In this article, you will learn how to create shifts.
Create regular shifts
To create a regular shift:
- Navigate to the account_circle Crew planner module.
- Locate the desired date and click the top row labeled 'Shifts'
- Configure the shift options.
- Click on Create shift
You can also create shifts from the Availability timeline:
- Navigate to the account_circle Crew planner module.
- In the Availability timeline, click on the crew member you want to create a shift for.
- In the pop-up that appears, click on 'Shift.'
- Follow the instruction above.
Shift options
- Shift name: the name of the shift
- From: the time when the shift starts
- Until: the time when the shift ends
- Total break time: the combined duration of all breaks taken during a shift
- Repeat: 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.
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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.
Note: When function planning overlaps with shift planning, the shift planning duration is ignored for the overlapping period. Therefore, the hours will not be calculated twice. - Crew members (quantity): the number of crew members needed for this shift
- Crew members: here, you can assign a crew member to the shift you create. You can also plan crew members on shifts or invite them.
- Vehicles: here, you can assign a vehicle to the shift you create.
- Add remark to crew planner: add a remark which will be used in the communications to the crew planner.
- Add remark to crew member: add a remark which will be used in the communications to the crew member.
- Add tags: here you can add tags to your shift and your crew members to find the right person for each job more easily and efficiently using the crew list. You can also filter on tags in the Crew planner.
- Extra input fields: you can use extra input fields to add additional information. Learn more here.
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:
- Navigate to the account_circle Crew planner module
- Locate the desired date and click on the top row labeled 'Shifts'
- Click on Default shifts
- Select + Create default shift
- Configure the default shift options.
- Click on Create default shift
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.
- Total break time: the combined duration of all breaks taken during a shift
- Start time (Optional): the default start time of the shift
- End time (Optional): the default end time of the 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.
- Quantity: the number of crew members needed for this shift
- Add remark to crew planner: add a remark which will be used in the communications to the crew planner.
- Add remark to crew member: add a remark which will be used in the communications to the crew member.
- Add tags: here you can add tags to your shift and your crew members to find the right person for each job more easily and efficiently using the crew list. You can also filter on tags in the Crew planner.
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