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How Do I Create A Scheduled Shift?

Step-by-step instructions to create and publish scheduled shifts for your employees using our Scheduling feature.

Rachel avatar
Written by Rachel
Updated over a week ago

Overview: With our Scheduling feature, you can create shifts for your workers to view and/or punch into from any permitted device. You can also create open shifts that can then be assigned by management to workers.

Note: Scheduling is available on the Pro, Premium, and Enterprise plans only.


How to Create Schedules

To create a shift, start by clicking Schedule in the top navigation:

Once on the schedule page, just click an open area on the schedule to populate the shift creation pop-up:

You'll be able to specify:

  • Who the shift should be assigned to

  • The shift end/start time

  • A break (this is for informational purposes only)

  • Choose a color for the shift

  • Assign any location, department, or position codes

  • Add a new

Click Add Shift once you've entered all the necessary details:

How to Publish Schedules

Once the shift has been added to the schedule, it will be in draft mode. This is indicated by an outlined shift. To publish, click the Publish button in the top right-hand corner:

You'll then be able to send to:

  • All employees

  • Employees with changes only (i.e. edits or deletions)

  • Employees in the current view

  • Employees with shifts in the current view

Once you've made your selection, you can then either publish via email, push notification, or both:

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