Schedule management

• How to copy/paste a shift ?

  Go to the Schedule menu → Schedule management. Right-click on the shift you would like to copy and click on Copy. Then, go to the correct slot and right-click again to paste the shift by clicking on Paste.Few readers

• How to delete shifts ?

  To delete shifts for the displayed week, select the shifts you wish to delete. Then click on Delete shift(s). You will then have the option to turn them into free shifts. This will only work if the "Free Shifts" module is enabled.Few readers

• How to copy/paste multiple shifts at once ?

  To copy and paste multiple shifts at once, select the shifts you want to copy and click on More → Copy day. Then go to the week where you want to paste them. Click on More → Paste shift(s).Few readers

• How to save a weekly view ?

  To make schedule consultation faster and simpler, we can save the weekly views you need. How does it work? Go to the Schedules menu → Schedule Management. In Schedule Management, filter your schedule based on sections, skills, attributes, statuses, employees, etc. (https://storage.crisp.chat/users/helpdesk/website/-/d/e/a/a/deaa9bcdb05e68Few readers

• How to view statistics ?

  Shyfter allows you to access detailed statistics through the Insights module. Follow the steps below to view them. Activate the Insights Module Go to the Marketplace and activate the Insights module to unlock access to statistics. Once activated, a graph icon will appear at the top of the schedule. Access Statistics Click on the Graph Icon aFew readers

• How to filter the schedule ?

  You can apply filters to sort your schedule and easily find specific information. At the top left of the schedule, we have provided a search bar. You can use it to select criteria based on which the schedule will be filtered.Few readers

• How to print my schedule ?

  Go to Schedules → Schedule Management to access your schedule. Click More and select Print schedules. Your schedule will then be ready for printing. Make sure to review your schedule before printing to ensure all details are correct.Few readers

• How to lock shifts by week in your schedule?

  How to lock shifts by week in your schedule? Locking shifts is an essential feature to secure schedule organization and prevent accidental changes. In this article, we explain step by step how to lock an individual employee's shifts or an entire week's schedule. Why lock shifts? Locking shifts allows you to: Prevent any unintentional changes to the schedule. Freeze a validated schedule. Save time by avoiding repeated manual adjustments. Steps to lock shifts by weekFew readers

Change requests

• What is a change request and how to manage it?

  What is a change request and how to manage it? Shift change requests are an essential feature for businesses that want to offer more flexibility to their workers while maintaining control over schedule management. They allow employees to request a change to their working hours, exclusively via the mobile app. Note: a request does not mean automatic approval. Each request must be validated by an administrator, a scheduling manager, or an HR manager. How to enable change rFew readers

Shifts Market

• How to create and assign a free shift ?

  A free shift is a shift that has not yet been assigned to a user. How to create a free shift ? Go to Schedules → Schedule Management. To create a free shift, select the green bar below the date of your choice. Then, select the correct information (user, section, skill, start and end time, etc.), and the shift will be saved in the greenFew readers

Leave requests

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Shift swap

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• How to create a shift ?

  To create a shift, go to the Schedules menu → Schedule Management. You have two options when you hover your mouse over the relevant boxes: 1. By clicking on "Add a shift" on a specific date: Then, select the correct information (user, section, skill, start and enFew readers

• How to send a notification for free shifts?

  Sending notifications for free shifts is an efficient way to inform your employees that new shifts are available for which they can apply. In this guide, we explain how to send a notification for a free shift in just a few simple steps. Step 1: Access the Free Shifts Menu To start, log in to your account and go to the Team menu. Then, click on Free Shifts Notifications. (https://storage.crisp.chat/users/helpdFew readers

• How to create a shift with recurrence ?

  When your employee works the same hours every day during the week, it is more convenient to set this up with a recurrence rather than copying or creating each shift one by one. How do you create a recurrence ? Go to Schedules Click on the first day of the recurrence and select 'Add a Shift'. Fill in all the desired shift details and then click on 'Add a recurrence': (https://storage.crisp.chat/users/helpdesk/website/Few readers

• Printing Schedules and Plannings

  Designed to offer more flexibility in exporting and formatting your schedules, you can easily generate a printable version of your timetables with numerous customization options. To access this feature, go to the Schedules Schedule Management menu, then click the More button at the top right and select Print Schedules. An options window will open, allowing you to configure all the detailed printing settings below in a clear and user-friendly way. (https://storage.crisp.chat/useFew readers

• How to add an absence (or leave) in your schedule ?

  How do I add an absence to my schedule? Go to Schedules → Manage work schedules. Go to the correct box (the correct date for the correct person) and click on “Add a shift.” In the top right of the new window, click on “Absence.” Then fill in the rest of the information. 💡For your information, by selecting “Full day,” the system will calculate the number of hours that constiFew readers