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 My Schedule read-only unless they have swap/claim rights.

Shift areas

Area	Path	Purpose
My Schedule	/dashboard/hr/shifts/my-schedule	Employee’s own assignments
Roster	/dashboard/hr/shifts/roster	Team roster planning
Swap Board	/dashboard/hr/shifts/swaps	Shift swap requests (shifts.request_swap)
Templates	/dashboard/hr/shifts/templates	Reusable shift definitions
Overtime	/dashboard/hr/shifts/overtime	Overtime management (shifts.manage_overtime)
Settings	/dashboard/hr/shifts/settings	Module settings (shifts.manage_settings)

Build a schedule

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

Draft schedules stay editable until published. After publish, changes notify affected employees when notifications are enabled. Staff can request swaps on the Swap Board when permitted; managers handle overtime on the Overtime page.

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[My Schedule / Swap Board]
  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 on My Schedule; swap and overtime actions require the matching shifts.* permissions.