--- title: "Shift Details" slug: "scheduling-shift-details-form" description: "Shift Details form — field reference for job, employee, times, breaks, notes, and template creation for individual shifts." updated: 2025-10-21T21:12:49Z published: 2025-10-21T21:12:49Z canonical: "docs.restaurant365.com/scheduling-shift-details-form" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # 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: - [Create new shifts](/doc/docs/scheduling-creating-and-editing-schedules#creating-a-new-shift) - [Edit existing shifts](/doc/docs/scheduling-creating-and-editing-schedules#editing-shift-details) - [Delete shifts](/doc/docs/scheduling-creating-and-editing-schedules#delete-shifts) - [Publish or unpublish shifts](/doc/docs/schedule-calendar-publish-unpublish-and-alert-employees) --- ## 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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## Navigation 1. Navigate to the **Workforce** application. 2. Click **Schedule** from the Scheduling dropdown. 3. Click **New Shift.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LGSDJDVU.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A48Z&se=2026-11-10T17%3A57%3A48Z&sr=c&sp=r&sig=IzObxtf5R9qDqmrlvMKJ5dd2C7h48YGqjPL5zSrpKlM%3D) --- ## Shift Buttons and Fields ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q6DG4KO2.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A57%3A48Z&se=2026-11-10T17%3A57%3A48Z&sr=c&sp=r&sig=IzObxtf5R9qDqmrlvMKJ5dd2C7h48YGqjPL5zSrpKlM%3D) | | **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. > [!NOTE] > 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](/doc/docs/schedule-calendar) and shift trade requests in the [Manager Queue](/doc/docs/manager-queue) and [R365 Mobile App](/doc/docs/r365-app-manager-schedule-view). Shift notes can be included when printing schedules. | | **13** | Save | Saves the new shift record or template. > If the shift violates a [labor rule](/doc/docs/labor-rules-overview), a warning will appear when Save is clicked. | | **14** | Cancel | Closes the form without saving changes. |