How to Create a Shift
Creating shifts is a core function of schedule management. This guide describes all available shift creation methods and options.
How to Open Shift Creation Dialog
Go to Schedule (Rota) section
Select the desired month
Click any calendar cell in an employee's row
The shift creation dialog will open.
Employee Selection
In the first dialog section, select an employee:
Search field - enter employee's name, surname, or role
Employee avatar and role are displayed
You can only change the employee when creating a new shift
Shift Type
Choose the shift type based on the employee's work nature:
Shift
Regular work shift. Most common choice.
Sick Leave
Mark sick leave period. Automatically:
Sets 8-hour duration
Disables breaks
Paid Vacation
Employee's paid vacation. Automatically:
Sets 8-hour duration
Disables breaks
Unpaid Vacation
Unpaid leave. Automatically:
Sets 8-hour duration
Disables breaks
Training
Mark training sessions.
Work Zone
Select the work zone where the employee will work:
Zones are displayed with color indicators
Examples: Kitchen, Dining Area, Bar, Checkout
If the employee has a default zone, it will be selected automatically
Date and Time
Start Date
Select the start date:
Can select dates up to 1 year in advance
Format: YYYY-MM-DD
Time
Set the shift time:
Start Time - when the shift begins (e.g., 09:00)
End Time - when the shift ends (e.g., 17:00)
Duration - displayed automatically (e.g., 8h 0m)
Overnight Shifts: If end time is earlier than start time, the system automatically sets the next day.
Templates
Templates allow you to quickly create shifts with preset times and breaks.
How to Use a Template
Select a template from the list
The system will automatically fill in:
- Start time
- End time
- Paid break
- Unpaid break
Create a New Template
If you see "Create Template" suggestion:
Click the button
Enter template name
Select locations where the template should be used
The system will save the current configuration
Location
If the organization has multiple locations:
Select a location from the list
If the employee has a default location, it will be selected automatically
Breaks
Set breaks during the shift:
Unpaid Break
Break that is not paid to the employee
Examples: lunch break
Enter duration in hours (e.g., 0.5 = 30 minutes)
Work Hours Calculation: Total shift - Unpaid break
Paid Break
Break that is paid to the employee
Examples: coffee break
Enter duration in hours (e.g., 0.25 = 15 minutes)
Work Hours Calculation: Included in work time
Note: Breaks are not available for leave-type shifts.
Recurring Shifts
Create multiple shifts at once using the recurring feature.
How to Enable
Check the "Recurring Shift" checkbox.
Recurrence Frequency
Daily - shift repeats every day
Weekly - select days of the week:
Check desired days (M, T, W, T, F, S, S)
Example: Check M, W, F for work days
Monthly - shift repeats on the same day of the month
Example: 15th day of each month
End Date
Select until when to repeat shifts:
Default: end of the month
Can select any date up to 1 year
Preview
The system will show how many shifts will be created:
Example: "Will create 12 shifts"
Notes
Add additional information about the shift:
Optional field
Examples: "Training day", "Extra help needed"
Saving the Shift
Single Shift
Click the "Create" button:
Shift will be created with "DRAFT" status
You'll see the shift in the calendar
Recurring Shifts
Click the "Create" button:
System will create all shifts according to the specified pattern
One API request creates all shifts
You'll see all shifts in the calendar
Shift Statuses
DRAFT
Newly created shift. Employee cannot see it yet.
PUBLISHED
Published shift. Employee can see it and clock in/out.
Note: To publish shifts, use the "Publish" button at the top of the schedule.
Frequently Asked Questions
Can I create a shift for a future month?
Yes. You can select dates up to 1 year in advance.
What happens if the end time is earlier than the start time?
The system automatically sets the end date to the next day (overnight shift).
Can I edit a shift later?
Yes. Click on the shift in the calendar and edit all fields.
How many recurring shifts can I create at once?
Practically unlimited, but recommended up to 1 month.
Are templates available to all employees?
Templates are assigned to specific locations. Each location can have different templates.
How do I delete a template?
Open templates dialog
Select the template
Click the "Delete" button
Can I change breaks when using a template?
Yes. After selecting a template, you can manually change any field, including breaks.