Creating a Shift

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To create a new shift, go to the Scheduling page and click on the “Create a shift” button or on the corresponding cell in the grid. A pop-up form will appear, where you can enter the following information:

DETAILS:

Start date/time
End date/time
Category (optional)

EMPLOYEE:

Employee (optional) – select an employee from the list, incliding employees of the selected company division
Is Employee Pinned (becomes active once you select an employee) – If you use automatic scheduling, you can assign a specific employee using pinning, and this assignment won’t be changes with auto-scheduling.
Notified employee (not editable field) – indicating the employee to whom the shift has been published and who currently knows that they are assigned to it.
Template employee (not editable filed) – an employee appears when the shift is created from a rotation with a rotation employee.

SPOT:

If you create a shift using the “Create a shift” button, you choose the spot where the shift will be performed.

Once the Spot is chosen, you will see the skills (must-have and good-to-have) needed for that Spot.

REQUIRED SKILLS:

If the spot has declared skills, these are automatically added to the shift when it is created. The user can then remove any skills that are not necessary for the specific case.

Additionally, complementary skills can be declared either in the shift template or in each individual shift. The process involves selecting the skill type and then the specific skill from the available list. The skill is added to the Required Skills, where it can be marked as mandatory or desirable.
For mandatory skills, there is also the option to specify the required level by choosing one of the following: any level, the highest available, or the lowest available.

You can also use the Notes field to add more information for the shift.

Quantity: This field allows you to specify how many shifts will be automatically created based on your entry.