Docs Company Admin Guide Managing Shift Schedules

Company Admin Guide

Managing Shift Schedules

Create shifts and detect early/late arrivals

Plan-gated feature. Shifts, the weekly Shift Schedule grid, and the Workers page all live behind the same Workforce Management plan flag. If your plan doesn't include it, the nav links don't show — upgrade from Billing first. See Plans & Pricing.

Creating a shift

  1. Go to a site's detail page → click Manage shifts (also accessible from the Shift Schedule page header)
  2. Click Add Shift
  3. Enter name (e.g., 'Morning'), start time, end time
  4. Select active days (Mon–Sun) — the schedule grid will only let you assign on these days
  5. Set grace period (default 15 minutes) — minutes of tolerance before a check-in is flagged as early/late
  6. Optionally set min / max workers for headcount targets
  7. Optionally override OT threshold + multiplier for this shift (e.g. 6h threshold + 2.0× for night shifts)

Active days are enforced

If you set Afternoon to Mon–Fri, the schedule grid won't let you drop or click-assign a worker onto a Saturday cell — it'll show an error toast. Existing out-of-pattern assignments (left over from before you edited the days list) appear in an amber "Out-of-pattern (hidden on grid)" section in the cell modal so you can clean them up.

Deviation detection

When a worker checks in, the system matches the closest active shift. If the check-in is outside the grace period, it's flagged as early or late with the number of minutes of deviation. View deviations in the Shift Deviations report.

Headcount targets

If you set min/max workers per shift, the Shift Schedule grid's footer rows show actual / target per day — e.g. 2/5 ⚠ in red when under the minimum, or amber when over the maximum. It's purely informational; the system never blocks check-ins based on headcount.

See also: Building a Weekly Shift Schedule and Managing Workers.

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Last updated: May 6, 2026