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7 articles

Shifts and templates

Build schedules manually and configure recurring shift demand.

Articles in this topic

  1. 01Navigate the schedule calendarMove between week and month views and open the correct planning period.All workspace users
  2. 02Create, edit or delete shiftsManage individual dated shifts from the weekly calendar.All workspace users
  3. 03Create and manage recurring shift templatesGenerate recurring shifts by weekday, month and year.All workspace users
  4. 04Configure breaks and overnight shiftsControl paid time and shifts that end on the following day.All workspace users
  5. 05Assign employees manuallyAdd or remove people and set their shift location.All workspace users
  6. 06Configure locations and staffing minimumsTell Auto-Assign how many people each location and shift requires.Organization AdminDepartment ManagerProfessional, Business or Enterprise
  7. 07Configure shift-transition rulesRequire days off between selected template sequences.Organization Admin

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