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How to Set Recurring Shifts

How do I Create a Rotating Schedule Automatically

Mark Borham avatar
Written by Mark Borham
Updated yesterday

Why Use the Recurrence Feature?

The "recurrence" feature allows you to create shifts that will be repeated automatically moving forward.

Here are some examples where you may want to use a recurrence:

  • An employee's schedule is the same every week (i.e. 9 to 5, 5 days a week)

  • You have a rotation in your schedules, every two week, every 3 weeks, etc.


A) Setting a Recurrence

1- Create a new shift or select an existing one (Enter all the information necessary if you are creating a new shift)

2- Click the "Recurrence" tab

3- Select the shift repeats: on a weekly or monthly basis.

4- Select the frequency

Every week, every other week, every x weeks, etc. (i.e. if the shift is to be repeated every 2 weeks, enter "2" in the repeat frequency box)

You can then choose the days of the week when you want the shift to be repeated on. By default, the recurrence will be created indefinitely, but you can also choose an end date.


C) Monthly Recurrence

If you have an employee has a contract for i.e. every 10th day of the month, that is where the monthly recurrence comes in handy!

1- Select "on a monthly basis"

2- Choose the repeat frequency

3- Choose between day of the month or day of the week

4- Choose when the recurrence ends (if there is one)


D) Summary

You can view a summary of the recurring shift you are about to create on the right.

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