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Contents
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How the data fits together
Three ways to build a schedule
From shift draft to payroll
Your first shift
Set up your company
Locations
View your locations
Add a location
Edit a location
Delete a location
Set the default location
Choose a state or subdivision
Manage the MLP block on a location
Switch the MLP grouping on a location
Bulk-generate MLP entries on a location
Edit a single MLP entry
Delete a single MLP entry
Areas
View your areas
Add an area
Edit an area
Delete an area
People
View your team
Add a person
Re-send an invitation
Edit a person
Deactivate a person
Reactivate a person
Delete a person
View a person’s details
Manage the MLP block on a person
Switch the MLP grouping on a person
Bulk-generate MLP entries on a person
Add a skill to a person
Edit a person’s skill
Remove a skill from a person
View a person’s availability summary
How Shiftguide picks an hourly rate
Positions
View your positions
Add a position
Edit a position
Delete a position
View position details
Manage the MLP block on a position
Switch the MLP grouping on a position
Bulk-generate MLP entries on a position
Add a required skill to a position
Edit a required skill
Remove a required skill
Skills
View your skills
Add a skill
Edit a skill
Delete skills
View skill details
Employment types
View your employment types
Add an employment type
Edit an employment type
Delete employment types
View employment type details
Holidays
View your holidays
Add a manual holiday
Edit a holiday
Delete holidays
View holiday details
Auto-seed holidays from country
Company periods
View your company periods
Create a company period
Edit a company period
Delete company periods
View company period details
Start a company period
Close a company period
Budgets
View your budgets
Create a budget
Edit a budget
Delete budgets
View budget details
Plan schedules
Shifts
Shift lifecycle — from draft to approved
How to add a shift
How to edit a shift
How to delete a non-recurring shift
Why a shift can’t be edited or deleted: locked periods
Recurring shifts
How to plan a recurring shift
How to edit a recurring shift
How to delete a recurring shift
How to change the date of a recurring shift
Bulk-edit shifts
How to bulk-edit shifts
How to bulk-edit assignments
How to bulk-delete shifts
Shift calendar
How to change the calendar view
How to navigate the calendar
How to toggle fullscreen on the calendar
How to filter the calendar
How to toggle the people-hours sidebar
How to add a shift from the calendar
How to edit a shift from the calendar
How to open a shift in a new tab
How to move a shift
How to resize a shift
How to duplicate a shift
How to split a shift
How to multi-select shifts by click
How to multi-select shifts with a lasso
How to bulk-edit selected shifts
How to clear the multi-selection
How to read the shift hover tooltip
How to quick-assign a person from a shift block
How to switch how people are shown on shifts
How to switch the world-clock timezone
How to apply a schedule template
How to undo the last template apply
How to export the calendar to PDF
Shift list
How to view the shift list
How to sort the shift list
How to filter the shift list
How to paginate the shift list
How to manage the shift list columns
How to bulk-select shifts in the list
How to bulk-edit shifts from the list
How to bulk-delete shifts from the list
How to open a shift from the list
How to read the shift status badge
Publish horizon
How to open the publish horizon page
How to publish shifts up to a cutoff
How publish cascades to assignments
Assignments
How to open the assignment form
How to assign a person from the eligible pool
How to read the eligibility badges
How shift validation works
How to quick-assign from the eligible-people list
How to edit an assignment
How to delete an assignment
Coverage
How to view the coverage grid
How to navigate coverage by date
How to filter the coverage grid
How to read the coverage severity tooltip
How to read the assigned-vs-required bar
How to read the eligible-vs-qualified split
How availability gates the coverage candidate pool
Availability
How to view the availability calendar
How to filter the availability calendar
How to switch the availability view mode
How to toggle world clock on the availability calendar
How to toggle person display on the availability calendar
How to open the day-detail view
How to read the day-detail breakdown
How to view the availability list
How to filter the availability list
How to sort and bulk-act on the availability list
How to quick-create a one-time availability
How to quick-create an unavailability
How to create a recurring availability
How to create a one-time availability
How to create an unavailable block
How to create a leave-typed availability block
How to edit an availability block
How to delete an availability block
How to view the availability detail page
How to create availability from a person’s employment type
My availability
How to view your availability overview
How to view your availability calendar
Why “My availability” hides recurring rules: Mode A
How to add, edit, or delete your own availability
Schedule templates
How to view the schedule templates list
How to create a schedule template
How to edit a schedule template
How to delete a schedule template
How to view the schedule template detail
How to bulk-delete schedule templates
Template calendar
How to view the template calendar
How to switch the active template
How to switch the template calendar view
How to filter, switch world clock, and change person display in the template calendar
How to add, edit, drag, or click shifts inside a template
Track time
Timesheet
How to view and filter the timesheet
How to edit clock-in and clock-out times
How to submit a time entry
How to unsubmit a time entry
How to approve a time entry
How to unapprove a time entry
How to use bulk actions on the timesheet
What a locked period looks like on the timesheet
Who can see the timesheet
Where breaks come from
Where attendance lives
Manage leave
Leave policies
How to manage leave policies
Tracking modes — balance, spell, and unlimited
Aggregation, anchors, ceilings, and accrual
Carry-over rules
EFZG §3 spell linking
How to manage tiers on a leave policy
Leave requests
How to view and filter leave requests
How to open a leave request for review
How to approve a leave request
How to decline a leave request
How to revoke a leave request
How to link a sick request to a prior illness
How to delete a leave request
Leave transactions
How to view the leave ledger
Rules & compliance
Work rules
How to manage work rules
Identity and jurisdiction
Daily and weekly limits
Overtime tiers
Premiums
Swiss night-work compensation (ArG 17b)
How Shiftguide picks a work rule
Break rules
How to manage break rules
Eligibility and trigger
Time compensation
How to view time compensation
How to add a manual time-compensation adjustment
Auto-accrual of night-work credit
How to view a time-compensation row
Reports and payroll
Period overview
Hours summary
Timesheet report
Attendance
Overtime and compliance
Schedule coverage
Payroll summary
Payroll timesheet
Labor cost
Multi-location
Forecast vs actual
My earnings
Export a report (CSV, XLSX, PDF)
For shift workers
How to see your schedule
How to see your shifts as a list
How to check your availability
How to see your availability as a calendar
Always-available mode
How to submit your availability
How to request time off
How to see what you’ve earned
How to update your personal settings
How to sign out
Settings and admin
Account
How to view your account overview
How to log in
How to verify your email
How to set your password after an invitation
How to reset your password
How to change your password
How to manage your email addresses
Notifications
Integrations
Personal settings
How to change your language, region, and timezone
How to set your calendar preferences
How to set your availability mode
How to set the default MLP grouping
Company settings
How to set general company settings
How to set the payroll frequency
How to set the attendance grace period
How to set the leave period type
How to set the sick-leave defaults
Tenants
How to open the Manage tenants page
How to switch between companies
How to rename a tenant
How to delete a tenant
Billing
How to start a subscription
How to manage billing
How trials and grace periods work
Troubleshooting
I can’t see my shift
I was signed out
My time entry won’t submit
I can’t edit or delete a shift
I can’t assign a person to a shift
A recurring shift edit did something unexpected
The leave balance looks wrong
A statutory holiday is missing
The payroll cycle looks off
I can’t see the timesheet
The calendar is empty
The ‘Publish’ button doesn’t do anything
A person can’t log in
Emails aren’t arriving
The app is slow or unresponsive
I need help and it’s not here
What’s new
Changelog
Language:
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English
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Index