How to Create a Shift Template
Shift templates define everything about a shift — times, breaks, colour coding, and more. Once created, a template can be assigned on the roster or added to a shift pattern.
Steps
- Go to the Shifts page from the main menu.
- Click New Shift at the top of the Shifts section.
- Fill in the General tab:
- Shift name — Give the shift a clear, recognisable name (e.g. “Morning”, “Night”). This cannot be changed after creation.
- Start time / Finish time — Set when the shift begins and ends.
- Limit start time / Limit finish time — Toggle on to ignore any time captured outside the shift window. Useful for preventing early clock-ins or late clock-outs from inflating hours.
- Shift Length — Auto-calculated from the Start and Finish times. You can also edit the length directly, and the Finish time will update to match.
- Limit length — Toggle on to cap paid time at the scheduled shift duration, measured from the employee’s first clock-in. For example, if the shift length is 8 hours and the employee clocks in at 8:15 AM, only time until 4:15 PM is counted regardless of when they clock out.
- Shift colour — Pick a colour so this shift stands out on the roster.
- Enable prompts — Turn on to send shift reminder notifications to employees.
- Not working — Mark this shift for days employees are not expected to work (e.g. a “Day Off” shift).
- Exclude from Roster Auto-Fill — Prevent the roster auto-fill from assigning this shift automatically.
- Click Save.
Tips
- Use clear, descriptive names — your team will see these on the roster and in the mobile app.
- Assign a distinct colour to each shift so the roster is easy to read at a glance.
- Use Limit start/finish time to enforce accurate timekeeping and prevent unintended overtime.
- Use Limit length when employees may start at different times but should only be paid for the scheduled shift duration