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Creating, editing and publishing a shift

Add shifts to the roster, make changes, and publish them so employees can see when they are working.

Create a shift

  1. Go to the location you are rostering

  2. Open the schedule

  3. Click on a day

  4. Select which employee you are rostering

  5. Enter any notes you wish to share with the employee for that shift (this is not mandatory)

  6. Input the shift times

  7. Select an area the employee will be rostered for

  8. Add a break if required

  9. Ensure GPS check-in is enabled/disabled as per your preference

  10. Save the shift

The shift will now appear in the roster.
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Edit a shift

  1. Click on the shift you want to update

  2. Change the details ad required (time, employee, are etc.)

  3. Save your changes

You can update shifts at any time before or after publishing.

What to check before publishing

Before publishing, make sure:

  • all shifts are assigned to the correct employees

  • times and dates are accurate

  • the correct location and areas are used
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Publish shifts

  1. Review the roster

  2. Select Action on the schedule

  3. Click Select Shifts

  4. Click each checkbox on the shifts you wish to publish or use the Select All button from the action menu

  5. Click Publish / Update shift from the action dropdown

  6. Select the status 'Publish' if not already selected

  7. Select if you wish to notify your employees or not

  8. Select Perform Update to proceed

Once published, employees will be able to view their shifts and will be able to clock in and out of their shifts

Once this is done, your roster is ready for your team.

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