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One 09:00 to 17:00 shift on a person's week, still a draft, with Publish waiting beside it One 09:00 to 17:00 shift on a person's week, still a draft, with Publish waiting beside it This is the whole path from an empty schedule to a shift somebody can see, and it takes about a minute. Every field on the form, and every other kind of block the grid holds, comes afterwards. Here you make one shift and send it.
Two permissions are in play. Add & edit shifts puts the shift on the grid, and Publish schedule is what sends it. Administrator and Manager carry both. If there is no Publish button on the schedule toolbar, you can build the week but somebody else releases it.

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Put one on the grid

1

Open Schedule

It is under Workday in the sidebar. Your team runs down the left, the days across the top.
2

Click the empty day on somebody's row

New shift opens on that person and that date, with nothing left to choose but the hours.
3

Set the hours

A new shift runs 09:00 to 17:00. Change either end, or set Duration and let the end follow. Position and Location are under Classification, and both are optional.
4

Create shift

The card lands in the row at once, carrying a small grey dot in its corner. That dot is what a draft looks like. Create more keeps the form open for the next one.

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Send it to your team

Nothing has left the building yet. Publish on the toolbar carries a count of everything still unpublished in front of you, and opening it breaks that count down before you commit to it. Publish and notify releases it: the dot goes, and everyone who gained a shift gets it in their Begin inbox, by email and as a push notification.
No shift reaches your team until you publish it. Until then you can move it, rewrite it or delete it and nobody is any the wiser, because nobody has seen it.
After the first one, Publish is worth understanding properly: it acts on the period you are looking at and the filters you have applied, so it is how you release next week’s kitchen while the front of house is still half-built.
The rows are your team, so an empty grid means the workspace has only you in it. Add people on the People page: they appear on the schedule whether or not you have invited them yet.
Not by default. Both are optional on a shift. A rule under Policies → Schedule can make either one compulsory for the people it covers, and a new workspace has no such rule, so the form will let you save without them.

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Next

Creating shifts

Every field on the form, breaks included.

Publishing

What Publish acts on, and how to take something back.

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