Shifts (new version)
- How do I create and manage timetables?
- What views are available in the Shifts timetable?
- What tools are available in the shifts timetable?
- How do I assign employees to a timetable?
- What are shift templates and how can I create them?
- How do I assign shifts in a timetable?
- How do I assign shifts or days off to multiple timetable cells at once?
- What are activities and how can I add them to shifts?
- What are shift patterns and how do I use them?
- Can I add days off and time off directly from the timetable?
- How to create and configure on-call shifts
- How do on-call shifts affect time calculations?
- What are coverage shifts?
- Can I add notes to shifts in the timetable?
- Can I place more than one shift in the same timetable cell?
- Can I hide employees for a period of my choosing?
- Can I view and download the timetable showing only employees with no shifts assigned?
- Can I copy the shift schedule?
- What are performance indicators?
- How can I view the overtime balance in the timetable?
- How to publish the Shifts timetable
- What are the timetable statuses and what do they mean?
- How do employees manage their shifts from the app?
- Can artificial intelligence help me plan my shifts?
- What is the AI shift planner?
- What is the Shift import agent?
- How does the AI assign coverage shifts?
How do I assign employees to a timetable?
The process for assigning employees to a timetable varies depending on how timetable creation is configured in your account. Here's how assignment works in each case:
Automatic timetable creation
If you have automatic timetable creation enabled (linked to workplaces and groups), you need to complete two steps:
- First, add the employee to the relevant workplace. Go to Shifts >> Configuration >> Workplaces, find the "Employees" column, and click the avatar next to the quick actions button.
- Then, assign the employee to the timetable via Add employees, following the steps in the modal. Note that only employees already associated with that workplace will appear here.
The employee must be associated with a workplace before they can be added to a timetable.
Manual timetable creation
If you have manual timetable creation enabled, the process is more straightforward; there are no workplace or group restrictions. From the "Shifts" main screen, find the timetable, click the avatar in the "Employees" column, select the people you want to add, and confirm.