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Creating Shift Templates

Shift templates are managed in Organization Settings. You need the right permissions (e.g. admin or owner) to create or change them.

Accessing Shift Management​

  1. Go to Dashboard.
  2. Open Organization Settings.
  3. Go to Shift Management (or Shifts / Shift configuration, depending on your menu).

You can also open Shifts (the schedule calendar) and use Configure shifts or Settings to reach the same place.

Creating a New Shift Type​

  1. In Shift Management, click Add shift or New shift (or similar).
  2. Enter:
    • Name – e.g. "Morning", "Afternoon", "Night".
    • Start time – when the shift begins (e.g. 08:00).
    • End time – when it ends (e.g. 16:00). You can use times past midnight for night shifts (e.g. 20:00–04:00).
    • Color – pick one of the options so the shift is easy to recognize on the calendar.
  3. Save. The new template appears in the list and can be used when assigning shifts.

Setting Shift Times​

  • Use Start time and End time in the form.
  • Times are usually in 24‑hour format (e.g. 14:00 for 2:00 PM).
  • For overnight shifts, end time is the next day (e.g. start 20:00, end 04:00).

Choosing Shift Colors​

  • When creating or editing a template, choose a color from the list.
  • Use different colors for different shift types so the calendar is easy to read at a glance.

Editing Shift Templates​

  1. In Shift Management, find the shift type.
  2. Open the menu or click Edit.
  3. Change name, start time, end time, or color.
  4. Save.

Existing assignments keep using the template. If you change the template's times, you may need to decide whether to update future assignments; that depends on how your organization uses the tool.

Deleting Shift Templates​

  1. In Shift Management, find the shift type.
  2. Open the menu or Delete.
  3. Confirm.

Note: You usually cannot delete a template that is still used on the calendar. Remove or reassign those shifts first, then delete the template.

Next: Monthly Calendar View