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Creating and Managing Custom Shift Types

Step-by-step guide to creating, editing, deactivating, and deleting custom shift types, including category constraints and real-world examples.

Written by Backoffice
Updated over a week ago

This guide walks you through creating, editing, deactivating, and deleting custom shift types.

Creating a Custom Shift Type

  1. Go to Schedule → Settings → Shift Types

  2. Click Create Shift Type

  3. Fill in the form:

Required Fields

  • Code — A short internal identifier (e.g. BUSINESS_TRIP, DVIGUBA). Uppercase letters, digits, and underscores only. Must be unique within your organisation. Cannot be changed after creation.

  • Category — Choose WORK, ABSENCE, or MARKER. Cannot be changed after creation.

  • Label (English) — Display name shown to English-speaking users.

Recommended Fields

  • Label (Lithuanian) — Display name for Lithuanian-speaking users. If left empty, the English label is used.

  • Colour — Pick a hex colour (e.g. #FF709B). This colour appears as the shift background on the calendar.

  • Icon — Choose from 25+ icons (plane, briefcase, hospital, baby, etc.). Shown on calendar cells and shift lists.

  • Tabelis Code — Short code for the Lithuanian payroll tabelis report (e.g. 2X, BT, K). See the Tabelis article for details.

Behaviour Toggles

Configure how this type behaves:

  • Cost Multiplier — Payroll rate. 1.0 = normal, 2.0 = double, 0 = unpaid. (MARKER forces 0.)

  • Counts Toward Norm — Include hours in monthly work norm calculations.

  • Deducts From Norm — Subtract hours from the norm (useful for absences).

  • Eligible for Date Premiums — Apply night/weekend/holiday premiums.

  • Requires Confirmation — After the shift ends, hours must be confirmed by the employee or manager.

  • Is Clockable — Allow clock-in/out via mobile app or tracking device.

  • Requires Document — Auto-generate a document when an absence of this type is approved. When enabled, you must also select a Document Template.

4. Click Create

MARKER Category Constraints

When you select MARKER as the category, the system automatically enforces:

  • Cost Multiplier = 0 (field disabled)

  • Counts Toward Norm = No (field disabled)

  • Is Clockable = No (field disabled)

  • Requires Confirmation = No (field disabled)

These constraints cannot be overridden. Markers are always zero-cost, non-clockable, and informational.

Editing a Custom Shift Type

  1. Click on a custom type in the list

  2. Click Edit

  3. Modify any field except Code and Category (these are locked after creation)

  4. Click Update

Changes take effect immediately on new shifts. Existing shifts that already use this type will pick up display changes (colour, icon, label) but their recorded hours and calculations are not retroactively changed.

Deactivating vs Deleting

Deactivating (Recommended)

Set Is Active to No in edit mode. The type:

  • Disappears from shift creation dropdowns

  • Still appears on existing shifts that use it

  • Can be reactivated at any time

Deleting

Click Delete on the custom type. This only works if:

  • No existing shifts reference this type

  • No absence requests reference this type

If the type is in use, the system will show: "Cannot delete a custom shift type that is in use. Deactivate it instead."

Deletion is a soft-delete — the record is hidden, not permanently removed.

Sort Order

The Sort Order field controls where this type appears in dropdown menus. Lower numbers appear first. Types with the same sort order are sorted alphabetically by label.

Real-World Examples

Double-Rate Shift (WORK)

Field

Value

Code

DVIGUBA

Label

Shift 2x

Label (LT)

Pamaina 2x

Category

WORK

Cost Multiplier

2.0

Counts Toward Norm

Yes

Is Clockable

No

Colour

#FF709B

Icon

party-popper

Tabelis Code

2X

Medical Appointment (ABSENCE)

Field

Value

Code

MEDICAL_APPT

Label

Medical Appointment

Label (LT)

Medicinos vizitas

Category

ABSENCE

Cost Multiplier

1.0

Deducts From Norm

Yes

Requires Document

Yes

Document Template

(select your template)

Colour

#EF4444

Icon

hospital

Tabelis Code

K

Day-Off Marker (MARKER)

Field

Value

Code

LAISVADIENIS

Label

Day-off

Label (LT)

Laisvadienis

Category

MARKER

Cost Multiplier

0 (forced)

Colour

#000000

Tabelis Code

P

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