With Shift Categories, you can now categorize your shifts into specific categories. This makes it easier to keep track of different types of shifts (E.g. Full Shift, Regular Shift, Middle Shift, etc.). By grouping shifts into categories, you can see a consolidated view of all the shifts within a category, making it easier to see at a glance how many shifts are scheduled and how many type of shifts are being worked.
What is the best use case of using Shift Category / When is it going to be useful?
Shift category will be very useful if you're paying your staff if you're counting their salary by the shifts their worked on or reporting it by their shifts as well.
For example:
Gym Studio that will account the staff salary by which classes they are working into.
Daily workers that will have 1 shift per day to count different rates for different shifts.
Organization that will have different events and each will have different shifts so that you can easily get the consolidated report on the records.
Contents of this article are applicable to the following users
Tier: NA
Product: Shift Category & Shift-Based Timesheets
Platform: Web
Access Level: Manager/Owner
This feature is currently an exclusive feature; please contact our Support Team or your Account Manager to enable this feature.
This guide covers the following steps:
Setting up the shift category
Go to the Settings → Click on Shift Category.
Create Shift Category
Click the "Create Shift Category" button.
Fill in the required information: Name, Timing, Unpaid Break, Shift Color.
Click “Create”. After creating the shift category, you can use it as a template for scheduling.
Edit Shift Category:
Click the “Edit” button.
Update the Name, Timing, Unpaid Break, or Shift Color as desired.
Press Save
If you update the Name, all shifts created under that category will be updated accordingly. Updating the Timing, Unpaid Break, or Shift Color will not affect past timesheets or schedules. The updated details will be used for future scheduling when the details are auto-populated.
Delete Shift Category:
Click the "Delete" button.
Please note that you can only delete a shift category if no shifts are created under it.
Using shift categories for scheduling
Navigate to the "Schedule" tab.
Click on the “+” button. Select the date and category from the dropdown menu for which you want to create a shift. Selecting a category during creation or editing is mandatory.
Note: The archived shift category will not be visible. Unarchive the shift if you wish to use it back.
When selecting a category from the dropdown, the template details will auto-populate for easy scheduling. If needed, you can make slight changes to the shift details before clicking "Create"
Click the "Create" button.
Assign the shift to the appropriate staff members by clicking the staff’s shift slot.
It's important to note that shifts cannot be directly created from the staff's shift slot.
Monitoring timesheet data consolidated by category
Navigate to the “Timesheet” tab.
Select the desired date range of timesheets. you can also search based on the scheduled shift category, sections, or staff name.
The timesheet will display a summary of shifts worked by all staff. The columns provide the following details:
Sched: Total scheduled shifts within the selected period.
Total: Total shifts with complete clock-in & clock-out records.
Diff: The difference between Total Attendance and Scheduled Shifts.
Shift Category: Total attendance is categorized by Shift Categories.
Uncategorized Shift: Shifts under Total attendance without a Shift Category defined.
OT: Total Overtime hours.
Tag: A label assigned to the shift, such as late, absent, or leave.
Exporting shift-based timesheets
Go to the Timesheet section and select the desired time period.
Click the "Export Filtered" button.
Choose between "Summary" to export the consolidated timesheet or "Individual" to export the daily format.
Archiving shift categories
If there is a shift category that you no longer use, you have the option to archive it. When a shift is archived:
Historical schedule and timesheet data using archived shift categories will not be affected
You will no longer be able to create new shift categories to use any archived shift categories (on the schedule side)
You will no longer be able to edit shift categories to use any archived shift categories (on both schedule and timesheets)
On the timesheet UI, you can still filter based on archived shift categories.
🗒️ Note: An archived shift category cannot be deleted if it is used in any shift
To archive shift category:
Go to Settings → Shift Category
Click on Archive button for the shift you want to archive
Shift will be moved to Archived tab
To unarchive shift category:
Go to Settings → Shift Category
Click on Archived tab and then click on Unarchived button for the shift you want to archive
Shift will be moved to Active tabs
