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How to Navigate the Shifts Page

The Shifts page is your central hub for creating and managing shift templates and recurring shift patterns. Here’s a quick orientation to help you find what you need.

Getting There

  • Click Shifts from the main navigation menu.

What You'll See

The page is divided into two sections:

  • Shifts — Your library of reusable shift templates. Each template defines start/end times, breaks, colours, and other settings.
  • Shift Patterns — Recurring schedules built from your shift templates (e.g. a two-week rotation).

Active Toggle

  • Each section has an Active toggle at the top.
  • Leave it on to see current, in-use items.
  • Turn it off to view archived (inactive) items.

Quick Actions

  • New Shift — Create a new shift template.
  • New Shift Pattern — Create a new recurring schedule.
  • Bulk Upload Shift Patterns — Import or update multiple shift patterns at once from a CSV file. See How to Bulk Upload Shift Patterns for details.
  • Search — Type a shift name to filter the list instantly.

Sorting and Reordering Shifts

Use the Sorting dropdown to control the order shifts appear in the list:

  • Alphabetical (A-Z) — Sorts shifts from A to Z.
  • Alphabetical (Z-A) — Sorts shifts from Z to A.
  • Custom — Arrange shifts in any order you like using drag and drop.

Drag-and-Drop Reordering

When Custom sorting is selected, you can drag and drop shifts to rearrange them:

  1. Set the Sorting dropdown to Custom.
  2. Click and hold a shift row, then drag it up or down to reposition it.
  3. Release to drop the shift into its new position.
  4. Your order is saved automatically and persists when you return to the page.

Good to know:

  • The custom order you set here is shared with the Roster Shift View — rearranging shifts in one place updates the other.
  • If you search or filter while in Custom mode, reordering only affects the visible shifts. Hidden shifts keep their saved position.
  • Switching between Alphabetical and Custom sorting is also saved as your preference.

Permissions

If your company has Feature Access enabled, the actions available on this page depend on your Manage Shift permissions:

  • The New Shift and Bulk Upload Shifts buttons only appear if you have the Add permission.
  • Clicking an existing shift opens the shift modal only if you have View, Edit, or Delete permission.
  • Inside the shift modal, the Save button is disabled without the Edit permission, and the Archive / Restore buttons are disabled without the Delete permission.

Company Admins always have full access. See How to Manage Feature Access and Permissions for setup details.