Skip to main content

How to create and plan shifts

Add shifts to the work schedule using templates, manual entry, or drag-and-drop.

Written by Merilin Peetris
Updated today

Shifts define when employees are expected to work. You can add shifts using pre-configured templates or enter times manually. This feature is available to Admins and Managers with schedule editing permissions.

Using the template sidebar

The fastest way to add shifts is using the template sidebar on the left side of the scheduler. It has two sections: Shifts and Absences, listing all your configured templates.

To add a shift from the sidebar:

  1. Click or drag a shift template from the sidebar onto the desired employee row and date.

  2. The shift is created with the template's pre-configured times, pauses, and settings.

Adding a shift manually

You can also create shifts directly on the calendar:

  1. Double-click on the desired date for an employee, or right-click and select Add.

  2. The event modal opens with a Default shift (08:00–16:30) pre-filled.

  3. Configure the shift:

    • Type — choose Shift or Absence

    • Sub type — select a specific shift or absence template (e.g., Morning shift, Vacation). Once selected, the remaining fields are automatically filled from the template.

    • Start time and End time — adjust if needed

    • Object — optionally assign a work site/location

  4. Click Save changes.

Copying and pasting shifts

For manual planning, you can:

  • Copy and paste individual shifts using right-click → Copy, then right-click → Paste on another date.

  • Select multiple shifts by holding the left mouse button and dragging across several shifts, then copy/paste or move them all at once.

Publishing shifts

After planning, you need to publish the schedule to make it visible to employees. Click the Publish button in the top toolbar. Only users with publish permissions (typically Admins) can do this.

For repeating patterns, see How to plan repeating shifts. For absences, see How to add absences to the work schedule.

Did this answer your question?