Shifts (new version)
- How do I assign employees to a timetable?
- How do I assign shifts in a timetable?
- What tools are available in the shifts timetable?
- What are shift patterns and how do I use them?
- What are activities and how can I add them to shifts?
- How to publish the Shifts timetable
- What are the timetable statuses and what do they mean?
- What views are available in the Shifts timetable?
- What are shift templates and how can I create them?
- What are performance indicators?
- Can I place more than one shift in the same timetable cell?
- 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?
- What are coverage shifts?
- Can I add days off and time off directly from the timetable?
- How does the Shifts AI assign coverage shifts?
- Can I view and download the timetable showing only employees with no shifts assigned?
- Can I hide employees for a period of my choosing?
- Can I copy the shift schedule?
- How can I view the overtime balance in the timetable?
- How do I assign shifts or days off to multiple timetable cells at once?
- How to create and configure on-call shifts
- How do on-call shifts affect time calculations?
- How do I create and manage timetables?
- Can I add notes to shifts in the timetable?
What are coverage shifts?
From the shift view in the timetable, you can set coverage requirements by defining the minimum staffing needed for a shift on a specific day or range of days. This allows you to see at all times whether you have enough people assigned or whether you still need more to cover that shift.
How to create a coverage shift
Locate the timetable you want to manage and switch to the shift view. Click the + on a timetable cell and select "Add coverage". Then specify:
- Date range (the period during which you want the coverage to apply).
- Number of employees needed to cover that shift.
- Roles: if the coverage requires a specific profile, indicate it here.
When you're done, click "Save". You will see a counter in the cell showing how many employees still need to be assigned to that shift.
Would you prefer to watch a video? Here's a video tutorial with all the steps:
Manually assigning employees to coverage
You can assign employees to a coverage requirement manually at any time. Bear in mind that if you have defined roles for the coverage, you can only assign employees who have that role.
If you prefer, you can ask the shift planner to complete the coverage you have defined. See this article to understand exactly how it works.
Editing and deleting coverage requirements
You can modify or delete coverage requirements at any time by accessing the relevant cell in the timetable.