How do I add a new shift? (Mobile)

Modified on Fri, 17 Nov 2023 at 05:17 PM

Shifts are the cornerstones of your schedule; the real key players. Learn how to set them up and you'll have the full power of Shiftie right at your fingertips. You know, so long as you understand all the other bits too.

1. Head over to the scheduling page by clicking on the 'Schedule' button at the bottom of your screen.

2. Select the All Shifts tab, then use the date filter to select the date that you want to create a shift for. Make sure that the correct schedule is selected in the 'Schedule' dropdown if you have more than one available.

3. Click the plus button at the top of the screen and choose whether to create an unassigned or open shift, or to create a shift for a specific employee.

4. Select a shift template from the list. (You'll only see templates that are suitable for the selected employee's job role, and if the employee isn't available for any of the templates because of pre-existing shifts or unavailability they'll be greyed out.)

5. Once you've selected the template the shift will automatically be created.

If you want to create a shift that you don't have a template for then you'll need to select the 'Custom Shift' tab instead.

    a. If you're adding an open shift you can choose whether employees will be able to claim shifts without supervision or if a manager will need to approve the allocation once someone's volunteered to work.

    b. Choose the job role for the shift, and then select the start and end times.

    c. If employees are entitled to a break during their shift you can set the length and choose whether it's paid or unpaid. This will feed through to the time entry for the shift. The default value can be changed in your settings.

    d. You can choose to add 'tags' to the shift as well; you can add or edit these if the one you want isn't showing.

    e. If you don't want employees to be able to see when a shift is scheduled to end tick the 'Hide Shift End Time' field. The end time will still show for you and other managers but it'll be hidden from employees.

    f. If you have any specific comments about this shift - for instance, if it will involve anything out of the ordinary - you can add these in the notes field.

    g. If you're planning on creating more shifts like this again in the future you can choose to save it as a template.

    h. Once you're done, click 'Create Shift' and choose whether you want to publish the shift and allow employees to see it or if you want to keep it in draft for now.*

*If you choose to hold off on publishing then when you're ready you can click the 'Publish x Shifts' button on the All Shifts tab to publish all of your unpublished shifts at the same time. 

You're on the Mobile version of this article.

To view the Desktop version see How do I add a new shift? (Desktop)

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