Roster & shifts

Create shifts, publish them, and fill them by assigning, offering, claiming or requests.

Last updated 3 November 2026

Create a shift

1. On Schedule, choose + Create shift.
2. Pick the Location (or a participant), the date, the Occupation needed and the times.
3. Add planned breaks with Add break: a Meal Break (unpaid) comes off the paid hours, a Rest Break (paid) does not.
4. Choose Who gets this shift (below), then Create shift.

Who gets this shift

1. Assign to someone puts a person straight on it.
2. Offer to someone — they accept or decline sends them an offer.
3. Open — first to claim gets it lets anyone with the right occupation and location claim it.
4. Open to requests — staff ask, you choose lets staff ask for it, and you pick one.
5. Not yet — it stays in your Unfilled list keeps it to yourself for now.

Drafts and publishing

1. New shifts are drafts unless you tick Visible to staff now.
2. Press Publish drafts to publish them all at once. Staff who can take an open shift are told.
3. Use Copy schedule to copy a week into the next as drafts.

Open to requests

1. Staff see Request this shift on My Roster and can Withdraw until you decide.
2. The shift shows how many people asked. Open it and choose Give it to the person you want.
3. They are told the shift is theirs, and everyone else who asked is told it has gone.

Offers

1. On a saved, unfilled shift choose Offer to staff…, tick people and Send offer.
2. The first person to accept gets it; the others are told it has gone. An offer expires if nobody answers.

Changing or removing a shift

1. Open the shift to edit it. Whoever is on it is told what changed — the day, the time, the site, the occupation, the break or the notes.
2. Remove a shift with Delete shift. The person on it is told not to attend.
3. A shift that has started with nobody clocked on shows Running late.