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Plan the weekly roster

Set each employee's shifts for the week, copy last week, and manage your shift types.

The Shift Calendar shows one week's shifts, Monday to Sunday. Owners and admins plan the roster here.

Who can do this

  • Owners and admins edit the roster and the shift types, outside the demo workspace.
  • Managers see their own shifts and those of the people who report to them.
  • Everyone else sees their own shifts.

Steps

Set the week's shifts

  1. Open HR, then Shift Calendar under Attendance.
  2. Use the arrows or This week to pick the week.
  3. In the Shift grid, pick a shift in each cell, or — for none. Changed cells are marked until you save.
  4. To fill the empty cells from the week before, click Copy last week.
  5. Click Save week. To throw your changes away instead, click Discard.

Inactive employees are shown but cannot be changed.

Manage shift types

  1. Under the grid, click Shift types.
  2. Click Add a shift type, or Edit next to an existing one.
  3. Fill in the Name (up to 40 characters) and pick a Colour.
  4. Tick An off day (no times), or set Starts and Ends. A shift that ends at or before its start runs overnight. Leave both times empty for a shift with no set hours.
  5. Click Add type or Save type.

Click Archive to stop a type being picked. Past shifts keep it. Click Bring back to use it again.

Common problems

  • "One of those shift types is archived, so it cannot be picked. Choose another type."
  • "One of those employees is inactive, so their shifts cannot be changed."
  • "There is already a shift type with that name."
  • "Nothing to copy: last week has no shifts for the empty cells."

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