Creating shift templates and building the team schedule
Shift templates
Web: Schedule → Shift templates. App: Business → Shift Settings → Shift templates.
- Enter a name, start–end time (an earlier end = past midnight), late tolerance, suggested early arrival, and a color.
- Deleted shifts are archived; past attendance stays intact.
Schedule pattern per employee
Click an employee's name in Team schedule:
- Weekly pattern repeating every 1–8 weeks (e.g. odd weeks morning, even weeks afternoon).
- Daily rotation of 2–56 days for rotating teams (e.g. 2 mornings, 2 nights, 2 off).
Change a single day
Click a date cell in the team schedule to change the shift or give a day off without breaking the pattern. Date changes always win over patterns and holidays.