Set Up Staff Scheduling and Time-Off Requests

Introduction

Use Series to organize staff coverage, manage availability, and handle time-off requests in one place. This guide explains how to set up schedules, approve time off, and troubleshoot common access or sync issues so your team stays coordinated.

Prerequisites

Before you begin, make sure you have access to your Series workspace and the permissions needed to manage scheduling and time-off settings. You may also need your workspace time zone and Discord integration details if you want schedule updates to sync automatically.

Set up staff scheduling

Create shifts, sessions, or availability blocks for the roles you need covered, then assign them to the right team members. If your team follows a repeating pattern, set recurring times so you do not need to rebuild the schedule each week.

1. Open your workspace scheduling or staff management area.
2. Create a new shift, session, or availability block.
3. Select the role, date, start time, and end time.
4. Assign staff members to the schedule.
5. Set the schedule to repeat if needed.
6. Save the plan so staff can view upcoming coverage in one place.

Manage time-off requests

Use the time-off section to submit, review, and approve requests based on your staffing needs. Keeping requests in the same workspace as your schedule helps you avoid coverage gaps and makes approvals easier to track.

1. Go to the time-off section in Series.
2. Review the submitted request or create a new one if you are submitting on behalf of a team member.
3. Check the requested dates against your current staffing coverage.
4. Approve or decline the request based on team needs.
5. Confirm the request is reflected in the schedule if your workflow uses automatic updates.

Troubleshooting

A member cannot see their schedule or submit time off

Check that the member has the correct role permissions for scheduling and time-off access. If permissions are correct, confirm the member is assigned to the workspace and that the schedule has been saved and published.

Schedule times appear incorrect

Verify that your workspace time zone is set correctly. An incorrect time zone can cause shifts, sessions, and reminders to display at the wrong time for staff.

Discord updates are not syncing

Confirm that the Discord integration is connected and that notifications are enabled for schedule changes. If updates still do not appear, reconnect the integration and test a new schedule change.

Best practices

• Keep schedules updated in one central workspace to reduce manual coordination.
• Use recurring shifts for regular coverage to save time.
• Review time-off requests early to avoid staffing gaps.
• Double-check permissions whenever a staff member reports access issues.

Next steps

After your schedule is live, continue reviewing attendance, availability, and staff performance in Series to keep operations organized. If you need more help, contact support or review related articles for workspace permissions, integrations, and staff management.