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Plan shifts, review recorded time, and manage absences. Assign property work separately in Tasks.

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Before you start

Add team members and departments and review their permissions. Managers need the relevant scheduling and approval access. A worker’s own view may contain only their shifts and assigned work.
Enable shifts for a team member in Trellis
Open a member’s profile and enable shifts when they should appear in the schedule. Membership alone does not mean they have a working schedule. For a new teammate, review the recurring-shift or No shift requirement choice during invitation.

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Main areas

  • Schedule: plan working hours by person, department, and date.
  • Approvals: review recorded time that needs a decision.
  • Absences: request and review time away.
  • Shifts: inspect recorded days and their related work.
  • Team: maintain people, departments, and their setup.

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Plan the schedule

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Create and change a shift

Create a shift in Trellis
Open Workforce > Schedule, find the person and date, and create a shift with its start and end time. Save it and confirm it appears in the intended cell.
Edit, move, or delete a shift in Trellis
Open a shift to change its hours, or use the schedule controls to move it to another date. Remove a shift only when that work period is no longer planned. Check the person and date after changing it.

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Review coverage

Read the department schedule in Trellis
Expand a department to see its members and planned hours. Compare coverage with the work scheduled in Tasks. A shift shows availability; it does not by itself assign property work to that person.
Change the view, filter, and export in Trellis
Choose a day, week, 15-day, or month view and filter by department or person. Use the action menu for a manual entry or CSV export when needed. Check the date range and filters before relying on an export.

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Repeat a working week

Repeat a weekly schedule in Trellis
Select Repeat week, choose the people or departments to copy, and select the destination weeks. Review the copied schedule for holidays and other exceptions.

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Review recorded time

Compare planned and recorded hours in Trellis
Compare the planned shift with actual clock-in and clock-out records. Field workers record their time in the mobile app. Use the actual entries when reviewing what happened, and investigate a missing or implausible entry before treating it as worked time.
Approve recorded working time in Trellis
Open Approvals, select the entry, and compare it with the planned shift. Review differences such as overtime, then approve or reject as appropriate.

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Manage absences

Request an absence in Trellis
Open Absences to request time away. Select the person, dates, full-day or partial-day timing, absence type, and reason where required. Submit the request for review.
Review an absence request in Trellis
Open the pending request, check its details and the team’s coverage, then approve or reject it. A submitted request is not yet an approved absence.
Check absences in the schedule in Trellis
Return to Schedule and check the absence marker. Approved absence time prevents adding a new shift over the unavailable period. Review any affected task assignments separately so the work still has an available person.

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Inspect a worker’s day

Inspect a worker’s shift history in Trellis
Open Shifts to review the recorded day and related completed tasks. Use it to connect attendance with the operational record, then open individual tasks when you need to inspect photos, notes, or completion details.

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Use Schedule on mobile

In the mobile app, open More > Schedule. Use Me to review your personal shifts and manage your own absence requests. Select Request Absence to add time away, or select an existing request to edit or delete it. Admins and managers can switch to Team to review and manage team shifts. Visits remain available from the separate Visits destination.

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Set up a vendor

1

Open Vendors

Go to Settings > Team & Permissions, then open Vendors.
2

Add the vendor

Enter the vendor name and the contact who should manage the vendor workspace.
3

Choose their work

Select the properties and task types the vendor should see. Use default assignment only when the vendor should receive that work automatically.
4

Confirm access

After the vendor accepts the invitation, ask them to sign in and confirm that the right properties and tasks are visible.
If the contact already manages a vendor workspace, Trellis can link that workspace instead of creating another one.
Trellis Vendors page with sample cleaning and maintenance vendors

Open a vendor to review its invitation, properties, and task types.

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Common problems

Review their role and workforce permissions. Some areas are restricted to managers or people with approval access.
Open their profile and check whether shifts are enabled. Then clear the schedule’s person and department filters.
Check their shift setup, active workspace, and any clock-in or device-location requirements configured for your operation.
Check that the department exists and contains the intended people, then review schedule filters.
Open Settings > Team & Permissions > Vendors, check the contact email, and use Resend invite when available. Review the assigned properties and task types as well.