Overview
You can add a custom shift or use a shift template to save time.
If you need to schedule a shift on the go, you can create shifts from your iOS device or Android device.
Create a shift
Click Scheduler.
- Click to add a shift.
- If you’re on day, week, or 2 week view, click in the cell that corresponds to the date and person/position that you want to schedule.
- If you’re on month view, click next to the date.
- If you’re on day, week, or 2 week view, click in the cell that corresponds to the date and person/position that you want to schedule.
- Choose a shift template or create a custom shift:
If you want to add a shift you frequently schedule, click one of your shift templates. If you haven’t added shift templates for shifts that regularly occur, create a shift template.
- If you want to use a shift template and customize the shift details, click on the right side of the template.
- If you want to add a one-off shift, click Create Custom Shift.
- Set up or modify the shift details. For more information about modifying shift details, go to shift details.
- Now that you’re done setting up the shift, it’s time to save it and decide whether you want to notify the user immediately.
- If you want to save the shift without publishing and notifying the user, click Save. Employees won’t be able to see the shift or be notified until you publish the shift individually or publish the schedule.
- If you want to publish the shift and notify the user right now, click Save & Publish.
Shift details
If you’re creating a custom shift or need to make adjustments to a shift you’ve added using a shift template, you can modify the shift’s details.
Shift details may vary
The shift details may vary based on your selections.
| Name | Assign to |
| Description | (Required) Select who will work the shift. To let any qualified user take this shift, select OpenShift.
|
| Name | Require pick up approval² |
| Description | (Optional) Click to require pick up approval by management. See Require OpenShift Pick Up Approval (Shift Bidding). |
| Name | Share shift with other schedules² |
| Description | (Optional) Offer OpenShifts to qualified users who aren’t assigned to the same schedule as the shift. |
| Name | How many¹ |
| Description | (Optional) Select how many instances of an OpenShift you’d like to publish. |
| Name | Time |
| Description | (Required) Set the the start and end time for the shift. |
| Name | Unpaid break |
| Description | (Optional) Add an unpaid break in minutes. For example, enter 30 for a half-hour break.
Note: If using Time Clock & Attendance with Automatically Deduct Scheduled Breaks From Timesheets enabled, an unpaid break in the shift details is required for the break to be automatically deducted from timesheets. |
| Name | (Color) |
| Description | (Optional) Select a color for the shift in the top-right corner of the screen. |
| Name | Position |
| Description | (Optional) Select the position that needs to be filled. Assigned positions are listed first in the drop-down list and unassigned positions are grouped together. |
| Name | Job site |
| Description | (Optional) If the shift will take place off site from your normal location, select a job site. |
| Name | Tags |
| Description | (Optional) Select tags if the shift requires additional qualifications or certifications. |
| Name | Shift tasks lists |
| Description | (Optional) Select task lists for the shift. |
| Name | Shift notes |
| Description | (Optional) Add notes (up to 350 characters). |
| Name | Repeat shift |
| Description | (Optional) Click to set up a repeating shift. |
| Name | Save as shift template |
| Description | (Optional) Click to create a shift template based on this shift. |
| Name | View who’s currently eligible² |
| Description | (Optional) Click to offer the shift to specific eligible users. |
| Name | Description |
| Assign to | (Required) Select who will work the shift. To let any qualified user take this shift, select OpenShift.
|
| Require pick up approval² | (Optional) Click to require pick up approval by management. See Require OpenShift Pick Up Approval (Shift Bidding). |
| Share shift with other schedules² | (Optional) Offer OpenShifts to qualified users who aren’t assigned to the same schedule as the shift. |
| How many¹ | (Optional) Select how many instances of an OpenShift you’d like to publish. |
| Time | (Required) Set the the start and end time for the shift. |
| Unpaid break | (Optional) Add an unpaid break in minutes. For example, enter 30 for a half-hour break.
Note: If using Time Clock & Attendance with Automatically Deduct Scheduled Breaks From Timesheets enabled, an unpaid break in the shift details is required for the break to be automatically deducted from timesheets. |
| (Color) | (Optional) Select a color for the shift in the top-right corner of the screen. |
| Position | (Optional) Select the position that needs to be filled. Assigned positions are listed first in the drop-down list and unassigned positions are grouped together. |
| Job site | (Optional) If the shift will take place off site from your normal location, select a job site. |
| Tags | (Optional) Select tags if the shift requires additional qualifications or certifications. |
| Shift tasks lists | (Optional) Select task lists for the shift. |
| Shift notes | (Optional) Add notes (up to 350 characters). |
| Repeat shift | (Optional) Click to set up a repeating shift. |
| Save as shift template | (Optional) Click to create a shift template based on this shift. |
| View who’s currently eligible² | (Optional) Click to offer the shift to specific eligible users. |
¹Appears only when you’re scheduling an OpenShift.
²Appears only when you’re scheduling an OpenShift and shift criteria has been defined.