Staff and Shifts

The Shifts area helps managers schedule staff and lets staff record their work times. Depending on your role and school settings, you may also be able to offer shifts, claim openings, or review timesheets.

Common tasks

• Create and manage shifts: schedule one-time or repeating work and assign staff.
• Offer and swap shifts: offer a future shift, claim an opening, or review an approval.
• Clock in and out: record the beginning and end of work.
• Review timesheets: filter, correct, and export recorded work times.
• Manage departments: group shifts and configure department clock-in exceptions.

A typical setup

1. A manager creates the departments used for scheduling.
2. The manager sets the school’s clock-in mode and any shift-offer rules under Settings → Shifts.
3. The manager creates the shifts and assigns staff.
4. Staff clock in and out from the Shifts page.
5. A manager reviews and exports timesheets when needed.

The department editor does not assign staff to departments. Creating a department alone does not grant its clock-in exception to any staff member. Confirm department membership is configured before relying on that exception.

Next steps

• Create your first shift
• Set up clock-in rules
• Review timesheets