Skip to content
Contact us
  • There are no suggestions because the search field is empty.

Setting Up and Managing Shift Types and Schedules

This guide explains how to set up new shift types and manage schedules effectively. It covers creating shift types, adding them to the schedule, managing split shifts, and recording actual hours worked.

Creating a New Shift Type

  1. Access Configuration Settings:

    • Go to the Setup Menu.

    • Select Configuration.

  2. Navigate to Schedule Settings:

    • Click the General.tab on the left side of the screen.

    • Use the green arrow to scroll down and select Schedule.

  3. Add or Edit Shift Types:

    • View and edit existing shift types, or click New to create one.

  4. Customize the Shift Type:

    • Enter a name (e.g., "Reception").

    • Choose a color code (displayed in the roster and employment book).

    • Mark whether the shift is Active and Payable (check the box if payable).

    • Allow Bookings, or Allow Check-Ins during the shift by selecting the respective boxes.

  5. Save the Shift Type:

    • Press Done to save your new shift type.

Adding a Shift to the Schedule

  1. Access the Schedule:

    • Go to the Tools Menu and select Schedule

  2. Add a New Shift:

    • Click on a cell corresponding to the employee and date (e.g., James on Tuesday, February 23).

    • Set Start and Finish times, selecting AM or PM as needed.

  3. Add Additional Details:

    • Include a break (deducted from employee hours but not the appointment book).

    • Add shift notes or appointment book notes as required.

  4. Save the Shift:

    • Press Done to save the shift.

Creating a Split Shift

  1. Enter First Shift:

    • Input Start and Finish times for Shift 1 (e.g., 10:00 AM to 4:00 PM).

  2. Add a Second Shift:

    • Press New and set times for Shift 2 (e.g., 5:00 PM to 9:00 PM).

  3. Review Shifts:

    • Confirm both shifts appear in the dropdown menu.

  4. Delete Shifts (if needed):

    • Select the shift and press Delete to remove it.

Recording Actual Hours Worked

  1. Track Actual Hours:

    • Once the shift is completed, record any differences between scheduled and actual hours.

  2. Adjust Times:

    • For example, if the employee worked until 5:30 PM instead of 5:00 PM, update the time in the schedule.

  1. Save Changes:

    • Press Done to finalize adjustments.

Key Takeaways

  • Flexible Scheduling: Easily create and manage different shift types.

  • Detailed Customization: Use color codes, notes, and split shifts for clarity.

  • Accurate Time Tracking: Record actual hours to ensure payroll accuracy.