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Start drafting schedules on WednesdaysFinalized and send schedules on FridaysMake sure that all missed hours from the previous week are scheduledMake sure that all schedule requests from the clients are being followed Always check if there are approved leaves for the team members and plot them in the schedule If the schedule is still on draft, name the file as “Draft - Team P and T Schedule [Date] - [Date]”Remove the draft sign once we move on the that week. Time/Day - Time in ESTTeam Member - Name of AssistantAccounts - Client’s name/Company nameTasks - Admin SupportDuration/Day - total duration in minutes
Always check the for any changes in the hours and missed hours. Once you schedule any missed hours, always update the hours in the account trackerAlways schedule missed hours in the morning or in the afternoon depending on the availability of the team member. 
Also, in the account tracker, always check Date and Time and Additional Scheduling Notes - The client relations team are always updating those columns if there are pauses, or any specific requests from the client.The same process applies when you will schedule complimentary hours. Keep in mind the preferred schedule of the client if there is and always include their timezone if not in ESTReassignments/assignmentsSchedule change requestsAbsencesPerformance reviewsTrainingsHouse Accounts (Onboarding/Account Briefing)
Drafting Team Schedules
IMPORTANT NOTES:
Description:
Make a copy of the current week schedule to start your draft for next week’s schedule
Make sure that the dates are correct (Always update the date in Daisy’s rows then press Enter as there is a formula that automatically changes all dates for the rest of the tabs)
ACCOUNT TRACKER
Edit schedules in raw tab 👇
Ensure that the time zone is correct - use this website to cross-check EST to other timezones.
Checklist:
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