Step 1: Select a Project via the Projects Page
Open your project management software.
Click on the "Projects" page.
Choose a project from the list on the left.
Click on the project's name to select it.
Step 2: Select 'Add Shift'
Locate the "Add Shifts" function at the top of the page.
Click on it to create a new shift.
Step 3: Fill Out Shift Details
Enter all necessary details for the new shift:
# Staff Required: How many staff are going to work this shift
Task: What role will they work during the shift. You can filter tasks by department.
Start Date: The date to schedule the first shift.
Start Time & Duration: The time their shift starts and how long it will run for.
Num Days: How many days do you want to repeat this shift. Select which days you would like to repeat it below.
Add additional details:
Client Contact: Select an individual whom the staff should check in with when they arrive.
Notes: Free text that can be communicated to staff and/or internally to other manages.
Comments: Additional free text that can be communicated to staff and/or internally to other managers.
Assignment Group: For any shifts running longer than one day, managers can group them so they can repeat staff assignments for each day.
Break Duration: Add unpaid hours to the shift.
Travel Hours: Add additional paid hours to the shift to account for travel time.
Charge Rate: The hourly billing rate for the shift.