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How to Assign a Shift in Shift View

In Shift View, each row represents a shift template rather than an employee. This makes it easy to see coverage at a glance.

Steps

  1. Switch to Shift View using the View dropdown.
  2. Click a cell in the grid (intersection of a shift template row and a day column).
  3. A drawer opens with the Assign tab active.
  4. Under each Role section, use the employee picker to add employees.
  5. You can set the number of required employees for each role.
  6. Click Save.

Editing a Shift from the Roster

You can edit a shift template without leaving the roster.

  1. Hover over the shift name in the left-hand column.
  2. Click the Edit shift (pencil) button.
  3. A modal opens on the same page where you can update shift details.
  4. Click Save - the roster refreshes automatically.

Tip: Use this to quickly adjust times, breaks, or allowances while reviewing your roster. For full details, see How to Edit an Existing Shift.

Drawer Layout Toggle

The shift drawer has two layout modes you can switch between at any time:

  • Tab Layout - A compact drawer showing one section at a time using tabs. Great when you want the roster grid visible alongside the drawer.
  • Side by Side Layout - A wider view that shows assigned employees and shift details next to each other. Ideal for shifts with multiple roles or when you need to see everything at once.

How to Toggle

  1. Open a shift drawer by clicking any cell in the Shift View grid.
  2. In the drawer header (top-right), click the layout toggle icon.
  3. The drawer switches between Tab and Side by Side layout.

Your layout preference is saved automatically - the drawer will open in your chosen layout next time.

Overlap Warnings

When you save a shift assignment that overlaps with an existing shift for the same employee, Timecloud shows a Shift Conflict dialog. The dialog explains each overlap - showing the employee name, the shift they are already assigned to, and the new shift being added.

You must choose one of three options before continuing:

  • Keep Current Shift - discard the new assignment and leave the existing shift unchanged.
  • Keep New Shift - replace the existing shift with the one you are saving.
  • Keep Both Conflicting Shifts - keep the existing shift and add the new assignment alongside it.

Once you select an option, the Continue button becomes available.

If more than five employees have overlapping shifts, the dialog shows the first five and a summary line (e.g. "and 2 more employees have overlapping shifts").

This applies to both drawer layout modes (Tab and Side by Side) and to grid-level saves.