Shift Management Tips and Best Practices

Naming & Colours

• Use clear, descriptive shift names (e.g. “Morning 6-2”, “Night 10-6”) — 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.

Timekeeping

• Use Limit start/finish time to enforce accurate timekeeping and prevent unintended overtime.

• Set up automated breaks to ensure compliance without relying on employees to clock out for breaks.

Patterns & Scheduling

• Set up a default shift pattern so new employees are automatically scheduled without manual setup.

• Use shift patterns for predictable rotations — they save time and reduce scheduling errors.

Housekeeping

• Review your shifts periodically and archive any you no longer use to keep the list clean.

• Use bulk upload when onboarding a new location or department to save time creating shifts one by one.

Roles

• Define role requirements on shifts to ensure the right mix of staff is scheduled every day.

• Use Configure by day for roles that need more staff on specific days (e.g. weekends).