Use the Schedule to create, edit and manage shifts for your team. Shifts can be assigned to employees, areas and roles, and can be created as one-off, recurring or overnight shifts.
Creating a shift
Clicking on day
Go to Schedule.
Select an empty cell in the roster.
Choose the employee, area and role
Enter the start and finish times.
Add any breaks or notes if required.
Click Save.
The shift will be saved as a draft until it is published.
Dragging an employee onto a day
Click on drag the employee to a day
Drop the employee
If the employee is unavailable, a warning will show.
Note: You can also drag and drop an employee on an empty shift.
Creating leave from the Schedule
Leave can be added directly from the same window used to create shifts.
Select an empty cell in the roster
Change the entry type from Shift to Leave
Complete the leave details
Click Save
Moving shifts to another Employee
Open the shift window and change the assigned employee:
You can also copy & paste a shift to
Another employee
Another day
Another position on the roster
To copy a shift, click on the Copy button, and use the paste button on a day cell
Copying shifts
To save time when building rosters, shifts can be copied and pasted.
You can:
Copy individual shifts
Copy an employee's week
Copy an entire roster into another period by using the Copy Current Week to Another under the Actions
Making changes to existing shifts
Select any shift to:
Change start and finish times
Update the assigned employee
Change the area or role
Add or update notes
Delete the shift
Deleting a shift
Go to the Schedule
Select the shift you want to remove
Select the ellipsis
Select Delete or Delete & notify
Confirm the deletion to proceed
The shift will be permanently removed from the roster.
What happens after deletion
Once deleted, the shift is removed from the roster and any published notifications are withdrawn. The employee will no longer see the shift.
Undo roster actions
Accidently made a change to the schedule by mistake? Simply undo the change as shown below.
1. Select Actions from the schedule
2. Select Undo / Restore Shifts
To undo a change make select Undo on the relevant action
To restore a deleted shift, select Restore on the relevant shift/s
