Creating and managing employee shifts has never been easier. This feature allows you to assign employees to specific shifts and monitor their progress.
Assigning multiple employees to the same shift
To assign multiple employees to a shift:
Go to the Settings menu and click on Sale Settings
In the Sale Settings page, you'll find a toggle option called "Allow multiple employees to work on the same shift for the assigned Creator." Turn it on.
Note: If there are multiple employees in a shift, the individual sales of each employee cannot be calculated through scheduling.
Setting up commonly used shifts
Looking to streamline your shift management workflow? You can set up common shift times to ensure consistency and simplify scheduling.
To set up common shift times:
Click on ⚙️ to access Shift Settings.
From the Shift Settings page, click on +Add Shift
Set the time range for the new shift (e.g. 9:00 AM to 2:30 PM)
Click OK to save
Creating and assigning new Creator shifts to employees
With the Shift Schedule feature, assigning new shifts to Creators and their employees is made easy. You have the flexibility to customize each shift with various options, including the ability to set them to repeat or occur on specific dates
To create and assign new shifts to employees:
On the left-hand menu, under Manage Employees, go to Shift Schedule
From the Shift Schedule page, click on Create Shifts or on a blank area in the shift calendar to set a schedule for a Creator your agency manages
From the Shifts window, select the shift date and time range
Assign one or multiple Creators to the shift via dropdown selection
Assign one or multiple employees to the shift via dropdown selection
Choose whether you want the shift to repeat weekly and set the specific days of the week for the shift to occur
If you want to have the shift to repeat indefinitely, select Never under Repeat Ends
If you want the repeating shift to expire, choose the end date
Once finished, click OK to finalize the shift
Editing an existing shift
We've simplified the process for making changes to shifts that are already assigned to Creators and employees.
To edit an existing shift:
From the Shift Schedule page, click on an existing shift to open the shifts window
Adjust the date, time range, employees, and repetition settings based on your preferences
Once finished, click OK to finalize the edits
Deleting a shift
Need to remove a shift from the shift Calendar? Deleting a shift is simple.
To delete an existing shift:
From the Shift Schedule page, hover over an existing shift on the shift calendar
From the shift preview, click on 🗑️ to delete the shift
Note: You will be able to bulk delete shifts in the future. The current workaround is to edit and delete repeating shifts in a cycle.
Learn about setting up roles and permissions for your employees.