Schedules, shift swaps and time off

Add shifts

1. In Schedules, select Add shift (or the + in an empty day).
2. Choose Who and the Date, and enter the Start and End times.
3. Enter an unpaid break in minutes, if any. If you leave it empty, your automatic break from Settings → Team pay applies; enter 0 for no break.
4. Add notes if needed, and select Add shift.

A shift must end on the day it starts, and can't overlap the person's other shifts or their approved time off. To change a shift, select it (on a phone, its pencil) and edit who, the day, the times, the break or the notes. To remove one, select × on it and choose Remove shift.

Send everyone their week

Shifts appear to your team as soon as you add them, but adding them doesn't email anyone. When the week is ready, select Email everyone: each person with shifts that week receives one email listing their shifts and any approved days off. You can send it up to 3 times a day.

Staff switch between Mine and Everyone. They can't see other people's shift notes.

Shift swaps

1. In Schedules, select Shift swaps, then New request.
2. Choose Your shift (one in the next 90 days) and Ask a coworker. Choose one of their shifts to trade, or leave Coverage only to ask them to cover yours.
3. Select Send request. Your coworker is emailed and chooses Accept or Decline.
4. Once they accept, owners and admins are emailed to Approve or Decline the swap.

Shifts don't change until the swap is approved, and both people are emailed the result. You can Cancel request while it's waiting. A request expires when the earlier shift starts, and closes if either shift changes or either person leaves.

Time off

1. In Schedules, select Time off, then Ask for time off.
2. Choose the days (today or later, up to 60 at a time), add a reason if you like, and select Send request.
3. Owners and admins are emailed, and respond under Waiting for you with Approve or Decline. You're emailed their answer.

Owners and admins can also Record time off for anyone, including past days. It's approved immediately and doesn't send an email. No new shifts can be added on approved days off.

Approving time off doesn't remove shifts already scheduled on those days. Remove them from Schedules.