Overview

Schedule an OpenShift when you’d like a user to pick up a shift instead of assigning it to a specific person. The process to create an OpenShift varies slightly depending on whether you’re using users view or position view on the Scheduler.

You can also schedule an OpenShift from your iPhone or Android phone.

Option A: Create an OpenShift from users view

Use users view to add an OpenShift if you prefer to think about schedule coverage based on who is scheduled. In users view, the top row of the Scheduler is dedicated to OpenShifts.

1. Click Scheduler.

2. Next to View Shifts By, click .
3. Click Users from the drop-down menu.
   
4. In the OpenShifts row, click the cell that corresponds to the date when the shift will occur.
5. Set up the shift:
   1. To use a shift template without making any changes, click the shift template.
      The shift is added to the schedule in an unpublished state.
   2. To use a modified shift template, click Pencil button at the right side of the template.
      Use this option if you want to modify the time, position, unpaid break, job site, or shift notes.
   3. If there are no shift templates that make sense, click Create Custom Shift instead.

The OpenShift isn’t visible to employees until you publish and alert your staff.

Option B: Create an OpenShift from positions view

Use positions view to add an OpenShift if you prefer to think about schedule coverage based on which positions need to be filled.

1. Click Scheduler.

2. Next to View Shifts By, click .
3. Click Position from the drop-down menu.
4. Click the cell that corresponds to the position the OpenShift will apply to and the date when it will occur.
   If the OpenShift doesn’t apply to a specific position, use the No Positions row.
5. Make sure Assign to is set to OpenShift.
6. If you want to add multiple OpenShifts, enter the number of shifts in How Many.
7. Set up the shift:
   1. To use a shift template without making any changes, click the shift template.
      The shift is added to the schedule in an unpublished state.
   2. To use a modified shift template, click Pencil button at the right side of the template.
      Use this option if you want to modify the time, unpaid break, job site, or shift notes.
   3. If there are no shift templates that make sense, click Create Custom Shift instead.

The OpenShift isn’t visible to your employees until you publish and alert your staff.

Shift details

Whether you’re scheduling an OpenShift by creating a custom shift or using a shift template, you can modify the shift’s details.

¹Appears only when you’re scheduling an OpenShift.

²Appears only when you’re scheduling an OpenShift and shift criteria has been defined.