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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

  1. Go to the Shifts page from the main menu.
  2. Click New Shift at the top of the Shifts section.
  3. 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.
  4. 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