Creating and Managing Shifts

What this does

Shift scheduling lets you create work shifts, assign workers, and manage the weekly rota. Workers see their upcoming shifts on their dashboard.

When to use it

Use shift scheduling when your workers have set hours or rotating patterns.

Step by step

1. Go to Shifts in the main menu
2. Click + New Shift
3. Fill in:
   • Site — where the shift is
   • Date — the shift date
   • Start Time and End Time
   • Worker — who is assigned
4. Click Save

Bulk operations

• Bulk Create — create multiple shifts at once for the same pattern
• Shift Templates — save common shift patterns and apply them to a week
• Drag and Drop — drag shifts on the calendar to reschedule

Tips

• Workers are notified when shifts are assigned to them
• Use shift templates for recurring patterns (e.g. "Monday 9-5")
• Apply a template to a full week to set up the rota quickly
• Inline worker creation lets you add new workers without leaving the scheduling page