Create and Manage Shifts

Managers can create shifts in the staff Shifts calendar. A shift records when staff are expected to work and can include a department, assigned staff, a color, and notes. There is no separate shift-title field.

Create a shift

1. Open Shifts and choose the Day or Week calendar view.
2. Select New Shift.
3. Choose a department if applicable.
4. Select one or more staff members, or choose Open shift to leave it unassigned. Selecting multiple staff creates a separate shift for each person.
5. Set the start and end dates and times.
6. Choose a color and add notes if they will help staff understand the shift.
7. If the shift repeats, configure its recurrence.
8. Select Create Shift.

Kanri does not allow you to create a shift in the past. Check that the end time is after the start time before saving.

Example: recurring evening instructor shift

Select the instructor and Instructors department, then set the evening start and end times and weekly recurrence. Add a note such as Open the building and prepare equipment. Review the week view to confirm the shift appears on the intended dates.

Edit a shift

Open a future shift in the calendar and choose Edit. For a recurring shift, choose whether the change applies to:

• This shift only
• This and all following shifts
• All shifts in the series, or all upcoming shifts if the series has already started

Past shifts cannot be edited from the calendar. If you need to correct recorded work time, use the timesheet instead.

Delete a shift

Open the shift and choose Delete. For a recurring shift, choose whether to remove only this occurrence, this and following occurrences, or the series. Read the selected scope carefully before confirming.

An unassigned shift can appear as an opening for eligible staff to claim. Department and school membership affect eligibility. See Offer and Swap Shifts.

Next steps

• Organize shifts with departments
• Offer or claim a shift
• Clock in and out