An overview of managing your scheduled shifts with a better user experience by leveraging the newly designed Add Shift popover.
The staged rollout has started to all regions
Still on the regular experience to create shifts and require help? Click here.
Create a new shift
1. Open the Schedule tab and select your desired location and date then either click the "+" symbol or double-click the work area you want to create the shift in.
2. Enter the shift details in the pop-up including:
- Who is working the shift
- In which area they are working (will default to the area you click in on the Schedule to create the shift)
- Start and finish time (will default to the settings set here)
- Breaks setup (will default to the settings set here)
- Any shift notes for the team member completing the shift (this information will be sent to the team member when the shift is published)
- Any other custom fields for the scheduled shifts
3. Once you have entered your required shift details you can click Save and then go on to publish the shift.
Tip: System administrators are able to change what the unpaid meal break and the paid breaks are called in Deputy.
For more information about scheduling breaks please read Break planning.
Creating a shift for a team member
If you know who you want to schedule on the shift you can select their name from the drop-down list in Who is working? field.
The dropdown will display a list of team members to choose from with the most suitable at the top of the list.
Deputy determines the most suitable team member to suggest for a shift based on:
- whether the manager has set the team member as preferred for this work area
- whether they are recommended to work based on Deputy's five factors (running checks based on fatigue, training, availability/leave, permission to work at the location, and whether there is a conflicting shift).
If you know who you want to schedule on the shift then select their name from the list or begin typing it in the field.
Once the team member is selected and the other shift details are completed you can click Save and then go on to publish the shift.
Note: Users with Supervisor level access will not see shift costs when scheduling team members. Only users with Location Manager or System Administrator level access can see team member costs.
Create a shift for your team members to claim
When you publish an open shift, Deputy will notify all recommended team members with the shift details and allow them to claim the shift on either a first come first served basis or with manager approval depending on what the manager has set.
1. Once you have created a shift, click on Empty shift
Note: If you need to create multiple identical open shifts for your team members to claim you can use the Duplicate shifts feature in shift actions.
If the scheduling manager would like more control to offer the shift to multiple staff members of their choosing they can click on the ... button next to Save and select Send Offers.
A pop-up will appear for the manager to select which team members to invite to claim the shift.
Note that you can still select a team member for a shift if they are not recommended by overriding the warning.
Click the Invite X to work this shift button to send the offer to the selected team member. Managers can cancel the offer by editing the shift again.
Scheduling from the team member list
Another way of creating shifts is to drag and drop team members into the schedule from the team member list on the left-hand side of the Schedule tab.
You are able to filter and view your team members in this list by clicking on the drop-down button at the top of the list to reveal the criteria to sort this team member list including:
- display name
- first name
- last name
- total hours
- scheduled cost
- base cost
- most qualified
You are also able to type in the field at the top to search by team member name or even their training type. For example, typing "Sales" in the search field will filter the list to only show team members trained in Sales.
The team member list will show you a quick cost/hours summary for all team members with hours scheduled in this location for the period selected, as well as team members allowed to work at this location with no hours (found at the bottom of the list).
Note that users with Supervisor access level will not have access to team member costs.
Simply click the team member on the left to display their shifts in this location.
You can also drag and drop team members from the list to the schedule to rapidly create shifts for them.
Note that the shifts created using this method will have the default start and finish time and break duration as per settings set here). If you need to change them you can go into the shift to edit the details before publishing the shift. You can use bulk shift update if you have lots of shifts to edit.
Creating new shifts from existing shifts
Once you have your schedule set up there's no need to create it from scratch each week, fortnight or month, you can use a variety of features to save you time when scheduling.
Once you have created a shift and you know the team member will be working the same shift for the rest of the week you can use the relevant repeating shifts option by clicking on the ... button next to the Save button.
It is possible to copy a single shift, a day's worth of shifts or even a 2 or 4 week period from one date period to another date period in the Schedule.
Read Copy shifts for more information.
Load a schedule template
Once you have a schedule that is set up you can save the schedule as a template to load into another date period as required.
Read Schedule templates for more information.
Create shifts using Auto-scheduling
Alternatively, if you have team members who have an agreement to work regular scheduled shifts you can use Auto-schedule regular working hours to automatically build their schedule.
How to delete a shift
If you have created a shift in error there are a number of ways you can remove it:
- Select the shift in the schedule and hit the Delete or Backspace key on your keyboard
- Open the shift in the schedule and click on the ... button next to Save and select Delete.
If you have multiple shifts to delete and you don't want to delete them one by one, then filter the schedule to only view the shifts you want to delete then select Delete All Shifts from the Options menu.
If you want to know who created or accepted a shift then open the shift in the schedule and click on the ... button next to Save and select View Shift History
You can see information such as when a shift was created an published and by who:
You can see who approved an open shift:
For more information on the shift once it commenced please see the timesheet history.