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Shift Management

This guide covers how to schedule, manage, and track shifts in Taskr.

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Accessing Shifts

Shift management is part of the scheduling and operations modules. Access through:

• Schedule in the sidebar
• Operations > Scheduling
• Direct URL: /schedule

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Shift Overview

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What is a Shift?

A shift represents a scheduled work period for an employee, including:

• Start and end time
• Assigned location or job
• Break times
• Special instructions

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Shift Dashboard

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Creating Shifts

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Quick Add

1. Navigate to Schedule
2. Click on date/time slot
3. Fill in shift details:
   • Employee (required)
   • Start Time (required)
   • End Time (required)
   • Location/Job
   • Notes
4. Click Save

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Detailed Shift Creation

1. Click Create Shift or +
2. Complete all fields:

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Creating Multiple Shifts

For bulk shift creation:

1. Click Create Multiple
2. Select employees
3. Set date range
4. Define shift pattern
5. Review and confirm

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Shift Patterns

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Using Templates

Create reusable shift patterns:

1. Go to Settings > Shift Patterns
2. Click Create Pattern
3. Define:
   • Pattern name
   • Days of week
   • Start/end times
   • Break schedule
4. Save pattern

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Applying Patterns

1. Select employees
2. Click Apply Pattern
3. Choose pattern
4. Set start date and duration
5. Generate shifts

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Common Patterns

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Viewing Shifts

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Calendar View

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Filters

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Editing Shifts

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Quick Edit

1. Click on shift in calendar
2. Modify details
3. Click Save

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Drag and Drop

In calendar view:

• Drag shift to new time
• Drag to new date
• Extend/shorten by dragging edges

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Bulk Edit

1. Select multiple shifts
2. Click Bulk Edit
3. Apply changes
4. Confirm

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Shift Status

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Status Types

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Completing Shifts

Shifts can be marked complete:

• Automatically via time tracking
• Manually by manager
• Through timesheet approval

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Open Shifts

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What are Open Shifts?

Unassigned shifts that need coverage.

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Creating Open Shifts

1. Create shift without employee
2. Mark as Open
3. Eligible employees can claim

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Claiming Open Shifts

Employees can:

1. View open shifts
2. Click Claim
3. Shift assigned to them

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Shift Swapping

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Requesting a Swap

1. Open your shift
2. Click Request Swap
3. Select employee to swap with
4. Submit request

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Approving Swaps

Managers can approve/reject swap requests:

1. Review swap request
2. Check both employees’ availability
3. Approve or reject

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Availability

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Employee Availability

Track when employees are available:

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Setting Availability

Employees can set their availability:

1. Go to My Schedule
2. Click Set Availability
3. Define available times
4. Save

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Notifications

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Shift Notifications

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Reporting

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Shift Reports

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Exporting

1. Select date range
2. Choose report type
3. Apply filters
4. Export to CSV/Excel

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Integration

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With Timesheets

• Shifts auto-populate timesheets
• Compare scheduled vs actual
• Track overtime automatically

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With Jobs

• Assign shifts to specific jobs
• Job scheduling visibility
• Resource allocation

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With Leave

• Leave shows on schedule
• Prevents scheduling conflicts
• Coverage planning

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Best Practices

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Planning

• Schedule in advance
• Consider employee preferences
• Balance workload fairly
• Plan for contingencies

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Communication

• Notify changes promptly
• Allow adequate swap time
• Publish schedules early
• Use reminders

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Compliance

• Follow labor laws
• Track rest periods
• Monitor overtime
• Document changes

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Troubleshooting

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Common Issues

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