User Guide

Shift

Where: Admin portal → Masters → Shift
Route: /masters/shift

A shift is a named set of working hours: when the day starts, when it ends and when the lunch and other breaks are. Create your shifts here once, then pick them wherever a shift is asked for.

1. The Shift list

Shift list
Shift list

Column / controlWhat it shows or does
Shift NameThe name you gave the shift.
Is Open ShiftYes for a shift with no fixed hours, otherwise No.
Shift Start / Shift EndThe working hours, in 24-hour time.
Lunch Start / Lunch EndThe lunch break, if the shift has one.
Duration (Lunch)Length of the lunch break in minutes.
Other Start / Other End / Duration (Other)A second break, if the shift has one.
Final Shift DurationShift length minus both breaks, as hours:minutes (a 10:00–19:00 shift with a 30-minute lunch shows 08:30).
ActionsPencil = Edit, bin = Delete.
SearchNarrows the list as you type.
Show 50 / 100 / 150How many rows to show.
Add ShiftOpens the form to create a shift.

2. Add a shift

  1. Click Add Shift.

    Add Shift form
    Add Shift form

  2. Fill in the form.

    FieldNotes
    Shift Name*Required.
    Is Open Shift?No (default) for a timed shift; Yes for a shift with no fixed hours – see Open shifts.
    Shift Start Time*Required. Type the hour, minutes and AM/PM, or click the clock icon. The cross clears the field.
    Shift End Time*Required. A night shift can end the next morning – see Night shifts.
    Lunch Break Start / EndOptional. When you set the start, the end fills in 30 minutes later; change it if the break is longer or shorter.
    Other Break Start / EndOptional second break.
    Final Shift TimeCalculated for you: the shift length minus the breaks. It updates as you type.

    If you leave the name empty and click Save, the field turns red and says "Shift Name is required."

    Shift Name is required
    Shift Name is required

    Form filled in
    Form filled in

  3. Click Save. A Shift saved – Success. Created. message confirms it. Click Got it.

    Shift saved
    Shift saved

  4. The new shift is in the list. Use Search to find it.

    New shift in the list
    New shift in the list

Night shifts

Set an end time that is earlier than the start time – for example 06:00 PM to 02:00 AM – and the shift ends on the next day. Under Shift End Time the form shows the length of the shift and the line This shift ends the next day, and Final Shift Time counts across midnight.

A shift that ends the next day
A shift that ends the next day

Open shifts

Choose Yes under Is Open Shift? and the time and break fields disappear – only the name is needed.

Open shift form
Open shift form

3. Edit a shift

  1. Click the pencil on the shift's row. The form opens with the saved values.

    Edit Shift form
    Edit Shift form

  2. Change what you need. Here the lunch break is lengthened to end at 2:30 PM, and Final Shift Time drops to 7 hrs 30 mins.

    Lunch break changed
    Lunch break changed

  3. Click Save. Shift saved – Success. Modified. appears.

    Shift modified
    Shift modified

4. Delete a shift

  1. Click the bin on the shift's row.

  2. The confirmation names the shift and warns "This cannot be undone." Click Delete.

    Delete confirmation
    Delete confirmation

  3. Shift deleted – Success. Deleted. confirms it. Click Got it; the shift is gone from the list.

    Shift deleted
    Shift deleted

    List after the delete
    List after the delete

Related: Work Location · Bulk Update Shifts · Employee