EDM Merch Scheduling — Manager Guide

Logging In

1. Go to pbcedm.com
2. Enter your GPID and tap Sign In
3. Enter your password when prompted
4. You will land on the main schedule view

The Main View

The schedule is organized as a list of employee cards. Each card shows the employee's name, route, and their assigned stores for the selected day.

At the top you will see: - Day tabs — Sunday through Saturday, plus All Days to see the full week at a glance - Group filter buttons — quickly filter by FT City, PT City, or OOT employees - Search bar — type a name or store to filter cards instantly

Switching Between Days

Click any day tab (e.g. Monday) to focus on that day. Each employee card shows only that day's assignments.

Use All Days to scroll the full week in a condensed grid — useful for spotting gaps or comparing across days.

Adding a Store to an Employee

At the bottom of every employee card is an + Add Store button:

1. Click a day tab to select the day
2. Scroll to the employee's card
3. Click + Add Store
4. Search or scroll to find the store
5. Select a shift type (Regular, Backup, Drive-By, etc.)
6. Click Add — the store appears on the employee's card immediately

Moving a Store to Another Employee

Every store on an employee's card has an action menu (the ... button on the right side of the store row). Clicking it reveals three options:

Reassign to Another Employee

Use Reassign to... when you want to move a single store from one employee to another.

1. Click ... on the store you want to move
2. Select Reassign to...
3. A list of available employees appears — click the one you want to assign it to
4. The store moves immediately

Swap Stores Between Two Employees

Use Swap Stores when you want to exchange all stores between two employees on the same day — for example if two routes need to be switched entirely.

1. Click ... on any store belonging to the first employee
2. Select Swap Stores
3. A list of other employees appears — select the one to swap with
4. Both employees' full store lists for that day are exchanged instantly

Removing a Store

Click ... → Remove to delete a store from an employee's day. Confirm when prompted.

Day Statuses

At the top of each employee card you will find status buttons for the selected day:

Click the active status button again to remove it.

Publishing the Schedule

When the schedule is ready to share, click Publish Schedule in the top bar. This locks the current state as the baseline. Once published:

• Employees can log in at pbcedm.com and view their schedule
• Any changes you make afterward are tracked as updates

Click Publish Schedule again at any time to re-publish after making changes.

Tracking and Sending Schedule Updates

When you edit a published schedule, the affected employee's day shows a red Update Needed banner. This means the employee has not yet seen the change.

To notify the employee: 1. Click Send Text on the banner 2. This sends the employee an iMessage with a link to their shift preview on pbcedm.com 3. The banner changes to Awaiting Confirmation (amber)

When the employee confirms (by tapping Confirm Shift on their phone), their card shows a green Confirmed badge:

Click the x on the badge to clear it once you have noted the confirmation.

Manually Flagging a Day for Update

If you need to prompt an employee about a day that wasn't automatically picked up as changed, click the red Flag button (visible on the Update Needed banner, or on the day card when no banner is showing).

This manually marks the day as Update Needed so you can then click Send Text to notify the employee.

What Employees See

When an employee follows the link from their text message: 1. They log in at pbcedm.com with their GPID 2. Their schedule for the relevant day is displayed 3. They tap the button below to confirm:

The manager immediately sees the green Confirmed badge on their card.

Weekly Schedules

The app supports multiple weekly schedules (one per week).

Switching schedules: Use the schedule switcher dropdown at the top of the page to select a different week.

Creating a new weekly schedule: 1. Open the schedule switcher 2. Click + New Schedule 3. Enter a name and start date (the Sunday of that week) 4. Build the schedule from scratch for that week

Full Schedule View

Click Full Schedule in the top bar to open a printable weekly table showing every employee across all seven days.

From this view you can: - Print — click the print button for a landscape-formatted hard copy - Send to Slack — sends three separate images to your Slack channel (FT City, PT City, Out of Town), followed by a message prompting employees to log in at pbcedm.com

Sending Slack Surveys

The Push Surveys button sends a survey message to each employee via Slack for the selected day. The survey asks them to provide a structured response for each store visit — covering things like what was completed, any issues, and follow-up needed.

This gives us a consistent, trackable record for every store visit. Over time the responses help estimate service times per store, identify stores that regularly need extra attention, and give us a clearer picture of each rep's workload and performance.

Survey Push History: Click the clock icon next to Push Surveys to see a log of recent pushes. From here you can delete a push if it was sent by mistake — this removes the survey messages from Slack before employees respond.

Route Overview

Click Route Overview to see all stores grouped by route for the selected day. Useful for confirming coverage before the week begins.

This is also how pod overviews are sent to Slack. Each route's store list is automatically formatted and posted to the relevant Slack channel, giving the team a clear picture of who is covering which stores that day. Click Send to Slack from within the Route Overview to push it out.

Quick Tips

• Search by name or store name to jump directly to what you need
• All Days view is the fastest way to spot an employee with no stores on a particular day
• Changes save automatically — there is no Save button
• The schedule syncs across devices automatically within a few seconds