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 the toolbar with day tabs, group filters, and action buttons:

• 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
• ? Help — opens this guide at any time (next to the Settings button at the top)

Switching Between Days

Click any day tab to focus on that day. The toolbar updates to show day-specific actions like Route Overview:

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

An employee card in All Days view looks like this:

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

Each store on an employee's card has an action column with buttons on the right side:

Reassign to Another Employee

The reassign button (arrow icon) moves a single store from one employee to another.

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

Swap Stores Between Two Employees

Use Swap Stores to move a specific store from one employee to another and give them one of that employee's stores in return.

1. Click the action menu on the store you want to swap
2. Select Swap Stores
3. A list of other employees appears — select the one to swap with
4. Choose which of their stores to exchange with yours — the two stores trade places instantly

Removing a Store

Click the remove button (✕ icon) on the store card and confirm when prompted.

Day Statuses

At the top of each employee's day column you will find status buttons:

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 toolbar. 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

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 — this sends an iMessage with a link to their shift on pbcedm.com 2. The banner changes to Awaiting Confirmation (amber):

When the employee confirms their shift, the manager sees a green Confirmed badge on their card.

Click the × 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 detected as changed, use the red ⚠ Flag button on the day status bar. This manually marks it 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 they log in with their GPID at pbcedm.com, see their schedule for that day, and tap Confirm Shift to acknowledge the update. The manager immediately sees the green Confirmed badge.

Delivery Info

Click Delivery Info in the header to open the delivery panel for the current week.

This panel shows delivery data for each day of the week — including delivery time windows and pallet counts for each store. You can:

• Upload a manifest PDF — click the upload icon and select the PDF from the carrier. The app reads the manifest and automatically fills in delivery times and pallet counts for matching stores.
• Edit manually — click any cell to update a time or pallet count directly, then click Save.
• Export — download the delivery list as a spreadsheet for sharing or record-keeping.
• Bulk import from history — use the history import option to pull in delivery data from a previous week as a starting point.

Delivery data is visible to employees when they view their schedule, so keeping it up to date helps the team plan their day.

Store Directory

Click Store Directory in the header to open the store directory.

The directory lists all stores with their address and route assignment. Each store entry shows:

• Address — the physical location of the store
• Route — which route the store belongs to

For managers: You can edit store details or remove stores from the directory. Stores are also added automatically when they appear on the schedule for the first time.

For employees: The directory shows a Directions link for each store, opening Google Maps so they can navigate directly to a location.

Review Default Changes

When you build a schedule a few weeks in advance, you may later make updates to the current week (adding stores, changing routes, etc.). Rather than manually updating every future schedule to match, use Review Default Changes.

An amber Review Changes button appears on the schedule switcher when the current week differs from what future schedules were built on. Click it to open the comparison view:

• Each detected change is listed — for example, a new store added to an employee's regular day
• You can Approve a change to apply it to the selected future schedule, or Deny to leave that schedule as-is
• Work through the list to quickly bring future weeks in line with the updated default without touching everything by hand

This saves significant time when your route structure changes and you need it reflected across several upcoming schedules.

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 toolbar 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

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.

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.

Store Report History: Click Report History next to Push Store Report 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.

The ? Help Button

The ? Help button at the top of the page (next to Settings) opens this guide at any time from within the app.

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

EDM Merch Scheduling — Employee 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 your personal schedule view

Your Schedule

Once logged in you will see your assigned stores for each day of the week. Each store card shows:

• Store name — where you are going
• Shift type — Regular, Backup, Drive-By, etc.
• Delivery info — time window and pallet count if a delivery is expected that day

Use the day tabs at the top to switch between days and see what is scheduled for each one.

Your Pod

On each day you will see a Pod section showing the other employees who are on the same route as you that day. This gives you a quick look at who you are working alongside and which stores they are covering.

Confirming Your Shift

When your manager sends you a schedule update, you will receive a text message with a link to your shift. Follow the link, log in with your GPID, and tap Confirm Shift to let your manager know you have seen the change.

You can also log in directly at pbcedm.com at any time to view your current schedule. If there is an update waiting for you, the Confirm Shift button will appear on your schedule view.

Store Directory

Tap Store Directory in the header to see a list of all stores with their addresses. Each store has a Directions link that opens Google Maps so you can navigate directly to that location.

Requesting Vacation

Tap Request Vacation to submit a vacation request for a specific date range. Your manager will review it and approve or deny it from the admin panel. You will see the status of your request after it has been reviewed.

Availability (Part-Time City Employees)

If you are a part-time city employee, you will see an Availability button. Use this to let your manager know which days and times you are available to work each week. Keeping your availability up to date helps the manager schedule you accurately.

This option is not available for out-of-town employees.

Requesting a Stat Day (Full-Time City Employees)

If you are a full-time city employee, you will see a Request Stat Day button. Use this to request a specific date during a statutory holiday week — for example, if you would prefer your stat day on a particular day that week.

Keep in mind that stat day dates are not guaranteed. They are accommodated based on availability and seniority, so earlier requests from more senior employees take priority. If you do not submit a request, management will assign a date for you.

This option is not available for out-of-town or part-time employees.

The ? Help Button

The ? Help button at the top of the page opens this guide at any time.

Quick Tips

• Your schedule updates automatically — refresh the page if something looks out of date
• Always Confirm Shift when you receive a text so your manager knows you have seen the change
• Use Store Directory for quick navigation directions to any store