Create shifts for one or several dates

Before you start

Create the worksite first. Check its name and address at the top of the Create Shift page.

Find your way around

1. Choose the worksite and check its address.
2. Select the dates in the calendar. Here, 27–29 October are selected for new shifts; the badges on other dates show existing work. On 23 October, two shifts are scheduled.
3. Review the selected-day count; use Select all or Clear as needed. Continue below the calendar to enter shift details.

Step by step

1. Choose Create under Shift Workflow and select the object.
2. Use the month arrows to find the right period. Select the required dates in Apply to multiple days. Select all and Clear affect the calendar selection.
3. Review the selected-day count. Existing shift badges show work already scheduled; selecting a date is not the same as editing an existing shift.
4. Enter start and end times, required employees, and relevant shift details below the calendar. Check overnight dates carefully.
5. Review any generated description before using it, then save. Check the success or error message before leaving the page.
6. Continue to Assign to fill the positions, then Publish when the roster is ready.

Notes & troubleshooting

• If saving fails, read the error, correct the highlighted input, and retry. Recheck the calendar before creating another copy.
• Newly created shifts still need assignments and publication. Creating a shift does not confirm employee attendance.

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