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Managing shift types

In this article you can find out how to manage the shift types in an overview, per department.

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Within the Settings, it is possible to create multiple shift templates. You can think of shifts like a day shift or evening shift, but also of an order picking shift for warehouses or runner in restaurants. We will go over all settings that can be applied to your shift templates.

 

Contents

Creating shifts

Editing shifts

Deleting shifts

 

Creating shifts

Go to the Settings (gear icon on the top right), from there you can go to the Shifts via the side column.


In the Shift settings, you will see an overview of all Shifts within the selected department, change the department with the drop-down menu in the top right.

Settings shifts variations EN

To add a Shift, click on the Create shift button. You will arrive at the screen below. Fill in the required information to create the standard shift.

Shift template EN-shdwshdw

  • Name: The name of the standard shift.

  • Department: The department in which the shift will be placed.

  • Start time & End time: The duration of the shift.

  • Unpaid break: Duration of the break in minutes. The unpaid break will not be counted as worked hours. 

  • Paid break: Duration of a paid break in minutes.

    • More options

  • Color: Color of the shift in the schedule.

  • Custom Color: Here you can pick the custom color if wanted, you can also put in a colour via Hex Code.

  • Hide end time: If you check this box, employees cannot see the end time of their shifts, this can be useful if employees have a flexible end time.

  • Task: When a shift is marked as a task, the hours will not be shown in the schedule and the time registration.

  • Description: A description of the shift.

  • Skills: Optionally select the required skills for the new standard shift here. This option is only visible if you have already set up Skills.

  • Rate card: Optionally select a different Rate card from the one in the employee's Contract type.

  • Short name: The name that is visible in the team schedule and monthly schedule.

  • Order: Order of the shifts in the overview.

  • Custom field: If you require additional details in a shift, you can set up a custom field. 

 

 

Editing shifts

An existing shift can be edited by clicking on the Pencil icon.

Edit shift EN

⚠️ Warning: Time settings in these shift templates will not be retroactively incorporated into the schedule. Only the colour and name are retroactively incorporated into the schedule.

 

Deleting shifts

An existing shift can be deleted by clicking on the trash bin icon on the right side of the shift in the overview.

Delete shift EN