How to Add Shifts to the Scheduler

How to Add Shifts to the Scheduler to define and assign shifts to employees

Shifts are defined and assigned to employees in the Scheduler. Once Shifts are added, the software knows when an employee is supposed to clock in and how long they are supposed to work for. Managers can be alerted if employees arrive late, leave early, or don't show up at all. To add Shifts to the Scheduler, follow the instructions below.

1. Go to the Scheduling Product Area.

If Scheduling is not available, please skip to the next step.

Image from Gyazo

2. Select a Locations Plan from the Left Nav and open the Scheduler.

3. Mouseover a day on the Scheduler and click the + sign.

* You can click and drag over an area to add shifts over multiple days.

4. Configure each setting as necessary.

Setting	Description
Start	The starting date and time of the shift
End	The ending date and time of the shift
Organization Groups	Location, Department, Position, or any other Organization Group can be assigned to a Shift * Organization Groups are selected in the Schedule Criteria and then assigned to the Schedule Plan
Is critical	Marks the shift as "Critical" for use within a Workflow
Color	Display color of the Shift on the Scheduler
Break (min.)	Defines a break time within the Shift
Notes	Notes are displayed in the Shift details and in the alert sent to employees
Save as Shift Template	Save the Shift as a Shift Template that can be drag + dropped into the Scheduler