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.
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
- Choose between:
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
