Complete the Recommended Setup for Shift Management

1. From Setup, in the Quick Find box, enter users, and then select Users.
2. Open your user record.
3. Hover over Permission Set Assignments and click Edit Assignment.
4. Add Workplace Shifts Admin to the enabled permission sets.
5. Save your changes.

1. For the Work Type Id, search for and select Back to Work. This default provides a shift length of 8 hours. Workplace managers can select a different work type when they create facility plans.

   You can't choose a work type that creates service appointments automatically. Make sure that custom work types don't have Auto-Create Service Appointment selected.

2. For the Default Profile Id, select the profile to use when field service users are created. Use the new profile that you created by cloning the Standard Platform User. For example, Shifts Employee User Profile.
3. Enter a domain name. The domain name is used to create unique usernames for your employees in the format Email.domain name. For example, if the email is sylvia.curan@example.com and the domain is backtowork, then you see the username sylvia.curan@example.com.backtowork.
4. Select which location types to use for facility plans. Workplace managers can create facility plans only for service territories with location types that match the ones you choose here.
5. On the Employee App Settings tab, set a default start time, the availability duration for scheduling, and a shift reminder period. Optionally, change the mobile app banner image by referencing a static resource in your Salesforce org. If you chose the Shift Booking mobile app tab, set the search radius for nearby locations.
   
6. On the General Settings tab, select the option to require unique location names.
7. On the Scheduled Jobs tab, activate all the scheduled jobs.
8. Save your changes.

During the import process, we copy employee and location data into the service appointment and service territory objects required for shift management. If you add more employees and locations, you can return to this setup page to import data again.

1. To create a user Territory record, select a user and location. Click Add.

   The User Territory gives the person access to view and manage people and appointments within the location territory. When you create the user territory record, a row is added to the permissions screen.

2. To assign custom permission sets, click the icons in the Shift Planner and Workplace Manager columns.
   
   • Shift planners are assigned these permission sets: Workplace Shifts Shift Planner, Workplace Shifts Shift Planner App Settings, SFS Dispatcher Permissions, and SFS Dispatcher License.
   • Workplace managers are assigned these permission sets: Workplace Shifts Workplace Manager, Workplace Shifts Workplace Manager App Settings, SFS Dispatcher Permissions, and SFS Dispatcher License.

1. Go to Field Service Settings | Sharing | Scheduled Jobs.
2. Expand the User Territories job.
3. Select all territories.
4. Click Save.
5. Close and reopen the tab, then click Run Now to trigger the job. You can see the scheduled job at Setup | Apex Jobs.

1. From the App Launcher, select the Command Center. To access the Lightning App Builder, click the gear icon and select Edit Page.
2. Under Custom, find Command Center - Shifts Quicklook and drag the component onto the page.
3. Save your changes.
   

   Note To view data in the Command Center - Shifts Quicklook component, your users need the Workplace Shifts Command Center and Workplace Shifts Command Center App Settings custom permission sets.