Shifts and templates
Build schedules manually and configure recurring shift demand.
In this topic
- 01Navigate the schedule calendarMove between week and month views and open the correct planning period.All workspace users
- 02Create, edit or delete shiftsManage individual dated shifts from the weekly calendar.All workspace users
- 03Create and manage recurring shift templatesGenerate recurring shifts by weekday, month and year.All workspace users
- 04Configure breaks and overnight shiftsControl paid time and shifts that end on the following day.All workspace users
- 05Assign employees manually and handle schedule requestsMake a manual assignment safely, review any warnings, and handle employee schedule requests from Actions.Organization AdminDepartment Manager
- 06Manage locations, employee suitability and staffing minimumsCreate, rename, archive and restore locations while keeping location eligibility and staffing demand accurate.Organization AdminDepartment ManagerProfessional, Business or Enterprise
- 07Configure shift-transition rulesRequire days off between selected template sequences.Organization Admin