Shift scheduling

Shifts helps you build rosters, publish schedules, and keep frontline coverage aligned with approved leave.

Please note:

• Approved leave from Leave requests and approvals blocks conflicting slots — resolve overlaps before publish so Payroll and tax reads accurate worked hours.
• Only users with shift-management permissions can edit published rosters; employees see assignments read-only in My Info.

Build a schedule

1. Open Shifts and select a location or department — rosters filter by the department on each Manage employees and profiles record.
2. Define shift templates (start, end, break rules)
3. Assign employees to open slots for the week or month
4. Publish so staff see their roster in self-service

Draft schedules stay editable until published. After publish, changes notify affected employees when notifications are enabled.

Shift types

Shift type	Best for	Notes
Fixed	Retail, front desk	Same hours each day
Rotating	Warehouses, call centers	Cycle through bands
Split	Hospitality peaks	Lunch and dinner blocks
On-call	Field teams	Minimal hours until activated

flowchart TD
  A[Create shift templates] --> B[Assign employees to slots]
  B --> C{Conflicts?}
  C -->|Leave overlap| D[Adjust assignment]
  C -->|None| E[Publish roster]
  D --> B
  E --> F[Employees view in My Info]
  E --> G[Payroll reads worked hours]

Conflicts and coverage

The scheduler flags overlapping leave, double bookings, and understaffed windows. Resolve conflicts before publish so Payroll and tax and attendance stay accurate. Filter rosters by department when Departments and hierarchy scopes are configured. Managers approving Leave requests and approvals should refresh the draft roster when they accept time off during published weeks.

Permissions

Only users with shift-management permissions can edit published rosters. Employees typically see their own assignments read-only.