How to add a shift

How to add a shift#

For: Manager You’ll need: At least one location and one position. See Locations and Positions.

Create a single shift — date, time, position, location — and optionally assign people after saving. Times are entered in the location’s local timezone.

Open the create form#

  1. Go to Planning → Planning list and click ‘Create’ → ‘Shift’ (or use any of the calendar entry points in How to add a shift from the calendar).

  1. Tap Shifts in the bottom bar, then the team icon in the top bar to open ‘Team schedule’ — creating lives there, not on your own Shifts list.

  2. Tap the add (+) button — the floating button on Android, the + in the top bar on iOS. (It only appears for managers, and it is greyed out while you’re offline.)

  3. Choose ‘Create shift’.

Fill in the basics#

  1. Choose a position from the ‘Position’ dropdown.

  2. Choose a location from the ‘Location’ dropdown.

  3. (Optional) Choose an area from the ‘Area’ dropdown.

  4. Set the start date and time and the end date and time — both in the location’s timezone.

  5. (Optional) Add notes.

Headcount isn’t set on the shift — it’s a property of the position, shown read-only in the shift’s requirements panel.

The fields are in the same order as the shift detail: start, end, repeat, location, area, position, notes.

  1. Tap Start and pick the start date and time on the wheel.

  2. Tap End and pick the end date and time.

  3. Tap Location and choose a location.

  4. (Optional) Tap Area and choose an area.

  5. Tap Position and choose a position.

  6. (Optional) Type into the Notes field.

Times are entered as the wall-clock time of the shift’s location, exactly as on the web form.

Save#

  1. Click ‘Save’.

  1. Tap Save in the top bar (Done on iOS).

Missing required fields are listed under the form after the first save attempt. Saving needs a connection — the action is greyed out offline.

Assign people (optional)#

Assignment happens after the shift is saved — a brand-new shift has no assignment section yet, and Shiftavo asks you to save the shift before assigning a person.

  1. Open the saved shift.

  2. Click ‘Assign new person’ and choose a person. See How to assign a person from the eligible pool for the full assignment flow.

  1. Open the shift again and tap Edit.

  2. Assign from the Assignments section — see How to assign a person from the eligible pool.

Tip

Need this shift to repeat? Tick the ‘Repeat shift’ checkbox before saving — see How to plan a recurring shift.

Verify it worked#

A toast confirms the create with the shift’s date and time, and the shift appears on the calendar and in the list.