About 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

The advantages of utilizing a shift management tool

A shift management tool can bring a multitude of benefits that can have a positive impact on your overall performance.

The advantages of using a shift management tool include:

  • Streamline your scheduling process, making it easier for you to manage and allocate shifts to your employees. This feature alone can save you significant time and effort while ensuring that you have enough staff scheduled to meet your business needs.
  • Increase efficiency and enhance productivity by automating many of the tasks involved in managing employee schedules. With this tool, you can quickly create and assign shifts.
  • Improved accuracy: reduce the risk of errors and inconsistencies, which can have a significant impact on your business's bottom line.
  • Better communication and collaboration among employees, helping them stay organized, reducing the chances of missed shifts or misunderstandings about their schedules.



How to install Shift Management tool

  1. On your sidebar, head to Marketplace → Apps
  2. Select Shift management
  3. Click on Install



How to add employees

To effectively plan your shifts, it is essential to first add employees.


If it is the first time in Shifts

  1. On your sidebar, go to Shifts
  2. Click on Assign employees to shifts
  3. Select the employees and the effective date
  4. Choose if apply rest days (optional)
  5. Click on Add employees


If you’ve already used Shifts

  1. On your sidebar, go to Shifts
  2. Click on the three dots icon - in the upper right corner
  3. Choose Add employees
  4. Select the employees and the effective date
  5. Choose if apply rest days (optional)
  6. Click on Add employees

You can also add employees from their employee profiles:

  1. On your sidebar, go to Employees
  2. Open the employee profile
  3. Open the Time planning tab
  4. In panning tool, select Shift management
  5. If needed, add Rest days
  6. Click on Submit
  7. Choose if Change planning version or Create planning version



💡 Create and assign shifts 
The next step is to create and assign shifts to your employees. It’s important to do it efficiently to avoid errors. With the Shift Management tool, you can create shifts quickly and easily.

How to create and assign shifts


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