How to schedule recurring shifts ?
Step 1: Click on your name in the top right corner to access your account settings.
Step 2: Click on Admin Settings.
Step 3: From the left-side menu, click on the “Shifts” option.
Step 4: Create a new shift by clicking on create new, enter all the mandatory details and save the created shift.
Note:
- The maximum characters for shift code is 5 characters.
- A day split marks the start of a defined workday for a particular shift. It begins before the official shift-start time, based on your configured requirements.
Example: Shift configuration:
Shift scheduled: 08:00 AM – 04:00 PM
Day split threshold: 03:00 AM****
Step 5: Click on Schedule.
Step 6: Select the employee.
Step 7: We can change the shifts for any day in the week.
Step 8: Click on publish.
Step 9: Add the From and To date as per the shifts.
Step 10: We also have an option of recur forever i.e., this is will be a one time activity and it recurs till next FY year.
To clear shift click on the check mark of the user and click publish dropdown and clear shifts
- Select a user or all the users by clicking on the check mark.
- Select clear shifts.
- Select confirm and clear this would clear all the shifts assigned to the selected user.
Difference Between Schedule and Overview
- Schedule
Use this when you want to adjust shifts for a specific day of the week (e.g., every Monday).
- Overview
Use this when you need to modify shifts for a particular calendar date (e.g., January 15, 2025).
Updated on: 03/07/2025
Thank you!