All about the Shift Management Tool

Assigning and managing shifts for your staff is challenging. Factorial makes it easy for you to distribute shifts using the Shift Management feature.

• Set Up Shift Management 
• How to Add employees to the Shift management tool?
• Different ways to Add Shifts
• How to Add Shifts
• How do I edit shifts?
• How to Create Default Shifts
• Delete Work Shifts
• Can I export/download the shifts?
• Copy Shifts
• Overnight Shifts
• Shift Management views

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Steps to Install Shift Management

1. Go to the Applications section
2. Select Shift Management
3. Click on Install

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How to Add your employees to the Shift Management Tool? 

• Head to the Shift Management Feature (that will appear once you have installed)
• Go to the three dots tool - 📍Located in the upper right corner 
• Press in Add employees

How can I change or remove an employee from the Shift Management tool?

In order to assign an employee to a different time planning tools or to remove them from their existing planning tool we can do it simply by heading to the Time Planning Feature.  

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Find the different ways to add shifts:

• For a specific employee on a specific day

• For all employees on a specific day

• For a specific employee all week

• For all employees a specific week

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Learn how to Assign Shifts

• Click on the Assign shift split button  📍 Located in the upper right corner
• All the different options to create shifts are shown
  
  
• Select a workstation by Default, Custom or Shift templates
• And assign the shift to the employees you want

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How do I edit shift?

• Select the shift you want to edit
• Click on Edit shifts 
• Complete the changes 
• Apply

There is an other way to edit and your Shifts

• Go to the shift you want to edit

• Scroll the selector through the right of the shift and two new icons will appear:
  • A pencil: to edit your shift
  • A trash can: to delete your shift
• Click on the pencil icon and the tab to edit your shift will appear
• Make the changes
• Apply

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How to create Default Shifts?

• Go to Add shifts
• Select the Default Shift option located on the split button
• Fill in the information requested
• and Assign

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Can I export/download the shifts?

• Head to the Shifts management app
• Select the view you need to export. Remember that you can choose between weekly, monthly and 4-weeks.
• Click on the (...) button-📍Located in the right corner of the screen
• Select Export Schedule
  
  
• A pop up tab will appear and you will be able to choose if you want to include shifts drafts or not and also if you want to export the shifts using some criteria, for example, teams.
  
  

• You will receive an email with the file and, once it is generated, you can check the file in your Files section.

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How do I delete shifts?

• Select one or more work schedules and access the Delete Shifts button

There is an other way to edit and your Shifts

• Go to the shift you want to edit
• Scroll the selector through the right of the shift and two new icons will appear:
  • A pencil: to edit your shift
  • A trash can: to delete your shift
• Click on the trash can
• Delete your shift

 

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How can I copy the shifts from previous weeks?

• Click on Copy Previous Week - 📍 Located in the upper right corner

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How can I manage overnight shifts?

• Go to Add shifts
• Select Custom shifts
• Set the hours
• And Assign

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Define your Shift Management view

Now you are able to choose your Shift Management view

• Click in the split button located on the left, just above the employees, that by default will appear as Weekly view
• Choose between the three possible views:
  • Weekly
  • 4 weeks view
  • Monthly view
  

4 weeks view & Monthly view

• You will see a more collapsed view of the shifts
• You won't be able to see the details, such as Workplace or Work area

How to see details or edit the shift in the 4 weeks view?

• Go to the shift you want to see the details or edit 
• Click in the pencil icon
• A new tab will appear with all the information and the possibility to edit it