1. In the Schedule module, click on the View button and select Daily view
Then choose the desired day using the arrows and the calendar.
2. In the line of the position (on the left) for which you want to create a shift, press the green + on the schedule to create the shift.
3. The following window will open. Enter relevant information in the Create Shift window
Select the User that will be assigned to the shift, by entering his or her name in the search bar. To ensure that the user can be assigned to this shift, you can check these options:
- Hide unqualified users: this will depend on the Position that will be assigned to the shift, if a user is not qualified for the position you have chosen, he will not be present in the list
- Hide ineligible users: this will depend on his availability, for example, if he is on leave that day, he will not be eligible and will not be present on the list
- To determine the qualifications and eligibility of an employee, see our article Create an employee
Make sure that the Shift Start and End Times are what you indicated in Step 2, this information is essential
- Some shift templates are preregistered in the gray section, you can choose one of these to fill in your shift information more easily
You can leave a Comment to give more details about the shift, the assigned employee will be able to see this comment
Press Submit to see your shift appear in the schedule.
To find more information about the recurrence or to create multiple shifts, you can refer to our articles at the bottom of the page.
4. Once the schedule is done for your team, the last step is to publish the schedule to inform your employees.
