By default, administrators and employees with a permission profile that allows them to see and edit shifts can create shifts in Workfeed. Here's how to:
Creating a shift
You can easily create shifts by clicking anywhere in the schedule. When you do this, a drop-down menu with several options will appear, including the ability to create a new shift.
The different fields of a shift
After you create a new shift, you can specify it. For instance, you can specify which role is associated with the shift, which employee should be assigned (or none), the time span, break, and possible comments. Below you will find a brief explanation of each field:
A role, in the image below shown as "manager", is a way of indicating what work the person assigned to a shift will perform. You can create your roles and assign them to suitable employees.
The assigned employee will be the one carrying out the shift.
The time span refers to the start and end times of a shift.
The break refers to the amount of break the employee can take in this shift. You can manage break rules in the settings.
The comment section, shown as 💬, allows you to leave a comment on someone's shift or for everyone working that day.
Publishing shifts
When you create new shifts, they are not immediately visible to your employees. As long as there is a blue line next to a shift, it means that it has not been published yet, which means that the shifts are only visible to administrators and employees with a suitable permission profile.
You can publish all shifts within the displayed period (see screenshot) at once, or publish shifts individually. Once the shifts are published, your employees will be notified and able to view them. Should you publish an unassigned shift, it will be added to the list of available shifts. You can read more about this here.
Publishing all shifts within the displayed period at once
Clicking the blue 'Publish' button at the top right of the screen will publish all shifts within the selected period at once. The number behind it indicates how many shifts there are.
Publishing individual shifts
To publish only a single shift, you can right-click on the corresponding shift. Here you will find the 'Publish shift' option. When you click on this, only this shift will be published. You can also use the filter by clicking the funnel icon and filtering the view, and then publishing only the displayed shifts.
FAQ
Who can create shifts?
Anyone with permission to create shifts can create shifts. Read more about permission profiles here.
Can I authorize my employees to create their own shifts?
Yes, you can. When you go to the settings (click ⚙️ at the top right) and navigate to 'Schedule', you can find 'Allow employees to add their own shifts' at the bottom. When you activate this setting, employees will be able to create shifts (only for themselves). The shifts they create will be sent to you for approval. Learn more about approving shifts here.
Can I edit published shifts?
Yes, you can. Simply click on the shift you want to edit, and you will see the 'Edit shift' option. When you click on this, you can make changes. When you are done making the changes, you can click 'save' at the bottom to save the changes and notify the assigned employee.
How can I unpublish shifts?
To unpublish a shift, simply right-click on the relevant shift, copy it, and paste it again. Once you’ve done this, you can delete the shift you originally copied from, and you will then have a new identical shift that is not published yet.I need to make changes to my whole schedule. Can I edit many shifts at once?
Yes, you can bulk edit shifts and avoid making manual changes to shifts individually. Read more about it here.