Shifts
How to set up shift templates and assign weekly schedules on the Shifts page.
Shifts
The Shifts page is where you define the shifts your store runs and assign them to your team. It's worth getting right early — late detection, overtime, and payroll all key off shift assignments.
The page has two tabs:
- Templates — reusable shift times (a name plus start and end), defined once and reused everywhere.
- Assignments — which employee works which shift, on which days.
Step 1 — Create your shift templates
Open the Templates tab and select New Template. A template has four fields:
- Name — what the shift is called (e.g. Mid Shift).
- Start time and End time — when the shift runs.
- Unpaid break (minutes) — break time deducted from the shift, so paid hours reflect actual work. It defaults to 60 minutes; set it to
0for shifts with no unpaid break.
Save, and the template is available whenever you assign shifts. The Templates list shows each shift's total span alongside its paid hours — for example a 9:00 AM – 6:00 PM shift with a 60-minute break reads 9h span · 8h paid.
Create a shift template
Open the Templates tab, give the shift a name and its start and end times, and save — it's then available whenever you assign shifts.
Define the shifts your store actually uses — for example:
- Morning — 7:00 AM – 4:00 PM
- Mid — 9:00 AM – 6:00 PM
- Closing — 2:00 PM – 10:00 PM
Templates turn assigning a schedule into a few clicks instead of retyping times.
Step 2 — Assign shifts to employees
Switch to the Assignments tab and choose an employee. Their monthly calendar shows the schedule that applies each day, while the Weekly schedule panel lists the active patterns by effective date.
Select Edit weekly schedule to set the employee's typical week, then:
- Choose the Effective from date for when the pattern starts.
- Set each day to a shift template, Rest day, or Open (open hours, no fixed shift).
- Use + New template if you need a shift time that does not exist yet.
- Save the week.
Assign shifts day by day
Open the Assignments tab, choose an employee, review the month calendar, and use the weekly schedule panel to see each shift pattern and when it takes effect.
Assignments recur by day of week from the effective date. If a schedule changes later, create a new weekly pattern with a later effective date; the calendar keeps older dates tied to the old pattern and future dates tied to the new one.