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Shifts

Overview

The Shifts page is where you can view, create, and manage all your shifts. This central hub allows you to keep track of upcoming and past shifts, assign workers, and monitor staffing levels.

Key Features

  • Shift List: View all your shifts in an organized list format
  • Date Navigation: Browse by month or day to see scheduled shifts
  • Staffing Status: See at a glance which shifts are fully staffed and which need attention
  • Color Coding: Quickly identify shift status by color (e.g., fully staffed, partially staffed)

Common Tasks

Creating a New Shift

  1. Click the “New Shift” button at the top of the page
  2. Fill in the required details (date, time, location, workers needed)
  3. Save the shift to make it available for staffing

Managing an Existing Shift

  1. Click on any shift in the list to view its details
  2. Use the form fields to modify shift information
  3. Add workers directly from the shift details page

Staffing a Shift

  1. From the shift details, click “Invite Workers”
  2. Select workers based on your criteria
  3. Workers will receive notifications to accept or decline the shift
  4. Monitor the staffing status to ensure the shift is covered
  5. Workers will receive reminders as the shift date approaches

Using the Calendar View

  1. Click on the month name to see shifts in a monthly format
  2. Navigate between months to plan ahead or review past shifts
  3. Click on any date to see shifts scheduled for that day
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