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, optionally with people assigned. Times are entered in the location’s local timezone.

Open the create form#

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

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) Set min and max headcount.

  6. (Optional) Add notes.

Assign people (optional)#

  1. In the ‘People’ picker, choose people from the eligible pool. See How to assign a person from the eligible pool for the full assignment flow.

Save#

  1. Click ‘Save’.

Tip

Need this shift to repeat? Tick ‘Recurring’ 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.