set in their profile

Open Shift
A shift that is assigned a position and time slot, but left unfilled by an employee; staff can then choose if they want to work this shift or not, assuming they are qualified and available.