Features

Shift Scheduling

Learn how to assign shifts, manage weekly schedules, and track workforce hours using the Shift Scheduling module.

What Is Shift Scheduling?

The Shift Scheduling module allows managers to plan and manage employee work schedules across a weekly calendar view.

It supports:

  • Assigning shifts to individual or multiple employees
  • Managing schedules by department
  • Tracking scheduled and net working hours

The main scheduling interface displays a weekly calendar grid.

Layout

  • Week navigation controls to move between weeks
  • Employee list grouped by department
  • Daily columns (Mon–Sun) representing the selected week
The schedule updates dynamically as you navigate between weeks.

Schedule Grid

The grid provides a structured view of shifts across employees and days.

  • Each row represents an employee
  • Each column represents a day of the week

Shift Blocks

Each scheduled shift displays:

  • Shift timings
  • Shift type (e.g., Regular, On-call, Flexible)

Empty cells allow managers to quickly add new shifts.

Shift timings and types can be configured in Time & Projects settings.

Weekly Summary

The summary panel provides real-time insights for the selected week.

MetricDescription
Shifts This WeekTotal number of scheduled shifts
Total ScheduledTotal hours including breaks
Net HoursScheduled hours excluding breaks
Employees ScheduledNumber of employees assigned shifts
All metrics update automatically as shifts are added or modified.

Creating a Shift

  1. Navigate to Shift Scheduling.
  2. Select a date or empty cell in the schedule grid.
  3. Open the Add Shift form.
  4. Enter shift details.
  5. Save the shift.

Shift Details

Department

  • Select a department to filter employees
  • Defaults to All Departments

Employees (Required)

  • Select one or multiple employees
  • Use search to quickly find users
  • Use Select All for bulk scheduling

Date (Required)

  • Choose the shift date
  • Defaults to the selected calendar date

Time

  • Start Time and End Time define the shift duration
  • Time picker ensures accurate input

Shift Type

Select a predefined category:

  • Regular
  • On-call
  • Flexible

(Available options depend on organization configuration)


Break Duration

  • Enter total unpaid break time (in minutes)
  • Automatically deducted from total scheduled hours
  • Affects Net Hours in the Weekly Summary

Notes

  • Shift configurations depend on organization settings
  • Schedule data updates in real time
  • Access and editing permissions depend on user roles