02
Creating Shifts
Shifts are blocks of scheduled time assigned to an employee for a specific role or project.
1
Create a shift
Planning
▸
Schedule
▸
NEW
Click an empty slot on the planning Gantt chart to create a shift.
Shift fields
Employee
*
Who is being scheduled.
Role
The role or skill required for this shift — e.g. "Sales Rep", "Technician".
Project
Which project or task this shift is allocated to.
Start / End
*
Date and time of the shift.
Repeat
Set a recurrence pattern for regular shifts.
2
Publish the schedule
PUBLISH
Shifts are drafts until published. Click Publish to make the schedule visible to employees. Published shifts appear in the employee's My Planning view and can be sent by email. Unpublished shifts are only visible to managers.
Open shifts
Create shifts without assigning an employee — these become Open Shifts. Employees can see open shifts and volunteer for them. Managers then approve the assignment. Useful for flexible or on-call scheduling.