Manage shifts
Create shifts, assign the right people, and review conflicts before publishing the schedule.
When creating shifts in Planning, clearly defining the assignee or required role helps maintain schedule quality and reduces operational confusion.
Create a new shift
Steps
1. Open Planning and create a new shift on the schedule.
2. Select the Resource or Employee if the assignee is already known.
3. Assign the proper Role for the work requirement, such as Bartender or Cashier.
4. Set the Start and End time for the working slot.
5. Fill in Allocated Time or an allocation percentage if needed.
6. Add a Note for any special instruction to the employee.
Important fields
| Fields | Trường dữ liệu | Description |
|---|---|---|
| Resource / Employee | Nguồn lực / Nhân viên | Person assigned to the shift, or left empty for an open shift. |
| Role | Vai trò | Function or position required for the shift. |
| Start / End | Bắt đầu / Kết thúc | Time boundaries of the shift. |
| Allocated Time / % | Thời gian phân bổ / % | Planned hours or percentage allocated to the shift. |
| Note | Ghi chú | Additional information sent to the shift assignee. |
Check conflicts
Key points
• The system warns when an employee is over-assigned or scheduled in overlapping shifts.
• Review warnings before publishing to avoid overloaded schedules or missing coverage.
• Pay extra attention when handling late shift changes or multi-role employees.