In this article, you will learn how to create shifts.

Create regular shifts

To create a regular shift:

create recurring shifts days of the week.gif

  1. Navigate to the account_circle Crew planner module.
  2. Locate the desired date and click the top row labeled 'Shifts'
  3. Configure the shift options.
  4. Click on Save

Shift options
  • Shift name: the name of the shift
  • From: the time when the shift starts
  • Until: the time when the shift ends
  • Quantity: the number of crew members needed for this shift
  • Available for scheduling on other functions: if you choose yes, this shift will not block availability for crew members. If you choose no, the crew members planned for this shift will show as unavailable during the time of the shifts.
  • Recurrence pattern: if you want to create a recurring shift, you can set up the recurrence pattern here. Please note that if you do not select an end date for your recurrence, only one shift will be created.
  • Crew member: here, you can assign a crew member to the shift you create. You can also plan crew members on shifts or invite them.
  • Remarks: fill a remark which will be used in the communications for crew planner or the scheduled crew members.
  • Tags: here you can add a tag to your shift and your crew members to find the right person for each job more easily and efficiently using the crew list.

Create default shifts

Setting default shifts speeds up the planning process because you can use them multiple times and do not have to recreate them every time you want to plan a shift.

To create a default shift:

create default shifts.gif

  1. Navigate to the account_circle Crew planner module
  2. Locate the desired date and click on the top row labeled 'Shifts'
  3. Click on Default shifts
  4. Select + Create default shift
  5. Configure the default shift options.
  6. Click on Save

Note: The default shift options (including tags, remarks, quantity, etc.) you configure when creating the default shift will be applied to all the shifts you create using this default shift. However, you have the option to edit details for each shift in the future.
For example, if the quantity of a default shift is set to two, but for one single shift, you need three crew members, you can edit the shift and set the quantity to three. This will not change the options of your default shift.

Default shift options
  • Shift name: the name of the shift
  • Duration: the duration of the shift. You can change the duration later if needed.
  • Quantity: the number of crew members needed for this shift
  • Available for scheduling on other functions: if you choose yes, this shift will not block availability for crew members. If you choose no, the crew members planned for this shift will show as unavailable during the time of the shifts.
  • Remarks: fill a remark which will be used in the communications for crew planner or the scheduled crew members.
  • Tags: here you can add a tag to your shift and your crew members to find the right person for each job more easily and efficiently using the crew list.
Was this article helpful?
0 out of 0 found this helpful