Schedules and shifts

A schedule tells people when they are expected to work. Save it as a draft while you prepare it, then publish it when the team should see their shifts. Scheduled hours are planned work; employees still need to record their actual attendance.

Access needed

Access depends on your assigned permissions and workflow scope.

Read templates and permitted schedules: Schedule visibility is scoped by ownership/team; attendance.read, attendance.manage or attendance.schedules.manage allows broader schedule reads. Own published shifts require an employee link. Scheduling must also be enabled for the workspace.
Role and permission labels
Typical responsibility: Signed-in employee or manager. Role names alone do not grant access.
Create a schedule for direct reports: Sign in with an employee link and manage the target direct reports. Team and scheduling conflict checks still apply.
Role and permission labels
Typical responsibility: Direct manager. Role names alone do not grant access.
Edit or publish an owned Draft schedule: Sign in as the recorded owner. Published schedules cannot be edited through the draft editor. Repeating checks eligibility and saves new drafts, not published weeks.
Role and permission labels
Typical responsibility: Schedule owner. Role names alone do not grant access.
Write templates or schedule across the workspace: attendance.schedules.manage
Template changes require this permission. Scheduling must be enabled; ownership, status and conflict checks still apply.
Role and permission labels
Typical responsibility: Schedule administrator. Role names alone do not grant access.
Manage scheduling across the workspace

Demo screenshots may show broader access than your account.

Before you start

Open Attendance → Schedules & Shifts. Schedule managers can plan across the workspace; other managers can plan for their direct reports. Template changes require separate management access. Available controls depend on your account.

Shift scheduling must also be enabled for the workspace. If the page says it is not enabled, ask your platform administrator to check availability. Repeatedly retrying or changing an employee's role will not resolve a feature-availability message.

Schedules list reporting that shift scheduling is not enabled — A feature-availability error is not an empty schedule.

Save reusable shift hours

Use Shift templates → Add template when the same hours will be used regularly.

Name the pattern
Enter a recognizable name, such as Day shift. Use a name that colleagues can distinguish from other active templates.
Set the working times and break
Choose Start time and End time in the organization's time zone. Enter the unpaid break in minutes, or 0 when there is none. The break must be shorter than the shift.
Limit eligibility only when needed
Optionally select allowed positions and departments. Leave a category empty when it should not restrict the template. A display color is optional.
Save and check the result
Select Save template and wait for success. Confirm that the saved name, times, break, and paid hours are correct before using it in a schedule.

Unsaved Day shift template form with start and end times and unpaid break — Unsaved example; no template was created.

An end time at or before the start means the shift finishes the next day. For example, 22:00–06:00 is an overnight shift. Paid hours exclude the unpaid break; daylight-saving changes can affect an overnight duration.

Edit an existing template to change future use. Set its Status to Archived when it should no longer be selected for new shifts. Existing shifts retain their stored times; editing or archiving a template does not rewrite them.

Build a weekly draft

Choose the schedule and week
Open Schedules → New schedule. Choose Week starting and, if needed, a department. Dates align to the organization's configured first day of the week. Check the full week range before adding shifts.
Add a shift
Select Add shift. Choose a Shift date inside the week and an Assignment. Choose an employee for assigned work, or leave an Open shift for an eligible colleague to request after publication. An open shift may have an eligible position.
Choose hours and days
Select a saved template, or enter custom times and an unpaid break. Use Just this day, Weekdays (Mon–Fri), Entire week, or individual days to apply the same pattern. Check every selected date; the Shift date remains included. Add useful handover or location notes when needed.
Review the draft
Select Add to schedule, then inspect the shift list. Use its edit, duplicate, or remove controls to correct the draft. Duplicating needs a deliberate date check. Changing the week moves all draft dates together.
Save before sharing
Select Save draft and check the result. Saving a draft does not publish it to employees. Reopen the saved schedule to review all assignments before publication.

Unsaved New schedule form with the week starting November 2 selected — Check the week and department before adding assignments.

Unsaved Schedule shift dialog with day choices, assignment, times and break — Form example only; no assignment was saved or published.

The Assign shift shortcut lets you start a new weekly schedule or add to an editable draft. It also appears in employee scheduling where available. It saves draft assignments; publishing remains a separate step.

Resolve conflicts and warnings

Saving and publishing check for overlapping shifts, insufficient rest, approved leave, employment dates, and template eligibility. Correct the affected assignment and try again. Checks include other schedules, including drafts, so removing a duplicate from the current view may not resolve every conflict.

A weekly-hours warning can allow saving and publication. Review it before sharing the schedule. Planned hours above a threshold are not a confirmed overtime payment: overtime depends on actual recorded work and the timesheet workflow.

If a schedule already exists for the same week, department, and owner, find and review it rather than creating duplicates.

Publish the schedule

Open the saved schedule's details, check the week, employees, open shifts, times, paid hours, and warnings, then choose Publish schedule. Read the confirmation and wait for a successful Published status. Publication checks the assignments again and notifies scheduled employees.

Published schedules cannot be edited through the draft editor. Coordinate permitted swaps or open-shift workflows for changes. Do not create a second schedule simply to override published work.

Repeat a working pattern

When Repeat into future weeks is available, select the first future week and the number of copies, up to 12. Review the hours option and the whole schedule being copied: this copies every shift, not only the employee or row you were looking at.

Each copy starts as a Draft. Review conflicts and assignments in each week, then publish it separately. If copying partly succeeds, inspect the per-week results. Check any uncertain result in Schedules before retrying; Create remaining weeks avoids repeating confirmed successful copies. This creates a finite set of drafts, not an ongoing recurring schedule.

For employees: find your shifts

Open My Workspace → Shifts. Your sign-in account must be linked to your employee record. This page shows your own published shifts; a manager's saved draft is not yet your published schedule.

Use Previous week, Next week, and Current week when available, or the week filter. Check the date, local start and end time, unpaid break, and paid hours. Open a shift for its available details. Search and sorting help find an entry within the loaded week.

Employee Shifts page reporting that scheduling is not enabled — The employee page is distinct from the management schedule editor.

If the page fails to load, read the error before interpreting the lack of rows. A feature-availability error is different from a successfully loaded week with no published shifts. Ask your manager to check publication and assignment when a successfully loaded week is unexpectedly empty.

Continue to Attendance for employees to clock in and out and submit your actual week. Viewing a shift does not clock you in.

Troubleshooting

Problem	What to check
Scheduling is not enabled	Ask the platform administrator to check workspace availability.
A management action is missing	Check your access and whether you manage the intended employees.
A template cannot be used	Check its active status and allowed positions and departments.
Saving reports a conflict	Inspect all affected dates, other draft/published shifts, rest time, employment dates, and approved leave.
An employee cannot see a draft	Publish it after reviewing it; drafts are not the employee's published shifts.
A published schedule cannot be edited	Use the supported shift-change workflow rather than the draft editor.
Repeated weeks partly fail	Review each result and retry only remaining weeks after checking uncertain outcomes.