Skip to main content

Shift Scheduling & Management

The shift calendar is where you plan who works when. You create shift types (e.g. Morning, Afternoon), assign them to employees on specific dates, and use the calendar view to manage your schedule. This section covers how to set up shift types and how to use the calendar.

What You'll Learn​

In this section, you'll find guides for:

  • Understanding Shifts – Shift templates, custom shifts, colors, and overtime
  • Creating Shift Templates – Add, edit, and manage shift types in Organization Settings
  • Monthly Calendar View – Navigate, assign shifts, and use bulk operations
  • Weekly Calendar View – Work with the week view
  • Overtime Management – Mark shifts as overtime for full-time employees
  • Shift Statistics – Monthly totals, hours, cost, and overtime
  • Printing & Exporting – Print or save the schedule as PDF

Quick Navigation​

  1. Understanding Shifts – Templates, custom shifts, colors
  2. Creating Shift Templates – Set up shift types
  3. Monthly Calendar View – Assign and manage shifts
  4. Weekly Calendar View – Week view
  5. Overtime Management – Overtime shifts
  6. Shift Statistics – Monthly stats
  7. Printing & Exporting Schedules – Print or PDF

Key Concepts​

Shift template – Reusable type with name, start/end time, and color (e.g. "Morning" 08:00–16:00).

Custom shift – One-off shift: you enter start and end time for a single assignment; no template.

Calendar – Employees in rows, dates in columns. Assign shifts by clicking cells, using templates, or drag-and-drop.

Next: Understanding Shifts