Shifts

Use the Shifts pages to add shifts to a schedules. Add shifts from a template, copy a previous schedule, or manually add shifts. Use tools to Auto Fill shifts, create breaks, and merge shifts. Use Mass Update to manage shifts and make assignments, switch assignments, clear assignments, and post empty shifts on the Swap Board or Bid Board. View a schedule using a list, weekly, and detailed view. View totals and coverage. Edit shift information including assigning a shift to an employee, splitting the shift into three shifts, reviewing shift history.

Adding Shifts Manually

Select Schedules from the main menu.
Select a Schedule and select Shifts or select a schedule Start date or Shifts count.
Shifts window displays.
Select Add > Shifts.
Add - Shifts window displays.
Example:
Select the Date (start) and end date if this shift is scheduled on multiple days.
Select Copies, i.e., number of employees required to work the shift each day.
Select the Shift if you are using shift names.
Note: To add Shift Names and make them available for selection, go to Organization > Lists > Shift Names. Role permissions are required.
Select the Times using the time picker.
Select a Break start and end time if desired.
Note: You can also add breaks using Tools > Create Breaks.
Select one Station for this shift.
Select a Shift Group if you are using shift groups.
If this shift should be worked by a specific employee, select that Employee. Otherwise leave blank.
Note: If you select an employee, all other scheduling constraints are ignored.
Type Notes as desired. They display in the Note column in the Employee Portal.
Select Save.
Saved message with timestamp displays.
Select Close.

Adding Shifts using Templates

Select Schedules from the main menu.
Select a Schedule and select Shifts or select a schedule Start date or Shifts count.
Shifts window displays.
Select Add > Templates.
Add - Templates window displays.
Example:
Select Submit.

Adding Shifts using Existing Schedules

Select Schedules from the main menu.
Select a Schedule and select Shifts or select a schedule Start date or Shifts count.
Shifts window displays.
Select Add > Schedules.
Add - Schedules window displays.
Example:
Select Submit.
Shifts from the schedule you selected display on this schedule, including employee assignments.

Using Auto Fill

Select Schedules > Shifts.
Note: Use the schedule you added shifts to or use the Menu button to select another one. You should have a list of empty shifts.
Select Tools > Auto Fill.
Auto Fill window displays.
Example:
Verify information is correct or select other options.
Note: Auto Fill loads employee names into shifts using an algorithm that is based on settings you enter under Locations > Settings > Schedule. Role permissions are required.
Select Execute.
The number of shifts filled displays in the lower left corner highlighted in green. Shifts Filled = # of # and length of time Auto Fill took.
Select Close.
Names of employees assigned to each shift display in the schedule. Red check boxes indicate an empty shift.

Creating Breaks

Select Schedules > Shifts.
Note: Use the schedule you made shift assignments to or use the Menu button to select another one.
Select Tools > Create Breaks.
Auto Breaks window displays.
Example:
Select Execute.
The number of breaks added displays in the lower left corner highlighted in green.
Select Close.
Breaks display on the schedule. The number of hours is reduced by the break time.

Merging Shifts

Select Schedules > Shifts.
Note: Use the schedule you made shift assignments to or use the Menu button to select another one.
Select Tools > Merge Shifts.
Window prompts: Merge Back-to-back shifts?
Select OK.
Two shifts become one shift. Hours are updated.

Assigning Employee to Shift Manually

Select Schedules > Shifts.
Note: Use the schedule you made shift assignments to or use the Menu button to select another one.
Select the date of a shift that is empty, i.e., there is a red check box and no employee assigned.
Edit shift window displays.
Select Assign.
Employees available for assignment displays.
Note: If you select the red check box, the Edit Shift window displays with the Assign tab active.
Example:
Select the employee you want to assign.
Window prompts: Assign employee?
Select OK.
Select Close.
Employee assigned is added to the shift on the schedule.

Using Mass Update

Select Schedules > Shifts.
Note: Use the schedule you made shift assignments to or use the Menu button to select another one.
Select the check boxes of the shifts you would like to update.
Number of shifts displays in the Mass Update button.
Note: Select All to select all check boxes and None to clear all check boxes.
Select the action you would like to perform.
Example:
Window prompts: Update selected?
To update, select OK.
Changes to the shifts display.
Remember: You can post an empty shift on the Swap Board or Bid Board.

Viewing Schedule Information

Select Schedules > Shifts.
Shifts display in a List view.
Example:
To view the schedule in a Week view, select Week.
Example:
Select different criteria to sort by and the display reorganizes information accordingly.
Example:
To view shift details, select Details.
Select a shift.
Shift details display.
Example:
To edit the shift, assign to an employee, or split the shift, see Editing Schedule Information.
To view shift history, select History.
Example:
To check compliance with location settings, select Compliance.
TeamWork summarizes schedule compliance with location settings and displays discrepancies.
Example:
To view schedule totals, select Totals.
To view schedule coverage, select Coverage.
Example:

Editing Schedule Information

Select the shift you would like to edit.
Select Details.
Shift details display.
To edit shift information, select the Edit tab.
To view availability and assign an employee, select the Assign tab.
Select an employee to assign.
Window prompts: Assign employee?
Select OK to assign the employee.
Remember: If zero employees are available, you can split the shift into one or two shifts
To split the shift, select the Split tab.
Select the end time for Split #1 using the time picker.
Times display adjacent to Save.
Select the end time for Split #2 using the time picker.
Times display adjacent to Save.
Example:
Select Save.
Select Close.

Filtering Schedule Information

To filter schedule information and focus on one part of the schedule, select Filter.
Shift >> Filter window displays. Options include TeamWork elements as well as your organization's custom fields.
Note: To add Custom fields, go to Organization > Custom > Fields. Role permissions are required.
Select an element to filter by, i.e.,Station.
Select Add.
Filter selected lists under Current.
Example:
Select Apply.
View is filtered by your selection. Filter button displays On.
Example:
To remove the filter, select the X next to it and select Apply.
Filter is removed and full schedule displays.
Example: