How to Create a New Shift

Follow the steps below to create and assign a shift in Shift Planner.

1. Click the + Add Shift button in the upper right corner or within a time slot corresponding to a specific employee.
   The Add Shift flyout will open on the right side.
2. Enter a shift Name.
3. Select Assign To.
   
   
   • Choose Specific Employee(s) and select one or more employees from the list.
     • Remove any selected employee using the “x” next to their name
     • Or choose Custom to set assignment rules using filters and AND/OR conditions.
       
       
4. Select the Date for the shift.
5. Set the Start Time and End Time (required).
   
   
   • Times are listed in 30-minute intervals.
     
     
   • Shifts that pass midnight will be displayed under the date where the shift begins.
     
     
6. Enter a Note if needed.
7. Click Repeat Shift to create a recurring schedule.
   
   
   • Select Days or Weeks
   • Set the frequency and an Ends On date
   • Recurring shifts will appear across the selected timeframe
     
     
8. Resolve any time conflicts if shown.
   
   
   • If any assigned employee already has a shift during this time, a warning appears.
9. Save your shift:
   
   
   • Save as Draft - visible only to the creator until published
   • Publish - shift is placed on the calendar for all assigned employees and displayed in color
   • Cancel - you will be asked whether you want to discard your changes.
     
     

Below you can find a short video demonstrating this process: