Shift Management

Use Shift Management when the simple schedule on a member’s profile isn’t enough. For example, you have multiple named shifts (Morning, Afternoon, Night) and rotate members between them, or you need to override one specific day for one person, or you want an admin review queue for ambiguous clock-ins. Shifts override a member’s underlying schedule on the days they apply.

A few terms to keep straight:

Shift: a named, reusable time block (e.g. “Morning Shift, 6am–2pm”).
Shift pattern: a recurring assignment of a shift to one member for selected days of the week, between two dates.
One-off override: a single date where one member is on a different shift than their pattern says.

Getting there

Click Shift Management in the left sidebar (calendar-check icon).

What you’ll see

A left panel listing every active shift with a search field and a New Shift button. Each row shows the shift name, type badge, start–end time, plus pencil and trash icons.
A right panel with four tabs:
- Roster: the weekly grid of who’s on which shift.
- Assign Pattern: set up a recurring shift assignment.
- One-Off Override: override one date for one member.
- Admin Review Queue: flagged clock-ins that need an admin decision.

Common tasks

Create a new shift

Click New Shift in the header.
Fill in the shift form (name, type, start/end times, optional schedule link).
Save. The new shift appears in the left panel.

View and navigate the weekly roster

The Roster tab opens by default. You’ll see one row per member, columns for each day of the current week (Monday–Sunday).

◀ / ▶ buttons step the week back/forward.
Today jumps back to the current week.
The Weekly / Daily dropdown switches between week and day views.
Bulk Assign opens a dialog for assigning a shift to many members at once.

Click any cell to set or change the override for that member-date.

Assign a recurring pattern

Open the Assign Pattern tab.
Pick a Member, a Shift, and Effective From / Effective To dates.
Click the day letters (M T W T F S S) to select which days of the week the pattern applies on.
Optionally add Notes.
Click Save Pattern.

Override one specific day

Open the One-Off Override tab.
Pick the Member, Date, and the Override With Shift.
Optionally add a Reason for Override.
Click Assign Override.

Or do it directly from the Roster: click the day cell for the member and use the dialog that opens.

Resolve flagged clock-ins

The Admin Review Queue tab shows unreviewed attendance records that the system couldn’t auto-resolve (e.g. clock-in time falls between two shifts). Three stat cards at the top break them down: Flagged, Inferred, Inferred by Time. Click View on any row to open the detail dialog and make a decision.

Delete a shift

Click the trash icon next to the shift in the left panel. Confirm in the dialog.

Note: A shift can’t be deleted while it’s still in use. If any shift patterns reference it, or any scheduled shifts (the per-day overrides) use it, the delete is blocked with a count of how many. Remove those first.

Tips

Shift vs Schedule. A schedule is the default rhythm for a member; a shift overrides that schedule on specific dates. Members can keep their schedule and gain shifts on top.
Pattern vs Override. Use a pattern when the same shift repeats for a member (e.g. “Sara is on Morning Shift Mon–Fri until end of March”). Use an override for one-off changes that don’t justify a pattern.
The Roster header dates show day name + day number for the current week: click cells, don’t try to drag.

Note: New Shift, Bulk Assign, Save Pattern, Assign Override, and Today’s jump all require an active subscription.

Schedules: the underlying schedule that shifts override
Members: assign people who’ll appear in the roster
Attendance: see what actually happened versus what the roster expected
Audit Log: every shift change is logged automatically