Plan the week’s shifts
Create shifts from your templates, see the open spots at a glance, and copy last week’s people onto the new week.
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In short
- Shifts come from templates: a template is a recurring shift, such as a clinic day from 8:00 to 4:00, Sunday to Thursday.
- Create from templates creates the week’s shifts in one go. Created the wrong thing? Undo generate takes it back.
- Copy last week puts last week’s people on the matching new shifts. The open-spots list shows what’s still empty.
The Shifts page
- Open Shifts. Choose Week or Month at the top (1). Week is best for planning. Use the arrows to move between weeks, and This week to come back.
The week, with the planning tools at the top. - Week or Month
- Open spots
- Create from templates
- Copy last week
- Each shift shows its hours and who is on it. A dashed circle is an empty place, and labels such as “1 open” flag shifts that still need people. Next to the week’s dates are the open-spots label (2), and : the rest of this guide explains each.