Creating Shifts in the System


To create Shifts, you must first set up a Shift Location if the location does not exist. Click here to learn more


Step 1: Create a Shift Location

  1. Navigate to the Shift Location tab.
  2. Click New and enter the required details (e.g., Texas).
  3. Save the location.

Step 2: Create a Shift Template

  1. Go to the Shift Templates tab.
  2. Click the New button.
  3. Enter the following details:
    • Name
    • Shift Name
    • Shift Frequency
    • Start Generating From and End Generating On
    • Shift Start Time
    • Shift Duration
    • Shift Type
    • Location
    • Number of Staff Needed
  4. Fields marked with a red asterisk (*) are mandatory. Ensure all required fields are filled before saving.
  5. Click Save to create the Shift Template.


Now, the shifts are generated but will not be displayed for shift assignment on the Shift Schedule page.


To start assigning the shifts:

  1. Go to the Shift Template edit page.
  2. Click the "Test It" button on the top right-hand side.
  3. View the generated shifts, select the shifts by checking the checkboxes, and click "Save Selected Shifts."
  4. A confirmation message will appear: "Selected Shifts saved successfully."


Now, go to the Shift Schedule page to see the shifts related to the new location and start assigning them to employees.

Click here to learn more about assigning shifts to employees.