About shifts coverage

Optimise shift schedules and make sure they are fully staffed. Plan the week in advance and add them to shifts

Table of Contents

Where to find shifts in Coverage How coverage is calculated Assigning coverage shifts Managing coverage shifts Copying coverage periods

You will be able to create the distribution of shifts needed and then assign them to employees:

Creating the concept of empty shift
Creating all needed shifts for a week
Being able to copy or store patterns of weeks (normal week, busy week, low week...) to apply them once and again
Assigning those shifts to employees easily in bulk or individually with drag-and-drop

Where to find shifts in Coverage

From your sidebar menu, go to Shifts
On the bottom bar, click on Coverage
A new section will appear → Click on Generate coverage

To learn more about how to create shifts, click here.

How coverage is calculated

Coverage counts every shift that matches a coverage requirement, whether the shift was created manually or automatically.

A shift counts towards a requirement when its time, work area, and role match the requirement.

Coverage also highlights under-staffing and over-staffing, so you can see when the number of assigned employees is below or above the required number.

Coverage cards include the same relevant details as assigned shifts, including the work area. Shift times follow the time format configured for your account.

Assigning coverage shifts

There are two ways to assign shifts:

By dragging and dropping the shift into the employee’s shift cell

From the shift you created
- Hover your mouse over the three dots (…) located on the right corner of the shift name
- Select Assign employees
- Select the employees
- Click on Apply selection
- Save

Managing coverage shifts

Hover your mouse over the three dots (…) located on the right of the shift name
- Choose between:
  - Assign employees
  - Show details
  - Edit
  - Delete

Remember to click on Publish schedule every time you are done editing or adding a shift.

Copying coverage periods

Copy any period of existing unassigned shifts and reapply them easily to another period.

Click on the Copy schedule period icon
Choose Coverage
Specify the period to copy
The selected period cannot be greater than 3 months
Click on Next
Indicate the date when the copy starts
Click on Copy

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