Overview
The Schedule page in Shift is the main page where you will create, update, and view shifts for each of your company's locations and positions. Shifts for different job titles will be colored differently on the calendar so you can quickly identify different role shifts.
To access the Schedule page, click on Shift in the left sidebar. This will open a preview for the default Schedule page from Saturday to Friday. You can toggle between your company's locations in the top left corner:
Schedule a New Shift
To schedule a new shift, follow the steps below:
Select the location you want to create the shift for in the top left corner.
Click the + button under the day that you want to add a new shift to.
Type a start and end time for the shift in the empty fields. Be sure to select AM or PM appropriately.
Please note, you cannot schedule shifts across days at this time.
Click Set Shift Time.
Select the job title that this shift should belong to.
Select the worker in the list that this shift will be assigned to.
Worker names are sorted in alphabetical order by worker's first name with the unassigned option listed first.
You can only assign one worker or leave the shift unassigned.
When finished creating all the shifts you plan to create, click Publish in the top right corner. Review the changes and click Publish. Only published shifts will move to the Timesheets table 30 minutes before the scheduled shift time.
Important Note:
If you click out of the shift creation screen before selecting a job title, your shift will not be saved and you will need to start over with the creation process.
Updating Previously Created Shifts
To update a previously created shift, follow the steps below:
To update the time of the shift, simply click on the time in the shift box. You will be able to edit the times.
To change the role, assign a new worker, or add a break, click the shift box on the calendar and choose the appropriate option in the dropdown.
To delete a shift entirely, click on the shift box and select delete in the dropdown.
Job Titles on the Calendar
Additional information on how job titles will be displayed on the calendar is listed below:
After selecting a job title, the shift will be saved to the calendar. The first letter of the job title will appear to the left of the shift. For Example, R for Receptionist.
If the job title is made up of two words, the first letter of both words will appear on the right of the shift if selected. For example: Life Guard will display as LG.
If a job title is made up of three or more words, only the first letter of the first two words will be visible on the calendar.
Creating Time Off
In addition to scheduling shifts, you can also create time off for your workers. To create new time off, follow the steps below:
In the top right corner, click + New time off.
Search for a worker's name that this time off will be assigned to.
Enter a start date, end date, start time, and end time for the time off.
If the time off will span the entire day, check the All day box.
Click Confirm. The time off request will be visible in all locations tied to the worker.
Updating Previously Created Time Off
To update previously created time off, follow the steps below:
Click the time off box on the calendar.
To update the time of the time off, simply click on the start or end time in the time off box. You will be able to edit the times.
If the time off was for the full day, uncheck the All day box in the time off dropdown and the time will then become editable.
You can change the worker the time off is assigned to or delete the time off entirely within the dropdown.
Related Articles
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