Shift Details

A shift is an employee’s scheduled work assignment. Shifts are created, edited, and managed during the schedule creation process. The Shift Details page shows all assigned shifts and allows direct updates to individual records.

From this page users can:

Security

Users must have the following permission(s) create, edit, and delete shifts:

Labor → Scheduling → Schedule → Add/Edit/Delete Shifts

Users must have the following permission(s) publish or unpublish shifts:

Labor → Scheduling → Schedule → Publish/Unpublish Shifts

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigate to the Workforce application.
Click Schedule from the Scheduling dropdown.
Click New Shift.

Shift Buttons and Fields

	Button/Field	Description
1	Job	Displays a dropdown list to select the job for the shift.
2	Responsibility	Displays a dropdown list to select the responsibility tied to the job.
3	Rating	Allows the user to assign a star rating for the shift. Only employees with a rating of the same or higher for the associated job can be assigned to the shift. Ratings are set for each employee on their employee record and are kept private from the employee.
4	Employee	Displays a dropdown list to select the assigned employee. Leave the Employee field blank to save the shift as unassigned and fill it later.
5	Catering Site	Displays a dropdown list to select the catering or work site.
6	Business Date	Displays a date picker to select the business date for the shift. The shift can’t be moved to another day when the Employee field is blank.
7	Start Time	Displays a time picker to set the shift start time. The first hour shown marks the start of the location’s business day. The last hour shown marks the end of the business day.
8	End Time	Displays a time picker to set the shift end time. The first hour shown marks the start of the location’s business day. The last hour shown marks the end of the business day.
9	Break Fields	Both field only appear when Add Break has been clicked. Break type: Displays a dropdown list to select the break type, such as “Unpaid – 30 min.” Break start time: Displays a time field to enter when the break begins. Time should be after shift start time. In Beta Scheduled breaks is in beta for select customers. Contact your CSM for more information.
10	Add Break	Adds a new break section to the shift form. When selected, additional fields for break details appear.
11	Create Template	Enables saving the current shift setup as a reusable template. When selected, an additional field appears to name the template.
12	Notes	Displays a text box to enter comments or shift details, up to 100 characters. Shift notes assist with scheduling and shift swaps. These notes are visible on the Schedule Calendar and shift trade requests in the Manager Queue and R365 Mobile App. Shift notes can be included when printing schedules.
13	Save	Saves the new shift record or template. If the shift violates a labor rule, a warning will appear when Save is clicked.
14	Cancel	Closes the form without saving changes.