You can save your most frequently used Shift into Templates that can be added with one single click. Follow this procedure.
A) Creating a new shift
- Bring your mouse over a day in the line of an employee
- A "New shift" gray box will appear
- Click on that box
B) Shift informations
You can enter the general info directly in this window. Here are a few tips:
- You can type on the keyboard the beginning and end time (orange rectangle)
- To create a Time off, check the box on the top left
- Add more than one break per day (no need to set a specific start time)
- See the impact on availabilities of the employee at the bottom (blue rectangle)
- To create a recurring shift, go in the "Recurrence" tab. More on that here.
You can add multiple breaks to a shift and you have different options. Mainly you can decide:
- It's duration (first box on the left)
- If it's paid (by default it's unpaid)
- A specific start time (optional). If you check that option, a box on the right will appear to enter the start time.
C) Draft Mode and Publishing the Schedule
When you create a shift it will be in a draft first (surrounded by dotted lines). This means employees cannot see it. When you are ready to send it to employees, hit "Publish" (Orange arrow)
- Employees will receive an instant notification when you publish
- If you make changes, you will need to publish them to alert employees
- Published shifts appear with solid lines around them (Blue arrow)
Protip: To minimize the number of notifications sent. We recommend that you publish only once your schedule is complete.