ShiftlyGuides

Creating & editing shifts

Add a shift, set its position, staff, times and breaks, read the cost estimate, and edit or delete it.

A shift is one block of work for one position on one day. This guide covers adding a shift, filling in its details, reading the cost estimate, and editing or deleting it later.

Who this is for

Owners and managers using the Shiftly web platform to run your business.

Before you start

  • You're an owner or a manager with access to the location you're rostering.
  • Open Roster from the main navigation and pick the location at the top left.
  • You'll need at least one position set up — see Positions & classifications.

Start a shift

There are a few ways to begin a new shift:

Open the shift form

Use Create new shift in the header, click an empty cell in the grid (the day and position you click pre-fill the form), hover an empty cell and use the + that appears, or use the + on an existing card to add another shift in the same cell.

The Create a shift form opens.

The Create a shift modal with fields for position, project, staff member, start and end time, notes, and a date calendar, with a Save Shift button

Fill in the shift

Choose the position

Pick the role under Which position are you filling? (required). Every shift needs a position. If the role doesn't exist yet, set one up first under Positions & classifications.

The position dropdown open, listing the venue's positions to choose from

Choose the staff member (or leave it open)

Pick a person under For which staff member?. Each option is badged with anything that would get in the way of that shift — Unavailable if they've marked themselves off, On leave if they have approved leave, and Blocked if they're already on a shift that overlaps it (the badge names the location, so you can see when the clash is at another venue). Leave it set to Open to publish the shift for staff to claim (see Open shifts).

The staff member dropdown open, showing employees badged On leave and Blocked with a location name, and an option to leave the shift Open

Set the date and times

Pick the date in Select the shift's date, and set Start time and End time (type times like 9am or 14:30). If the end time is earlier than the start, Shiftly treats the shift as overnight and rolls the end to the next day. New shifts pre-fill sensible default times for the location.

Optionally pick a Project to track this shift against a job or cost centre — see Projects. (The picker uses whatever you've named the feature.)

Set the breaks

Picking a position brings in the breaks your pay rules expect for a shift that length. Under Breaks each one is a row you can change:

  • Time — click the times to set when the break starts. Its end moves with the duration.
  • Duration — click the minutes to change how long it runs.
  • Paid or unpaid — click the pill to flip it.
  • Remove — the bin icon deletes that break.

+ Add break adds another, dropped after the last one. If the set doesn't work — a break running past the end of the shift, or two overlapping each other — a message appears under the list and you won't be able to save until it's fixed. A shift with no breaks at all is fine; you'll see No breaks on this shift. Add one below.

The shift form with two break rows, each showing its times, a 30 minute duration, an Unpaid pill and a delete icon, above an Add break button

Add notes and check the cost

Add anything the team should know in Notes for the shift (up to 400 characters).

The footer shows a live Shift breakdown cost estimate; open it for the Detailed cost breakdown (allowances, super contribution, and total). The * marks it as an estimate — confirm final pay in your payroll.

Save

Select Save Shift. The shift appears on the grid as a draft until you publish — see Publishing a roster.

If the person already has another shift that day, Shiftly warns you — This employee already has shifts on this day (it names the other location when it's a different one). Two non-overlapping shifts on the same day are fine (a split shift). But you can't save a shift whose time overlaps another one for that person at any of your locations — Shiftly blocks it with a message naming the clashing shift — Staff member is already assigned to a shift at <location> from <start> to <end>.

Approved leave is checked the same way, on save. A full-day leave blocks any shift that day; a part-day leave blocks only a shift whose time overlaps the leave's hours. If the shift clashes, Shiftly stops the save with Staff member is on <leave type> from <date range>. — so you can still roster a shift on a day someone has part-day leave, as long as it sits outside those hours.

Edit or delete a shift

Open the shift

Click an existing shift card to open it in Edit a shift mode. Change the position, staff, date, times, breaks or notes, then Save Shift. To remove it, use Delete Shift.

The Edit a shift form showing an overnight shift from 16:00 to 00:00, an assigned cost centre, one unpaid break, a cost breakdown, and Delete Shift and Save Shift buttons

The only time you can't edit or delete a shift is while the assigned person is clocked in and working it. Shiftly stops you with "Staff member is currently working this shift, please wait for them to finish before making changes to the shift." Once they've clocked out — and for every draft, published, or already-finished shift — you can edit or delete it.

Move and assign by dragging

  • Move a shift: drag a card to another day or position to move it. To copy instead of move, hold Alt while you drag — see Copying & repeating shifts.
  • Assign someone: open the drag-and-drop tray and drag a person onto a cell. Shiftly checks before it commits:
    • Dropping onto a filled shift asks Replace employee?Replace.
    • If the person is already over their weekly hours, Employee over ordinary hours asks you to confirm with Assign anyway.
    • If they have an overlapping shift that day, the shift opens so you can sort out the clash.
    • On a day someone has full-day approved leave, the cell shows Blocked and won't accept the drop.
    • On a day someone has part-day leave, the cell isn't blocked — you can drop a shift, and it's only rejected on save if its time overlaps the leave's hours (see Availability & weather).

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