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How to create shifts?

A shift sets the days and hours a member is expected to work, and attendance is measured against it. Shifts are on the Plus and Premium plans.

Create a shift

  1. Go to Shifts in the left sidebar.
  2. Click Create Shift at the top right.
  3. Fill in the shift and click Create Shift.
    The Create Shift form: name, members, time zone, start date, recurring shift, shift type, working days, start and end time, required hours and repeat options
FieldWhat it sets
Shift NameThe name shown on the shift card and in reports
MembersWho works the shift, picked by member or by team. Apply to newly added members, too puts every future member on it
Select TimezoneThe time zone the times are typed in
Start DateThe first day of the shift, today or later
Recurring shiftOn for a shift that repeats; off for a one-day shift
Shift TypeStandard, Custom or Rotating, as below
Select working daysThe days of the week the shift repeats on
Start Time and End TimeThe working hours. Leave both empty for a flexible shift, as below
Required hoursThe hours a member must track on each shift day
Repeat optionsWeekly or Bi-weekly
Repeat untilThe last day of the shift; empty means no end

Standard, Custom and Rotating shifts

A Standard shift uses the same start and end time on every working day.

The shift form with the Standard type: one start and end time for every working day

A Custom shift has its own start and end time on each working day.

The shift form with the Custom type: a start and end time for each working day

A Rotating shift repeats a cycle of working days and rest days with their start and end times. A preview shows the coming schedule before you save.

The shift form with the Rotating type and the preview of the coming schedule

Flexible shift: required hours with no fixed times

A flexible shift sets the days and the required hours only. Its members work those hours at any time of the day, and attendance never marks them late or as having left early. A member who tracks less than the required hours is still marked as tracked less, and one who tracks nothing as absent.

  1. Fill in the shift and leave Start Time and End Time empty. Required hours must be above 0.
    The Create Shift form filled in with the Start Time and End Time left empty and 8 required hours
  2. Click Create Shift, then Continue in the prompt. Set times takes you back to the form instead.
    The prompt Save as a flexible shift, with the Set times and Continue buttons

The shift card then reads Flexible hours. A Standard, Rotating or one-day shift can be flexible; a Custom shift needs its times on each day. A start time without an end time, or the other way round, is refused.

An existing shift keeps its times until you edit it and clear both. A flexible shift sends no shift reminders, and it counts as the whole day when shifts are checked for conflicts.

Attendance settings

With Shifts on, the attendance settings hold the allowed deviation from the schedule and whether time tracking outside working hours is allowed. On the Pro plan, which has no Shifts, the attendance settings are more detailed and apply to the whole workspace: Attendance settings.

The attendance settings with Shifts on: the allowed deviation and tracking outside working hours

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