You can create shifts by defining the position, department, location, and schedule. Follow these steps:
On Weekly planning page:
Click on Create a new shift button at top right
Step 1 - Basic Information & Skills
Start by entering the core details of the shift.
Enter the core details of your shift:
Shift name: Internal reference only (workers won't see this)
Position: The role required (e.g., Social Care Officer)
Backup position (optional): A secondary role that can cover the shift
Skills (optional): Add required skills from your organisation's list
Click Continue when all required fields are completed.
Step 2 - Department & Location
Define where the shift takes place:
Select the Department
Choose an existing location or create a new one
New locations are saved automatically for future use
Once complete, click Continue.
Step 3 - Schedule & Timing
Normal Shift: Single day or consecutive days with the same times
Set start/end dates and times
Custom Schedule: Specific days of the week within a date range (e.g., Mon/Wed/Fri for 3 weeks)
Select days of the week
Set date range and times
Recurring Shift: Long-term repeating pattern (e.g., every Monday until year-end)
Each occurrence is created as a separate shift that can be individually managed
Select days of the week and repeat frequency
Set start date, repeat until date, and times
Tip: Use the + button to add multiple time slots (e.g., morning and afternoon sessions).
Once all timing details are completed and validated, click Continue to move to the next step
Step 4 — Notes & Configuration
Add optional details:
Notes: Information workers need before the shift
Cover Reason: Select from preset options (if enabled)
Shift Type: Choose type if your organisation uses multiple types, such as Standard, Sleep In, or On-Call (if enabled)
Step 5 - Review & Submit
Review your shift summary. Use Back to make changes, or click Create Shift to finish.
Your new shift will appear on the Weekly Planning page.